Jim Burns
Senior Vice President at Wells Fargo
- Role
- Senior Credit Underwriter, the Private Bank at Wells Fargo
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Jim Burns
Over 25 years of experience in business banking, commercial real estate lending and portfolio management in the Palm Beach County market. Advisor to high net worth clients in the Private Bank, providing customized credit recommendations that are tailored to their financial goals, estate planning and tax strategies.
Experience
Senior Credit Underwriter, the Private Bank
Oct 2000 — Present · Palm Beach, FL, US
Lead the entire credit delivery process for the most complex and sophisticated client profiles Credit leadership, coaching and collaborative partnership with Private Bankers and Financial Advisors Influence credit decisions at the highest approval authorities Origination, structuring and management of credits including investor real estate and construction, complex trust and estate structures, alternative assets, and life insurance premium financing Nomination and successful completion of the Wells Fargo Balanced Leadership Experience in 2017
Education
Florida State University
Bachelor's degree
Florida State University
MBA
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