• International Wealth Advisor - Miami

    Truist (Coral Gables, FL)
    …and retention of their existing book of business. Seek to grow AUM, Deposits & Loan portfolios through outside & internal referrals. 4. Provides integrated delivery ... local advisory board members, etc.), and external partners such as CPA's, attorney 's, civic associations and other individuals and organizations that will enhance… more
    Truist (08/29/24)
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  • Client Specialist

    First Horizon Bank (Fort Lauderdale, FL)
    …clients in all areas of the clients' relationship with the bank, including loans, deposits , and other bank services + Authorize payment and fees of commercial client ... client's withdrawals on lines of credit + Communicate with clients, attorney 's, insurance companies, title companies, and various other professionals + Assist… more
    First Horizon Bank (08/24/24)
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