Union Bank Apr 2017 - Oct 2018
Vice President, Private Banker-The Private Bank
U.s. Bank Apr 2017 - Oct 2018
Vice President, Private Wealth Advisor
Northwestern Mutual Dec 31, 2016 - Mar 2017
Financial Advisor
Wells Fargo 2013 - 2016
Vice President, Business Development Officer and Commercial Lending
Wells Fargo 2009 - 2013
Avp, Regional Private Banker
Education:
Uc Irvine 1997 - 2002
Bachelors, Bachelor of Arts, Management, International Studies
Uc Irvine 1988 - 1992
Bachelors, Bachelor of Arts
Skills:
Estate Planning Asset Based Lending Financial Advisory Home Equity Lines of Credit Series 63 Commercial Mortgages Banking Cash Management Real Estate Lending Branch Management Lines of Credit Insurance Retirement Planning Wealth Management Services Loan Origination Portfolio Management Mortgage Banking Investments Relationship Management Mortgage Lending Treasury Management 401K Real Estate Financing Investment Advisory Deposits Financial Services Commercial Banking Wealth Management Bank Management Uniform Combined State Law High Net Worth Individuals Home Equity Credit Consumer Lending Wealth Personal Financial Planning Securities Lending Management Building High Performance Sales Teams Credit Analysis Sba Insurance Planning Private Banking Retail Banking Commercial Lending Commercial Real Estate Life and Health Insurance Licenses Small Business Lending Loans Series 7 Residential Mortgages
Languages:
English Farsi
Certifications:
Series 7 Series 66 Financial Industry Regulatory Authority (Finra)