We provide IT Staff Augmentation Services!

Private Client Advisor, Vice President Resume

Rockville, MarylanD

WORK EXPERIENCE:

Private Client Advisor, Vice President

Confidential, Rockville, Maryland

Responsibilities:

  • Assisted the Confidential Strategist with introductions to prospects
  • Presented Confidential to clients and prospects
  • Assisted the Private Financial Advisors with sales introductions
  • Assisted the Regional Financial Planner with financial plan presentations
  • Assisted and worked with Fiduciary Specialist
  • Worked with Commercial relationships in identifying prospects to Confidential —those with $300,000 investable assets and or $250,000 in annual income
  • Attended entertainment events including golf outings with clients and prospects

Senior Portfolio Specialist, Vice President

Confidential, Washington, DC

Responsibilities:

  • Managed a group of five Portfolio Specialists in the underwriting of credits
  • Reviewed and assisted on the underwriting of consumer and commercial credits
  • Conducted meetings to review workload and obtain status of the workload
  • Assisted and performed the underwriting of more complex commercial credits
  • Reviewed documentation prepared by outside attorneys
  • Participated in calls with Senior Private Banking Relationship Managers
  • Presented larger credit for approval of the Regional Credit Officer
  • Approved credits up to $500,000 secured and unsecured

Senior Credit Process Reviewer, Vice President

Confidential, Washington, DC

Responsibilities:

  • Conducted Reviews of Commercial Portfolios of both Middle Market and Specialties Divisions, Government and Technology
  • Prepared and discussed the findings with Senior Management and followed up on strategies implemented to address findings
  • Participated in Merger and Acquisitions (more than 30 mergers and acquisitions)
  • Reviewed the underwriting of Credit Packages and communicated the findings to Senior Management
  • Managed the process from the beginning to the end of a Commercial Review Process
  • Traveled to several states to assist on Commercial reviews

Auditor, Assistant Vice President

Confidential, Washington, DC

Responsibilities:

  • Assisted on audits
  • Prepared reports for the Senior Auditor
  • Traveled to several states to assist on commercial audits

Hire Now