Kaufman Rossin Wealth
Senior Wealth Consultant
University of Miami Nov 2016 - Sep 2018
Executive Director Development
Gibraltar Private Bank & Trust Nov 2007 - Oct 2016
Senior Vice President - Private Banker
Suntrust Bank Jul 1989 - Apr 2007
First Vice President - Private Banking
Florida National Bank 1986 - 1989
Graduate Management Trainee
Education:
Florida International University 1981 - 1985
Bachelors, Bachelor of Business Administration, Finance
Monsignor Edward Pace High School 1978 - 1981
Skills:
Private Banking Credit Risk Management Financial Services Credit Analysis Financial Analysis Business Development Portfolio Management Commercial Banking Consumer Lending Small Business Lending Business Strategy Interpersonal Relationships Sales Management Management Relationship Development Major Gift Cultivation Banking Loans Commercial Lending Finance Commercial Mortgages Cash Management Financial Structuring Loan Origination Wealth Management Services Credit Risk Retail Banking Lines of Credit Investments Underwriting Asset Management Financial Risk Mortgage Banking Asset Allocation High Net Worth Individuals
Interests:
Cooking Economic Empowerment Electronics Home Improvement Reading Gourmet Cooking Home Decoration
Paramount Residential Mortgage Group Inc. (Prmg Inc.)
Fha De and Va Sar Mortgage Underwriter Iv
Bank of America 2009 - Dec 2013
Avp, Fha De Mortgage Underwriter Iv
Lehman Brothers Aurora Loan Services/Bnc Mortgage Mar 1996 - Nov 2008
Avp, Senior Credit Underwriting Manager
J.i. Kislak Mortgage Llc Jan 1992 - Mar 1995
New Loans Supervisor
Education:
Florida International University - College of Business