Resumes
Resumes
Wealth Management Private Banker
View pageLocation:
38208 Luma Ter, Newark, CA
Industry:
Banking
Work:
Fremont Bank
Wealth Management Private Banker
Citi
Relationship Manager at Citigold Wealth Management
Union Bank Aug 2010 - Apr 2012
Avp, Priority Relationship Manager
Bank of America Sep 2005 - Apr 2009
Avp, Premier Client Manager
Charles Schwab Sep 2000 - Sep 2005
Administrator and Marketing
Wealth Management Private Banker
Citi
Relationship Manager at Citigold Wealth Management
Union Bank Aug 2010 - Apr 2012
Avp, Priority Relationship Manager
Bank of America Sep 2005 - Apr 2009
Avp, Premier Client Manager
Charles Schwab Sep 2000 - Sep 2005
Administrator and Marketing
Education:
Golden Gate University 2002 - 2005
Bachelors, Bachelor of Arts, Business Administration, Business
Bachelors, Bachelor of Arts, Business Administration, Business
Skills:
Mortgage Lending
Banking
Portfolio Management
Crm
Residential Mortgages
Financial Services
Management
Series 63
Wealth Management Services
Small Business
Customer Service
Business Development
Finance
Credit
Relationship Management
Retail Banking
Investments
Loans
Strategy
Wealth Management
Cash Management
Commercial Banking
Commercial Lending
Insurance
Mutual Funds
Private Banking
Sales
Small Business Lending
Loan Origination
Financial Planning
Series 6
Life Insurance
Business Loans
Performance Management
Time Management
Strategic Financial Planning
Banking
Portfolio Management
Crm
Residential Mortgages
Financial Services
Management
Series 63
Wealth Management Services
Small Business
Customer Service
Business Development
Finance
Credit
Relationship Management
Retail Banking
Investments
Loans
Strategy
Wealth Management
Cash Management
Commercial Banking
Commercial Lending
Insurance
Mutual Funds
Private Banking
Sales
Small Business Lending
Loan Origination
Financial Planning
Series 6
Life Insurance
Business Loans
Performance Management
Time Management
Strategic Financial Planning
Interests:
Education
Languages:
English
Tagalog
Tagalog
Anna Carrera Avondale, AZ
View pageWork:
Cardiac Solutions
Jan 2014 to Dec 2014
Licensed Practical Nurse
Community Bridges
May 2012 to Jan 2014
Licensed Practical Nurse
Cigna Medical Group
Sun City, AZ
Mar 2008 to Mar 2012
Licensed Practical Nurse
Jan 2014 to Dec 2014
Licensed Practical Nurse
Community Bridges
May 2012 to Jan 2014
Licensed Practical Nurse
Cigna Medical Group
Sun City, AZ
Mar 2008 to Mar 2012
Licensed Practical Nurse
Education:
Estrella Mountain Community College
Avondale, AZ
2006
Certificate of Completion of Practical Nurse Program
Avondale, AZ
2006
Certificate of Completion of Practical Nurse Program