Bill Geis
EVP - Head of Private Client Banking at Raymond James Financial Inc.
- Role
- EVP - Head of Private Client Banking at Raymond James
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Bill Geis
Bill Geis: INDUSTRIES: Financial Services LOCATION: East Coast…
Experience
EVP - Head of Private Client Banking
May 2012 — Present · St. Petersburg, FL, US
Responsible for the delivery of all the banking and lending solutions offered through Raymond James Financial Advisors. Currently responsible for a $21B loan portfolio, which includes Securities-Based Lending, Margin, Tailored Lending, and Mortgage. Fastest growing lending business in the industry.Lead all sales efforts for cash products.
Education
NJ Mortage Bankers
License
Penn State University
Business Administration, Finance, and Marketing
1986 — 1988
Fox School of Business at Temple University
Bachelor, Business Administration, Finance, and Marketing
1988 — 1991
FINRA
Series 7
Skills
- Commercial Lending
- Business Strategy
- Business Planning
- Training
- Financial Analysis
- Wealth Management
- Financial Risk
- Credit Analysis
- Strategic Planning
- Financial Services
- Insurance
- Sales Management
- Management
- Portfolio Management
- Loans
- Sales
- Securities
- Private Banking
- Mortgage Lending
- Leadership
- Banking
- Strategy
- Process Improvement
- Credit
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.