Anna L.
Managing Director | Passionate about financial road mapping for business owners and enterprising families | Latina
- Role
- Market Leader, Wealth Management Group SVP at Bank Of The West
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Anna L.
FINRA Series 24FINRA Series 7FINRA Series 66State of CA Life & Variable Contracts
Experience
Market Leader, Wealth Management Group SVP
Jan 2018 — Present · San Jose, CA, US
Education
California State University-Sacramento
Bachelor of Arts (B.A.)
UW Foster School of Business
Executive Leadership, Banking
Risk Management Association
Credit College
2011 — 2012
University of California, Berkeley
Personal Financial Planning
2012 — 2014
Skills
- Credit
- Small Business Lending
- Credit Analysis
- Commercial Banking
- Portfolio Management
- Loans
- Private Banking
- Lines of Credit
- Investments
- Banking
- Mutual Funds
- Series 7
- Wealth Management
- Consumer Lending
- Commercial Lending
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