Personal Information
Organização/Local de trabalho
Greater Atlanta Area United States
Cargo
Private Wealth Managment Executive/Consultant
Setor
Finance / Banking / Insurance
Sobre
I am pursuing an second career after enjoying progressively more responsibility during my tenure with SunTrust Bank and it's predecessor, Trust Company Bank. I am experienced in both "Large Bank" and "Community Bank" environments. During my tenure I have served as both a producer of new business and as a manager new business producers. I have led large geographically disbursed teams as well as smaller locally focused teams.
Specialties:
1. Private Banking for high net worth clients with emphasis on designing and providing strategic credit services that provide economic benefit through cost effective borrowing alternatives, enhancing investment returns and avoidance or deferral of po.
Marcadores
private wealth
private banking
wealth mananagment
Ver mais
Apresentações
(1)Personal Information
Organização/Local de trabalho
Greater Atlanta Area United States
Cargo
Private Wealth Managment Executive/Consultant
Setor
Finance / Banking / Insurance
Sobre
I am pursuing an second career after enjoying progressively more responsibility during my tenure with SunTrust Bank and it's predecessor, Trust Company Bank. I am experienced in both "Large Bank" and "Community Bank" environments. During my tenure I have served as both a producer of new business and as a manager new business producers. I have led large geographically disbursed teams as well as smaller locally focused teams.
Specialties:
1. Private Banking for high net worth clients with emphasis on designing and providing strategic credit services that provide economic benefit through cost effective borrowing alternatives, enhancing investment returns and avoidance or deferral of po.
Marcadores
private wealth
private banking
wealth mananagment
Ver mais