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regional bank private banker Search Results - Page 5

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318 Results
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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

Past Employers

Top Skills

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

Top Skills

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

Top Skills

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

Top Skills

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.)