Resumes
Resumes
Managing Director
View pageLocation:
Houston, TX
Industry:
Financial Services
Work:
U.s. Trust
Managing Director
Wells Fargo Private Bank May 2010 - Dec 2018
Senior Vice President - Wealth Advisor
U.s. Trust 2005 - 2010
Vice President
Amegy Bank 2002 - 2005
Vice President
Fifth Third Bank Jan 1997 - Jan 2002
Vice President
Managing Director
Wells Fargo Private Bank May 2010 - Dec 2018
Senior Vice President - Wealth Advisor
U.s. Trust 2005 - 2010
Vice President
Amegy Bank 2002 - 2005
Vice President
Fifth Third Bank Jan 1997 - Jan 2002
Vice President
Education:
University of Alaska Anchorage 1995 - 1996
Bachelors, Bachelor of Arts, Economics, Public Policy, Business Texas A&M University 1990 - 1994
Bachelors, Bachelor of Arts, Economics, Public Policy, Business Texas A&M University 1990 - 1994
Skills:
High Net Worth Individuals
Finance
Management
Risk Management
Financial Analysis
Leadership
Wealth Management
Investments
Credit Analysis
Asset Managment
Leveraged Lending
Banking
Credit
Investment Management
Financial Modeling
Loans
Portfolio Management
Commercial Banking
Commercial Lending
Asset Management
Wealth Management Strategies
Finance
Management
Risk Management
Financial Analysis
Leadership
Wealth Management
Investments
Credit Analysis
Asset Managment
Leveraged Lending
Banking
Credit
Investment Management
Financial Modeling
Loans
Portfolio Management
Commercial Banking
Commercial Lending
Asset Management
Wealth Management Strategies
Languages:
English
Spanish
Spanish
Certifications:
Securities Licenses, Nasd Series 7, 63, 65