Modecki
Regional Platform Sales Manager
- Role
- Regional Platform Sales Manager at First Citizens Wealth
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Regional Platform Sales Manager
Nov 2023 — Present
Education
Southern Methodist University
Bachelor's degree
1991 — 1996
Southern Methodist University
Certificate in Financial Planning
The Wharton School
Citi Wealth Management Excellence in Sales Leadership
2018 — 2018
Skills
- Credit
- Mortgage Lending
- Financial Analysis
- Salesforce.com
- Management
- Mortgage Banking
- Series 24
- Retail Banking
- Credit Analysis
- Series 63
- Private Banking
- Hold Series 7
- Wealth Management
- Loan Origination
- Small Business Lending
- Commercial Lending
- Consumer Lending
- Finance
- Commercial Banking
- Portfolio Management
- Loans
- Sales Management
- Cross Selling
- Banking
- Risk Management
- Wealth Management Services
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