regional bank private banker Search Results - Page 5
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Hochy Alexander Rodriguez
Finance professional with extensive experience in managing high-net-worth client portfolios, focusing on personalized wealth management strategies tha... View More
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Arianna Garcia
Experienced and highly professional team member with a proven track record in conflict resolution and delivering exceptional white glove service. Adep... View More
Past Employers
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Education
- Gateway Community College
- Northern Arizona University
- Desert Ridge High School
Rachelle Walker
Results-driven relationship management professional with a proven track record of exceeding sales targets and championing client needs. Exceptional co... View More
Past Employers
Top Skills
Education
- Master Of Business Administration
- Diploma of Financial Advising
- HSC
Janet Vargas
A dedicated and results-driven professional with over 20 years of experience in customer service within the financial industry. Demonstrates proven ex... View More
Past Employers
Top Skills
Education
- Associate of Arts
Roma Kumari
A performance-driven professional with 7+ years of experience in asset and wealth management, responsible in supporting Private Bank advisors and lend... View More
Past Employers
Top Skills
Education
- MBA
- Bachelor of Arts
Jonathan Cotten
Accomplished Senior Private Bank Client Services Associate, adept in sales development and staff management. Excelled in expanding commercial relation... View More
Past Employers
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Education
- Bachelor of Science
Justin Argenbright
Dynamic and results-driven Home Lending Advisor with extensive experience in the mortgage lending industry. Proven track record of building strong cli... View More
Past Employers
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Education
- Bachelor
Christina McPherson
Dynamic banking professional with extensive expertise in client relationship management, driving financial growth and enhancing asset performance. Pro... View More
Past Employers
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Education
- No Degree
- High School Diploma
Marcelo P. Brandão
Strategic, risk, and regulatory executive with over 20 years of international leadership experience in global banking, wealth management, and investme... View More
Past Employers
Top Skills
Education
- Master’s Degree
Diane Young
Accomplished Senior Mortgage Underwriting Manager with a proven track record at Bank of Montreal, adept in leveraging Calyx Point and Deal Management ... View More
Past Employers
Top Skills
Education
- Bachelor of Finance (B.S.)