Nick Gums
Wealth Management Private Banker at Fremont Bank
- Role
- Wealth Management Private Banker at Fremont Bank
- Location
- Oakland, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Private Banker
Apr 2023 — Present
Skills
- Investment Strategies
- Asset Management
- Uniform Combined State Law
- Financial Planning
- Branch Banking
- Strategic Financial Planning
- Investment Advisory
- Insurance
- Customer Service
- Finance
- Retirement Planning
- Management
- Sales Management
- Cash Management
- Securities
- Cross Selling
- Mutual Funds
- Risk Management
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