Negin Banaei
- Role
- Vice President & Wealth Consultant at First Citizens Bank
- Location
- Beverly Hills, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Negin Banaei
Extensive experience in developing and managing high net worth client relationships…
Experience
Vice President & Wealth Consultant
Apr 2023 — Present
Education
Golden Gate University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Skills
- Investments
- Consumer Lending
- Retirement
- Leadership
- Financial Planners
- Loan Origination
- High Net Worth Individuals
- Financial Accounting
- Microsoft Office
- Lines of Credit
- Strategic Financial Planning
- Credit Scoring
- Business Development
- Sales Management
- Wealth Management
- Credit
- Relationship Management
- Banking
- Treasury Management
- Finance
- Asset Management
- Management
- Foreign Exchange
- Risk Management
- Retail Banking
- Commercial Lending
- Portfolio Management
- Private Banking
- Retirement Planning
- Financial Services
- Project Management
- Residential Mortgages
- Mortgage Lending
- Commercial Banking
- Investment Advisory
- Business Relationship Management
- Asset Based Lending
- Loans
- Investment Banking
- Cross Selling
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.