Stephen Sherman
Business Specialist
- Role
- Business Service Representative - Business Development at First Citizens Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Stephen Sherman
Specialties: 20 years experience in Business Banking, Real Estate Lending, Real Estate Sales and Relationship Management. Builds strategic partnerships through excellent relationship building skills. Dynamic and driven sales leader who has driven revenues for companies while cultivating strong long term relationships with clients and partners. Demonstrates strong character while working in a team environment and enjoys helping others grow as a coach/mentor. FINRA registered: SIE, 6, 63. Life Insurance Certified MA.
Experience
Business Service Representative - Business Development
Sep 2024 — Present · US
Education
Bentley University
Bachelors, Finance
1997 — 2001
Skills
- Commercial Lending
- Investments
- Portfolio Management
- Loans
- Equities
- Series 7
- Commercial Banking
- Series 63
- Real Estate
- Mortgage Lending
- Banking
- Credit
- Asset Managment
- Real Estate Investment Consulting
- Wealth Management
- Financial Analysis
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