- HSBC (San Francisco, CA)
- Wealth and Premier Banking Western ...of delivering the International Wealth and Premier Banking (IWPB) and Global Private Banking ... strategy, and a consistent sales cadence and service culture for Wealth , Premier and Private Banking Customers / Stakeholders + Support management sales… more
- Wells Fargo (Los Angeles, CA)
- …on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and ... Wealth & Investment Management (WIM) is one of...field. + Advanced certifications in lending, credit analysis, or private banking . + FINRA registration including Series… more
