Mardee Formales
Vice President, Private Banking Relationship Manager at U.S. Bank
- Role
- Vice President-private Banking Relationship Manager at U.S. Bank
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mardee Formales
I am currently a Private Bank Relationship Manager with the Private Wealth Management…
Experience
Vice President-private Banking Relationship Manager
Jul 2019 — Present · San Diego, CA, US
Education
Whittier College
BA
1999 — 2003
Skills
- Investment Strategies
- Private Banking
- Financial Planning
- Mortgage Lending
- Investment Advisory
- Investments
- Lines of Credit
- Credit
- Sales
- Financial Advisory
- Strategy
- Commercial Lending
- Strategic Financial Planning
- Series 63
- Small Business Lending
- Series 7
- Wealth Management
- Loan Origination
- Relationship Management
- Portfolio Management
- Loans
- Insurance
- Banking
- Retail Banking
- Credit Analysis
- Mortgage Banking
- Finance
- Commercial Banking
- Financial Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.