Grady Bishop
Financial Advisor
- Role
- Financial Advisor at UBS
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Grady Bishop
I have been in the financial services industry for 15 years. Truly dedicating my time and care to the families I support. We keep our business relatively small by design to allow us to work with the best possible relationship. Always interested in growing our are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Financial Advisor
Nov 2018 — Present · Omaha, NE, US
Education
University of Nebraska-Lincoln
N/a, Business, Accounting
2000 — 2002
Skills
- Deposits
- Customer Retention
- Wealth Management
- Loan Origination
- Small Business Lending
- Customer Acquisition
- Building Relationships
- Credit Cards
- Consumer Lending
- Cross Selling
- Commercial Lending
- Banking
- Time Management
- Sales
- Lines of Credit
- Insurance
- Home Equity Loans
- Relationship Management
- Credit
- Private Banking
- People Skills
- Investments
- Financial Planning
- Customer Experience
- Retail Banking
- Loans
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