Carolina Menendez Email and Phone Number
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Throughout my career, I have been dedicated to helping families and their businesses achieve their goals, however large or small: from buying a home to refinancing a building, from saving for retirement to distributing multi generational wealth to loved ones, from opening a savings account for a minor to managing a multi million dollar corporate relationship. My clients count on me to help them with all their banking needs. I take a consultative approach in all I do, collaborating with an amazing team in Private Banking and Wealth Management.
First Horizon Bank
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Senior Vice President, Private Banking Group ManagerFirst Horizon BankFlorida, United States
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Senior Vice President, Private Banking Group ManagerFirst Horizon Bank Jun 2015 - PresentMemphis, Tn, UsI am currently a Senior Private Banking Group Manager for South Miami, Brickell, and Downtown, dedicated to advising individuals and businesses in South Florida regarding all their banking, lending, and wealth management needs.I joined the bank under Sabadell United in 2015, which was acquired by Iberiabank in 2017, and merged with First Horizon in 2020.Sales Highlights: Awarded Best Sabadell United Branch in 2016.Company-wide winner of Iberiabank Business Deposit Growth Contest in 2019 (South Miami Branch).First Horizon Diamond Circle Qualifier for FY 2020, 2021 and 2022 -
Vice President,Private/Commercial Banking & Wealth ManagementNorthern Trust Oct 2006 - Jun 2015Chicago, Illinois, Us- Proactive relationship building with new clients and existing portfolio with a focus on commercial and personal lending.- Worked in a team environment to provide holistic wealth management through several disciplines: banking, trust and estate services, and investment management- Managed a depository portfolio of high net worth clients-Top Ten Banker in US for Investment Referrals, generating over $200M in investment revenue in 2014 -
Private Banker, Private Wealth ManagementSuntrust Bank Jan 2004 - Oct 2006Charlotte, Nc, Us-Provided integrated delivery of financial services to affluent clients including: investment management, financial planning, risk management and customized lending and banking.-Focused on proactive relationship building and developing innovative solutions to meet client needs, resulting in over 100 new relationships.-Obtained Series 6, 63, 66, 7 and Registered Paraplanner License Certifications-Sales Highlights: SunTrust’s Rising Star Performer in 2004 and Top 10 in Florida in 2005 -
Portfolio Specialist, Private Wealth ManagementSuntrust Bank Apr 2003 - Jan 2004Charlotte, Nc, Us-Provided a wide range of credit and sales support to 17 private bankers including identification of cross sales opportunities, preparation of credit approval packages, annual reviews, renewals of complex credit, and coordination of loan closings.-Performed cash flow modeling/debt capacity, loan structuring, and pricing for private banking loans in Miami-Dade.
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Commercial AssociateSuntrust Bank Jun 2002 - Apr 2003Charlotte, Nc, UsSuccessfully completed an 11 month company-wide training program which included: core credit analysis, loan structuring, product knowledge education, advanced financial analysis and sales training courses.
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International ServicesGreater Miami Chamber Of Commerce Jun 2001 - Jun 2002Miami, Florida, Us
Carolina Menendez Skills
Carolina Menendez Education Details
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University Of Miami Herbert Business SchoolInternational Finance And Marketing -
Suntrust Commercial Credit Training Program
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Carrollton School Of The Sacred Heart
Frequently Asked Questions about Carolina Menendez
What company does Carolina Menendez work for?
Carolina Menendez works for First Horizon Bank
What is Carolina Menendez's role at the current company?
Carolina Menendez's current role is Senior Vice President, Private Banking Group Manager.
What is Carolina Menendez's email address?
Carolina Menendez's email address is ca****@****ank.com
What is Carolina Menendez's direct phone number?
Carolina Menendez's direct phone number is (941) 364*****
What schools did Carolina Menendez attend?
Carolina Menendez attended University Of Miami Herbert Business School, Suntrust Commercial Credit Training Program, Carrollton School Of The Sacred Heart.
What skills is Carolina Menendez known for?
Carolina Menendez has skills like Banking, Credit, Portfolio Management, Credit Analysis, Loans, Financial Analysis, Wealth Management, Commercial Lending, Financial Services, Risk Management, Finance, Private Banking.
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