Sara
Senior Vice President - Private Wealth Advisor at U.S. Bank
- Role
- Senior Vice President - Private Wealth Advisor at U.S. Bank
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sara
As a Private Wealth Advisor, I\'m responsible for providing comprehensive wealth…
Experience
Senior Vice President - Private Wealth Advisor
Feb 2020 — Present · Newport Beach, CA, US
Education
Furman University
CBA Executive Banking School
2018 — 2020
Metropolitan State University
B.S
2001 — 2004
Risk Management Association University
Certificate
2019 — 2019
Skills
- Business Management
- Commercial Mortgages
- Asset Management
- Cross Selling
- Relationship Management
- Small Business
- Construction Loans
- Residential Homes
- Credit
- Wealth Management
- Loan Origination
- Credit Analysis
- Private Banking
- Strategic Financial Planning
- Commercial Lending
- Underwriting
- Business Banking
- Sales Management
- Lines of Credit
- Cash Management
- Portfolio Management
- Sba
- Loans
- Real Estate Financing
- Branch Management
- Finance
- Consumer Lending
- Real Estate
- Investment Properties
- Real Estate Transactions
- Credit Risk
- Mortgage Lending
- Banking
- Deposits
- Treasury Management
- Risk Management
- Retail Banking
- Financial Structuring
- Small Business Lending
- Property Management
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