Edgar Montanez
SVP, Business Development Officer
- Role
- Business Development Officer at PNC
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Edgar Montanez
As part of BBVA Compass Wealth Management, I draw on my extensive Wealth Management and…
Experience
Business Development Officer
Oct 2021 — Present · Orlando, FL, US
Education
University of Central Florida
Bachelor's degree
1987 — 1990
Skills
- Wealth Management
- Loans
- Banking
- Asset Management
- Credit
- Small Business Lending
- Commercial Lending
- Commercial Banking
- Strategic Financial Planning
- High Net Worth Individuals
- Series 7
- Wealth
- Private Banking
- Portfolio Management
- Spanish-English
- Credit Analysis
- Risk Management
- Financial Advisory
- Finance
- Series 63
- Trust Services
- Wealth Management Services
- Life Insurance
- Health Insurance
- Variable Annuities
- Financial Planning
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