Brian Volner
- Role
- Managing Director at Sarasota Private Trust Company
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Brian Volner
TrustFamily Office ServicesCo-InvestingPrivate EquityFine Art A Family Owned…
Experience
Managing Director
Sarasota Private Trust Company
Jun 2016 — Present
Private BankingInvestment AdvisoryTrustLendingCo-investmentPrivate EquityFine Art A 160-Year Tradition of Trust Founded in 1850 as the Emigrant Savings Bank, Sarasota Private Trust Company a division of New York Private Bank & Trust offers fully integrated investment advisory, trust, lending and other banking and family office services to serve the needs of wealthy individuals and families. Our firm is led by Howard P. Milstein and the Milstein family, widely acknowledged for their integrity and success over three generations in investing, real estate, banking, manufacturing, energy, international business and philanthropy. In the 1980s, the Milsteins diversified the family’s real estate holdings and international business interests and purchased Emigrant Savings Bank. Emigrant, a retail thrift bank founded in 1850 by the Irish Emigrant Society, was once the largest savings bank in the nation and is now the largest privately held bank in America. Building upon these traditional roots, the Milstein family created New York Private Bank & Trust to serve successful families seeking to preserve and grow their wealth.
Skills
- Mortgage Lending
- Banking
- Sales
- Strategic Planning
- Credit Risk
- Lines of Credit
- Real Estate Financing
- Team Building
- Asset Based Lending
- Private Banking
- Credit
- Business Development
- Risk Management
- Management
- Sales Management
- Commercial Mortgages
- Commercial Lending
- Construction Loans
- Real Estate
- Credit Analysis
- Retail Banking
- Mortgage Banking
- Customer Service
- Sba
- Commercial Banking
- Public Speaking
- Insurance
- Leadership
- Treasury Management
- Finance
- Small Business Lending
- Underwriting
- Consumer Lending
- Small Business
- Cross Selling
- Relationship Management
- Fha
- Portfolio Management
- Refinance
- Financial Services
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