Jacqueline Gilbert
First Vice President/Sr. Private Wealth Advisor / US Wealth Management
- Role
- First Vice President Senior Private Wealth Advisor at Valley Bank
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jacqueline Gilbert
With more than 25 years of experience in the financial industry, I work with affluent…
Experience
First Vice President Senior Private Wealth Advisor
Sep 2025 — Present · Fort Lauderdale, FL, US
Education
Florida Atlantic University
Bachelor; Post graduate work
Florida Gulf Coast University
Certified Financial Planning Certification
Florida Gulf Coast University
Cerified Finacial Planning
2007 — 2010
Florida Atlantic University
Bachelor Of Business Administration
Skills
- Commercial Banking
- Sales
- Business Development
- Wealth Management
- Retirement Planning
- Financial Advisory
- Credit Analysis
- Spinal Cord Stimulation
- Financial Analysis
- Mortgage Lending
- Fixed Annuities
- Sales Management
- Sales Force Development
- Underwriting
- Banking
- Mutual Funds
- Risk Management
- Series 6
- Investments
- Insurance
- Finance
- Cross Selling
- Financial Services
- Crm
- Commercial Lending
- Strategic Financial Planning
- Financial Risk
- Relationship Management
- Small Business
- Credit
- Employee Benefits
- Management
- Treasury Management
- Portfolio Management
- Loans
- Annuities
- Securities
- Estate Planning
- Commercial Mortgages
- Small Business Lending
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