Resumes
Resumes

Senior Vice President Private Client Manager
View pageLocation:
Orlando, FL
Industry:
Banking
Work:
U.s. Trust Apr 1, 2002 - Sep 1, 2012
Svp, Private Client Manager
Bbva Compass Apr 1, 2002 - Sep 1, 2012
Senior Vice President Private Client Manager
Bank of America 2002 - 2003
Premier Banking
First Union National Bank May 1, 1996 - Mar 1, 2001
Vice President, Sales and Credit Trainer
First Union National Bank Jun 1, 1991 - May 1, 1996
Vice President, Branch Manager
Svp, Private Client Manager
Bbva Compass Apr 1, 2002 - Sep 1, 2012
Senior Vice President Private Client Manager
Bank of America 2002 - 2003
Premier Banking
First Union National Bank May 1, 1996 - Mar 1, 2001
Vice President, Sales and Credit Trainer
First Union National Bank Jun 1, 1991 - May 1, 1996
Vice President, Branch Manager
Education:
University of Central Florida 1987 - 1990
Bachelors, Accounting, Finance Forest Lake Academy 1981 - 1984
Bachelors, Accounting, Finance Forest Lake Academy 1981 - 1984
Skills:
Wealth Management
Banking
Credit
Loans
Asset Management
Small Business Lending
Portfolio Management
Finance
Risk Management
Credit Analysis
Commercial Lending
Commercial Banking
Strategic Financial Planning
High Net Worth Individuals
Private Banking
Series 7
Financial Advisory
Financial Planning
Wealth
Spanish English
Series 63
Trust Services
Wealth Management Services
Life Insurance
Health Insurance
Variable Annuities
Banking
Credit
Loans
Asset Management
Small Business Lending
Portfolio Management
Finance
Risk Management
Credit Analysis
Commercial Lending
Commercial Banking
Strategic Financial Planning
High Net Worth Individuals
Private Banking
Series 7
Financial Advisory
Financial Planning
Wealth
Spanish English
Series 63
Trust Services
Wealth Management Services
Life Insurance
Health Insurance
Variable Annuities
Interests:
Family
Paddle Boarding
Customized Credit
Aviation Lending
Investments
Real Estate
Education
Mentoring
Personal
Business
International Banking
Golf
Travel
Friends
Paddle Boarding
Customized Credit
Aviation Lending
Investments
Real Estate
Education
Mentoring
Personal
Business
International Banking
Golf
Travel
Friends
Languages:
Spanish

Edgar Montanez
View pageLocation:
9222 Majestic Fls Ln, Shafter, CA
Work:
Cal-Waste Recovery Systems Jan 2018 - Mar 2019
Maintenance Mechanic
City of Midland Dec 2013 - Sep 2014
Police Officer
Allied Barton Securtiy Jul 2013 - Dec 2013
Security Officer
T-Rey Properties Dec 2012 - Jul 2013
Water Pumper
Us Navy Feb 2009 - Nov 2012
Fire Controlman
Maintenance Mechanic
City of Midland Dec 2013 - Sep 2014
Police Officer
Allied Barton Securtiy Jul 2013 - Dec 2013
Security Officer
T-Rey Properties Dec 2012 - Jul 2013
Water Pumper
Us Navy Feb 2009 - Nov 2012
Fire Controlman
Education:
Bakersfield College 2015 - 2016
Associates, Electronics
Associates, Electronics

Edgar Montanez
View page
Private Client Manager
View pageLocation:
Orlando, FL
Industry:
Financial Services
Work:
U.s. Trust
Private Client Manager
Private Client Manager

Edgar Montanez
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Edgar Montanez
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Edgar Montanez
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