May 2005 - Present
Jul 1997 - May 2005
Vice President - Private Bank
Managed a portfolio of 250+ clients with over $300 Million in assets under management. Developed sophisticated estate and financial plans to assist clients in realizing their financial goals.
Dec 1984 - Jul 1997
Executive Vice President, Corporate Banking Division
Managed the business activities of the corporate banking division and a staff of thirty-five professionals engaged in the following services: residential mortgage origination, commerical lending, credit analysis,, credit review, cash management, government banking/financial advisory, and loan work-out.
Jun 1981 - 1984
Assistant Vice President, Commercial Real Estate
Responsible for a portfolio of over $200 Million in real estate financings and development of new business for the bank.
Customer Service Pro
I am presenting to you my skills, work ethic, achievements, and no-nonsense negotiating abilities so that we can discuss my joining Reside Real Estate Company as a member of your real estate team.
MA Real Estate Sales Associate License #009518149
FL Real Estate Broker License #BK3142904
FL Community Association Manager License
NASD Series 7, 63, 65 (Currently Inactive)
MA Insurance Broker License (Life, Accident, Health License) (Currently Inactive)