Julio Roque
Sr. Level Financial Professional | Builds Strong Value-Based Relationships | Capitalizes On Growth Opportunities
- Role
- Private Wealth Market Executive, SVP at Synovus
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Julio Roque
Sr. Level Financial Industry Professional…
Experience
Private Wealth Market Executive, SVP
Aug 2019 — Present · Miami, TX, US
Certified Wealth Strategist, Certified Exit Planning Advisor
Skills
- Cash Management
- Credit Analysis
- Commercial Banking
- Refinance
- Commercial Mortgages
- Series 63
- Private Banking
- Commercial Lending
- Mortgage Banking
- Management
- Finance
- Relationship Management
- Staff Development
- Quality Assurance
- Residential Mortgages
- Strategic Financial Planning
- Financial Planning
- Mortgage Lending
- Equities
- Portfolio Management
- Loans
- Fixed Income
- Series 7
- Uniform Combined State Law
- Banking
- Mutual Funds
- Regulatory Compliance
- Risk Management
- Wealth Management Services
- Lines of Credit
- Revenue Assurance
- Credit
- Retirement Planning
- Wealth Management
- Loan Origination
- Retail Banking
- Underwriting
- Asset Management
- Consumer Lending
- Series 6
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