Colleen R Knight

Wealth Management Advisor

Role
Wealth Management Advisor at TIAA
Location
Morgantown, WV, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Management Advisor

    TIAA

    Apr 2024 — Present · Morgantown, WV, US

Skills

  • Sales Management
  • Lines of Credit
  • Retail Banking
  • Finance
  • Commercial Mortgages
  • Deposits
  • Treasury Management
  • Customer Service
  • Leadership
  • Refinance
  • Credit Cards
  • Credit Risk
  • Fha
  • Banking
  • Home Equity Lines of Credit
  • Credit
  • Risk Management
  • Loan Servicing
  • Financial Structuring
  • Small Business Lending
  • Merchant Services
  • Strategic Financial Planning
  • Insurance
  • Retirement Planning
  • Home Equity Loans
  • Branch Management
  • Bank Secrecy Act
  • Internet Banking
  • Usda
  • Managing Associates
  • Private Banking
  • Cash Management
  • Asset Based Lending
  • Credit Analysis
  • Real Estate Economics
  • Community Engagement
  • Loan Origination
  • Relationship Management
  • Portfolio Management
  • Loans

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Colleen R Knight — Wealth Management Advisor at TIAA in Morgantown, WV, US | Unifers