Bank of America Apr 2019 - Jul 2019
Senior Lending Officer
Advantage Capital Jun 2018 - Mar 2019
Vice President, Business Development Officer
Wealth Planner Oct 2012 - Mar 2014
Vice President, Private Banker
Union Bank May 2009 - Oct 2012
Priority Banking Manager
California Bank & Trust Jul 2008 - May 2010
Vp, Commercial Banking Officer
Education:
Georgia State University 1989 - 1995
Skills:
Portfolio Management Investments Banking Wealth Management Loans Finance Commercial Lending Commercial Banking Financial Advisory Small Business Lending Financial Analysis Risk Management Commercial Mortgages Strategic Financial Planning Lines of Credit Consumer Lending Due Diligence Asset Management Financial Planning Real Estate Series 6 Series 63 Licensed Life Insurance Agent Alternative Investments Credit Credit Analysis Hedge Funds Insurance Investment Banking Investment Management Private Banking Underwriting Wealth Wealth Management Services
Interests:
Consulting Banking Trust Health Children Education Environment Wealth Planning Science and Technology Human Rights Civil Rights and Social Action Poverty Alleviation Disaster and Humanitarian Relief Social Services Investment Banking Economic Empowerment Politics Animal Welfare Arts and Culture
Lincoln Elementary School North Las Vegas NV 1961-1965, Marion Cahlan Elementary School North Las Vegas NV 1965-1968, Jim Bridger Junior High School North Las Vegas NV 1968-1971
Community:
Jeffrey Elliott
Biography:
Life
I actually graduated from Sunset High, I only spent a year and a half maybe 2 ...
Southwest Christian School Grand Rapids MI 1953-1965, Sylvan Christian School Grand Rapids MI 1954-1961, Burton Middle School Grand Rapids MI 1962-1965
Community:
David Rackow, Steven Osborne, Denise Dupree, Carol Yonker