Ellen Forbus
VP/Private Banker at ERIEBANK
- Role
- VP Private Banker at ERIEBANK
- Location
- Mentor, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ellen Forbus
It is my privilege to oversee my clients\' relationships and assist them in navigating the…
Experience
VP Private Banker
Mar 2021 — Present · Cleveland, OH, US
I help clients reach practical solutions to financial stability & security.
Education
Lakeland Community College
Accounting and Business/Management
2005 — 2014
Skills
- Credit
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Consumer Lending
- Securities
- Estate Planning
- Financial Services
- Strategic Financial Planning
- Retirement Planning
- Credit Analysis
- Commercial Banking
- Investment Management
- Small Business Lending
- Strategic Planning
- Fixed Annuities
- Private Banking
- Series 7
- Portfolio Management
- Loans
- Investments
- High Net Worth Individuals
- Wealth Management
- Banking
- Mutual Funds
- Mergers & Acquisitions
- Commercial Lending
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