Personal Information
Organization / Workplace
Greater Atlanta Area United States
Occupation
Private Wealth Managment Executive/Consultant
Industry
Finance / Banking / Insurance
About
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.
Tags
private wealth
private banking
wealth mananagment
See more
Presentations
(1)Personal Information
Organization / Workplace
Greater Atlanta Area United States
Occupation
Private Wealth Managment Executive/Consultant
Industry
Finance / Banking / Insurance
About
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.
Tags
private wealth
private banking
wealth mananagment
See more