Jason Davis
Vice President & Senior Private Banker at California Bank & Trust/Premier Wealth Management
- Role
- Vice President & Senior Private Banker at California Bank & Trust
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Jason Davis
Provide customized lending and premier wealth management solutions to the high net worth segment.
Experience
Vice President & Senior Private Banker
May 2019 — Present · San Diego, CA, US
Be a trusted advisor for my clients by providing a full service, team based approach for the most complex wealth issues. I provide customized lending such as investor real estate loans, consumer & business lending, wealth planning, insurance, trust, and brokerage/investment management solutions.
Education
Grossmont College
Business Education
University of Phoenix
Business Management
Skills
- Series 7
- Banking
- Insurance
- Commercial Mortgages
- Finance
- Private Banking
- Portfolio Management
- Loans
- Investments
- Commercial Banking
- Small Business Lending
- Real Estate
- Credit
- Wealth Management Services
- Mortgage Lending
- Credit Analysis
- Wealth Management
- Loan Origination
- Commercial Lending
- Management
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