Jennifer Andersen
Executive Director, Sr. Private Banking Advisor
- Role
- Executive Director, Sr Private Banking Advisor at Texas Capital
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jennifer Andersen
Highly motivated relationship manager with extensive experience serving UHNW and HNW…
Experience
Executive Director, Sr Private Banking Advisor
May 2023 — Present · Dallas, TX, US
Lead customized wealth management and credit solutions for UHNW families, family offices, and corporate clients.Trusted advisor fostering client advocacy, strategic advice, and proactive relationship expansion.Collaborate cross-functionally with key stakeholders and senior leaders in all verticals to deliver one firm and ensure a seamless client experience.
Skills
- Series 7
- Private Banking
- Wealth Management
- Mortgage Lending
- Life & Health Insurance Licenses
- Financial Advisory
- Wealth Management Services
- Credit
- Strategic Financial Planning
- Relationship Management
- Banking
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