Private Client Advisor, Vice President Resume Rockville, Maryland - Hire IT People

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:

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: