Chad Kappes
VP, Senior Private Bank Wealth Advisor II
- Role
- Vice President, Senior Private Bank Wealth Advisor Ii at Huntington Private Bank
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Chad Kappes
Providing thought leadership and strategic direction in the areas of business succession,…
Experience
Vice President, Senior Private Bank Wealth Advisor Ii
Nov 2021 — Present · Naples, FL, US
Creating customized solutions for you and your family is at the heart of what I do. I will assist with simple to complex banking needs, bring together the right colleagues from the Private Bank to deliver appropriate solutions, and connect you with the many parts of Huntington. I am committed to supporting you in growing, retaining, and transitioning your wealth.
Education
Eastern Illinois University
Bachelor of Science
1992 — 1996
Tuscola High School
High School Diploma
1988 — 1992
Skills
- Sales
- Annuities
- Loans
- Banking
- Fixed Annuities
- Finance
- Loan Origination
- Mortgage Lending
- Small Business Lending
- Credit
- Credit Analysis
- Lines of Credit
- Series 63
- Merchant Services
- Commercial Banking
- Consumer Lending
- Securities
- Commercial Lending
- Leadership
- Series 6
- Management
- Cross Selling
- Financial Services
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