Lisa Dreyer
- Role
- Managing Director, Wealth Banking Manager, Pacific North Division, Senior Vice President at Wells Fargo Private Wealth
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lisa Dreyer
Investment and Insurance Products are:* Not Insured by the FDIC or…
Experience
Managing Director, Wealth Banking Manager, Pacific North Division, Senior Vice President
Mar 2021 — Present
Responsible for delivering an exceptional banking experience to high net worth clients and advisors throughout the Pacific North Division. Supporting offices in Seattle, Portland, Sacramento, San Francisco, Walnut Creek, Corte Madera, San Jose, Palo Alto, Fresno and Reno to grow our business in every market.
Skills
- Loans
- Retirement Planning
- Commercial Banking
- Private Banking
- Portfolio Management
- Banking
- Investments
- Mortgage Lending
- Credit Analysis
- Asset Management
- Wealth Management
- Strategic Financial Planning
- Financial Analysis
- Commercial Lending
- Small Business Lending
- Credit
- Wealth Management Services
- High Net Worth Individuals
- Finance
- Financial Planning
- Management
- Estate Planning
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