• Private Banking Relationship Manager

    First Horizon Bank (Atlanta, GA)
    …portfolios, providing clients with wealth management and treasury management solutions , cultivating current relationships, identifying and marketing to prospects, ... other product/services for clients + Maintain a thorough knowledge of bank's lending policies and regulatory requirements with a particular knowledge of Consumer more
    First Horizon Bank (06/18/24)
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  • Asset Management Group Undergraduate Intern

    PNC (Atlanta, GA)
    …Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending , investment management, estate/retirement planning ... clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust… more
    PNC (08/08/24)
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