Resumes
Resumes
Vice President, Senior Private Banker
View pageLocation:
Dallas, TX
Industry:
Financial Services
Work:
Frost Bank Apr 2015 - Apr 2017
East Dallas Market Leader
Frost Bank Aug 2012 - Apr 2017
Vice President, Private Banker
Bank of Texas Aug 2012 - Apr 2017
Vice President, Senior Private Banker
Wells Fargo Jun 2010 - Aug 2012
Market Growth and Development Consultant - Treasury Management
Wells Fargo Apr 2007 - Jun 2010
Project Manager, Treasury Management Group
East Dallas Market Leader
Frost Bank Aug 2012 - Apr 2017
Vice President, Private Banker
Bank of Texas Aug 2012 - Apr 2017
Vice President, Senior Private Banker
Wells Fargo Jun 2010 - Aug 2012
Market Growth and Development Consultant - Treasury Management
Wells Fargo Apr 2007 - Jun 2010
Project Manager, Treasury Management Group
Education:
Southern Methodist University - Cox School of Business 2011 - 2012
MBA, Corporate Finance The University of Texas at Arlington - College of Business Administration 2000 - 2004
BBA, Marketing DeSoto High School 1996 - 2000
MBA, Corporate Finance The University of Texas at Arlington - College of Business Administration 2000 - 2004
BBA, Marketing DeSoto High School 1996 - 2000
Skills:
Banking
Portfolio Management
Loans
Investments
Financial Analysis
Cash Management
Private Banking
Commercial Banking
Wealth Management
Credit
Sales
Credit Analysis
Relationship Management
Treasury Management
Finance
Underwriting
Leadership
Series 7
Asset Management
Financial Services
Series 63
Consumer Lending
Loan Origination
Asset Managment
Salesforce.com
Life and Health Insurance Licenses
Property and Casualty Insurance
Wealth Management Services
Portfolio Management
Loans
Investments
Financial Analysis
Cash Management
Private Banking
Commercial Banking
Wealth Management
Credit
Sales
Credit Analysis
Relationship Management
Treasury Management
Finance
Underwriting
Leadership
Series 7
Asset Management
Financial Services
Series 63
Consumer Lending
Loan Origination
Asset Managment
Salesforce.com
Life and Health Insurance Licenses
Property and Casualty Insurance
Wealth Management Services
Certifications:
Certified Wealth Strategist®
Series 7
Series 63
Series 7
Series 63
Supervisor
View pageLocation:
Dallas, TX
Work:
Southwire Company
Supervisor
Supervisor
Charlie Bogan
View page
Student Services At Cccc
View pageLocation:
Dallas/Fort Worth Area
Industry:
Education Management