Kevin Dommes
Director, UBS
- Role
- Director - Senior Wealth Management Banker at UBS
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Kevin Dommes
Highly accomplished financial services and banking executive with 25+ years of expertise…
Experience
Director - Senior Wealth Management Banker
Sep 2016 — Present · CA, US
Strategically spearhead and manage the adoption and growth of UBS’s banking platform, partnering with 300+ Financial Advisors across six states to drive product integration. Managed and mentored a team of 3 Jr. Bankers, consistently exceeding team goals by 20% for four consecutive years.• Deliver comprehensive lending and deposit solutions, including securities-based lending (SBL), residential/commercial mortgages, cash management, and specialty lending, tailored specifically for HNW/UHNW clients. • Develop and lead comprehensive training initiatives and educational programs for financial advisors, ensuring seamless integration of banking solutions with client wealth management objectives. • Cultivated strategic banking partnerships with advisors to foster client relationship growth and significantly enhance advisor productivity.• Served as an influential member of the Advisory Council, contributing to strategic planning and product development.
Education
The University of Arizona
Bachelor of Arts (BA)
Skills
- Financial Services
- Portfolio Management
- Selling
- Loans
- Direct Lending
- Finance
- Sales Process
- Asset Based Lending
- Business Development
- Loan Origination
- Banking
- Risk Management
- Loan Pricing
- Management
- Credit Analysis
- Series 7
- Credit
- Asset Based Financing
- Asset-Based
- Asset Management
- Sales
- Sales Management
- Underwriting
- Trading
- Leveraged Lending
- Property Financing
- Investments
- Mortgage Lending
- Collateral
- Financial Transactions
- Finra
- Wholesale Lending
- New Business Development
- Banking Relationships
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