Joseph Cleveland
Senior Vice President and Private Wealth Advisor-trust @FineMark National Bank & Trust
Naples, FL, US
EMAILS
j••••••••@finemarkbank.com
MOBILE NUMBERS
+12•••••••69
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WORK HISTORY
Jan 2018 — Present
Senior Vice President and Private Wealth Advisor-trust @FineMark National Bank & Trust
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Bonita Springs, FL, US
Trust Administration, Estate Settlement, Estate and Financial Planning.
EDUCATION
1981 — 1985
University of North Alabama
Bachelor's degree, Finance and Economics
SKILLS
CreditTrust ServicesFinancial AnalysisInvestment AdvisoryPortfolio ManagementLoansEstate PlanningUnderwritingCommercial LendingRetirement PlanningManagementPrivate BankingAsset ManagementStrategic Financial PlanningCommercial BankingAsset AllocationBankingInvestmentsSeries 7Real EstateWealth ManagementCredit Analysis
ABOUT JOSEPH CLEVELAND
Senior Vice President and Private Wealth Advisor-Trust at FineMark National Bank & Trust
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