Private Mortgage Banker
Wells Fargo Private Bank Excelsior,Minnesota
wealth management meetings , which included financial planning and goal setting for affluent customers...Trained staff on operating procedures and company services . Identified individual development needs with...Reflections Salon and Spa March 2004 to May 2011 Guest Services Manager Plymouth , MN Client scheduling , opening
Director, Fixed Income Business Manager
Wells Fargo Securities Excelsior,Minnesota
tion of : trading systems , market data services , risk management tools , and portfolio...Specialist Jan 1996 to Jan 1997 Norwest Investment Services － Minneapolis , MN Reconcilement and processing...fixed income instruments , as well as various services , including industry leading websites ,
WAYZATA INVESTMENT PARTNERS LLC Excelsior,Minnesota
, and Quickbooks . Current in many different banking systems , policies , and procedures Continually...ly . Skills Over 15 years experience in the financial industry Successfully demonstrated the ability
Loan Specialist III
Beacon Bank Excelsior,Minnesota
January 2016 by Alerus Financial , N . A . I was retained by Alerus Financial until June 2016 to assist...Professional Summary A knowledgeable and efficient banking professional with over 10 years experience in Loan... for all loans , collateral tracking , and financial reporting requirements . Other Responsibilities
Executive Profile Visionary Commercial Lending Executive with solid experience managing all levels o...
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