Carter Witherspoon
Sr. Managing Director - Private Banking, Safra National Bank of New York
- Role
- Senior Managing Director at Safra National Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Carter Witherspoon
As a Private Banker at Safra National Bank, I am dedicated to providing excellent service and creative solutions that meet my clients’ unique global needs through Lending, Deposit, Investment Management, and Trust & Estate services. At Safra National Bank, we believe in building strong relationships and going beyond banking—using these approaches, I consistently exceed my clients’ expectations. Please do not hesitate to contact me at (61••••••20 if you are interested in learning more about Safra National Bank and our unique global capabilities.
Experience
Senior Managing Director
Oct 2023 — Present · Boston, MA, US
Education
Rollins College
International Business
2005 — 2006
University of Southern Maine
Business Administration, Business
2007 — 2008
Norwich University
Business
2003 — 2005
Skills
- Investments
- Financial Services
- Finance
- Loans
- Mortgage Lending
- Investment Management
- Risk Management
- Uniform Combined State Law
- Wealth Management
- Financial Analysis
- Credit
- Private Banking
- Management
- Mortgage Banking
- Private Equity
- Mutual Funds
- Banking
- Asset Allocation
- Underwriting
- Commercial Banking
- Credit Analysis
- Loan Origination
- Portfolio Management
- Commercial Mortgages
- Strategic Financial Planning
- Residential Mortgages
- Microsoft Excel
- Securities
- Financial Modeling
- Asset Management
- Retirement Planning
- Strategic Planning
- Wealth Management Services
- Real Estate
- Series 63
- Relationship Management
- Credit Risk
- Refinance
- Due Diligence
- Sales
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.