Resumes
Resumes
Principal
View pageLocation:
3445 Lazarro Dr, Carmel, CA 93923
Industry:
Banking
Work:
Union Bank 2007 - 2015
Vice President Senior Private Banker and Commercial Lender
Consulting Services 2007 - 2015
Principal
Veritas Wealth Advisors Boutique Wealth Advisory Firm Dec 2007 - Aug 2010
Founding Partner
Wells Fargo Oct 2003 - Dec 2007
Vice President - Senior Private Banker
Wells Fargo 1993 - 2003
Vice President - Commercial Lending and Corporate Banking
Vice President Senior Private Banker and Commercial Lender
Consulting Services 2007 - 2015
Principal
Veritas Wealth Advisors Boutique Wealth Advisory Firm Dec 2007 - Aug 2010
Founding Partner
Wells Fargo Oct 2003 - Dec 2007
Vice President - Senior Private Banker
Wells Fargo 1993 - 2003
Vice President - Commercial Lending and Corporate Banking
Education:
California Polytechnic State University - San Luis Obispo 1989 - 2003
Bachelors, Bachelor of Science, Business
Bachelors, Bachelor of Science, Business
Skills:
Relationship Building
Business Relationship Management
Customer Retention
Business Development
Strategic Planning
Commercial Banking
Private Banking
Real Estate
Asset Planning
Contract Negotiation
Commercial Lending
Banking
Credit
Loans
Credit Analysis
Portfolio Management
Mortgage Lending
Risk Management
Customer Relationship Management
Sales
Consulting
Negotiation
Retail Banking
Small Business Lending
Consumer Lending
Financial Analysis
Credit Risk
Loan Origination
Business Relationship Management
Customer Retention
Business Development
Strategic Planning
Commercial Banking
Private Banking
Real Estate
Asset Planning
Contract Negotiation
Commercial Lending
Banking
Credit
Loans
Credit Analysis
Portfolio Management
Mortgage Lending
Risk Management
Customer Relationship Management
Sales
Consulting
Negotiation
Retail Banking
Small Business Lending
Consumer Lending
Financial Analysis
Credit Risk
Loan Origination