Resumes
Resumes
Wealth Strategist
View pageLocation:
2611 Bayshore Blvd, Tampa, FL 33629
Industry:
Financial Services
Work:
Uf Hillel
Director of Legacies
Bank Leumi Usa Jul 2016 - Mar 2018
Vice President
Sandy Morris Financial and Estate Planning Services, Llc Jan 2016 - May 2016
Consultant and Financial Advisor
Custom Dental Care 2011 - 2015
Managing Partner
Suntrust Bank 2006 - 2011
Vice President Wealth Management
Director of Legacies
Bank Leumi Usa Jul 2016 - Mar 2018
Vice President
Sandy Morris Financial and Estate Planning Services, Llc Jan 2016 - May 2016
Consultant and Financial Advisor
Custom Dental Care 2011 - 2015
Managing Partner
Suntrust Bank 2006 - 2011
Vice President Wealth Management
Education:
Emory University - Goizueta Business School 1990 - 1992
Master of Business Administration, Masters, Marketing, Management University of California, Los Angeles - School of Law 1983 - 1986
Doctor of Jurisprudence, Doctorates, Law Vanderbilt University 1979 - 1983
Bachelors, Bachelor of Arts, Economics Berkeley Preparatory School
Vanderbilt University
Bachelors
Master of Business Administration, Masters, Marketing, Management University of California, Los Angeles - School of Law 1983 - 1986
Doctor of Jurisprudence, Doctorates, Law Vanderbilt University 1979 - 1983
Bachelors, Bachelor of Arts, Economics Berkeley Preparatory School
Vanderbilt University
Bachelors
Skills:
Loans
Credit
Commercial Lending
Banking
Small Business Lending
Finance
Retirement Planning
Wealth Management Services
Investments
Relationship Management
Portfolio Management
Financial Services
Credit Analysis
Financial Risk
Commercial Banking
Credit Risk
Financial Analysis
Capital Markets
Private Banking
Consumer Lending
Asset Management
Investment Banking
Cash Management
Wealth Management
State Politics
Securities
Credit
Commercial Lending
Banking
Small Business Lending
Finance
Retirement Planning
Wealth Management Services
Investments
Relationship Management
Portfolio Management
Financial Services
Credit Analysis
Financial Risk
Commercial Banking
Credit Risk
Financial Analysis
Capital Markets
Private Banking
Consumer Lending
Asset Management
Investment Banking
Cash Management
Wealth Management
State Politics
Securities
Interests:
Reading
Languages:
English
Spanish
Spanish
Business Manager
View pagePosition:
Business Manager at Custom Dental Care, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Health, Wellness and Fitness
Work:
Custom Dental Care, Inc. - Tampa since Nov 2011
Business Manager
Business Manager
Education:
Emory University - Goizueta Business School
MBA University of California, Los Angeles - School of Law
JD Vanderbilt University
BA, Economics
MBA University of California, Los Angeles - School of Law
JD Vanderbilt University
BA, Economics
Skills:
Loans
Credit
Commercial Lending
Banking
Financial Services
Commercial Banking
Consumer Lending
Cash Management
Wealth Management
Financial Analysis
Credit Risk
Asset Management
Investments
Portfolio Management
Capital Markets
Private Banking
Credit Analysis
Small Business Lending
Financial Risk
Credit
Commercial Lending
Banking
Financial Services
Commercial Banking
Consumer Lending
Cash Management
Wealth Management
Financial Analysis
Credit Risk
Asset Management
Investments
Portfolio Management
Capital Markets
Private Banking
Credit Analysis
Small Business Lending
Financial Risk