Barbara V.

Barbara V. Email and Phone Number

Financial Consultant @
Barbara V.'s Location
United States, United States
Barbara V.'s Contact Details

Barbara V. personal email

n/a
About Barbara V.

Responsible for developing wealth planning strategies for high net clients to include investment management, fiduciary services and risk management.Specialties: Cultivating relationships and trust with high net worth clients and prospects. Developing a team to support those needs.

Barbara V.'s Current Company Details
Financial Services

Financial Services

Financial Consultant
Barbara V. Work Experience Details
  • Financial Services
    Consultant
    Financial Services Apr 2013 - Present
    Tampa/St. Petersburg, Florida Area
    Senior Consultant for major Financial Services Company.
  • Suntrust Bank
    Private Wealth Management Advisor
    Suntrust Bank Apr 1990 - Apr 2013
    Orlando,Florida
    View
  • Suntrust Bank
    Area Manager
    Suntrust Bank Nov 1985 - Aug 1990
    Lake Mary Florida
    Responsible for retail branches in Seminole County.
    View

Barbara V. Skills

Wealth Management Services High Net Worth Individuals Wealth Management Investment Management Commercial Lending Banking Portfolio Management Private Banking Risk Management Lines Of Credit Credit Commercial Banking Loans Cross Selling Mutual Funds Investments Consumer Lending Credit Analysis Estate Planning Financial Services Series 7 Small Business Lending Retail Banking Mortgage Lending Asset Allocation Treasury Management Investment Advisory Series 63 Trust Services Retirement Planning Strategic Planning Cash Management Strategic Financial Planning Wealth Commercial Mortgages Asset Management Relationship Management Consulting

Barbara V. Education Details

Frequently Asked Questions about Barbara V.

What company does Barbara V. work for?

Barbara V. works for Financial Services

What is Barbara V.'s role at the current company?

Barbara V.'s current role is Financial Consultant.

What is Barbara V.'s email address?

Barbara V.'s email address is ba****@****.rr.com

What schools did Barbara V. attend?

Barbara V. attended Lebanon Catholic, Rollins College, University Of Central Florida.

What are some of Barbara V.'s interests?

Barbara V. has interest in Running And Kayaking.

What skills is Barbara V. known for?

Barbara V. has skills like Wealth Management Services, High Net Worth Individuals, Wealth Management, Investment Management, Commercial Lending, Banking, Portfolio Management, Private Banking, Risk Management, Lines Of Credit, Credit, Commercial Banking.

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