Andre Nacaxe
Senior Trust Officer @ United Southern Bank | CTFA, Asset Management
- Role
- Senior Vice President - Senior Trust Officer at United Southern Bank
- Location
- Sumter County, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andre Nacaxe
Over 20 years of experience in all aspects of Trust and Estate Planning, Asset and Portfolio Management.
Experience
Senior Vice President - Senior Trust Officer
Jul 2020 — Present · Eustis, FL, US
Education
Bloomberg Institute - Bloomberg L.P.
Bloomberg Market Concept
2018
Boston University
Bachelor's degree, Economics & International Relations
2001 — 2005
University of Central Florida
Master of Business Administration - MBA
2017 — 2019
Cannon Financial
CTFA, Trust and Financial Advisor Certification
2011 — 2012
Skills
- Trust Services
- Financial Analysis
- Credit Analysis
- New Business Development
- Investments
- Financial Advisory
- Certified Financial Planner
- Fixed Income
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Business Development
- Wealth Management
- Commercial Lending
- Investment Strategies
- Intergenerational Wealth Transfer
- Asset Allocation
- Risk Management
- Insurance
- Private Banking
- Financial Planning
- Series 63
- Relationship Management
- Investment Advisory
- Retirement Planning
- Wealth Management Services
- Financial Services
- Portfolio Management
- High Net Worth Individuals
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