Carolina Menendez

Carolina Menendez Email and Phone Number

Senior Vice President, Private Banking Group Manager @ First Horizon Bank
Florida, United States
Carolina Menendez's Location
Miami-Fort Lauderdale Area, United States, United States
Carolina Menendez's Contact Details

Carolina Menendez personal email

n/a

Carolina Menendez phone numbers

About Carolina Menendez

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.

Carolina Menendez's Current Company Details
First Horizon Bank

First Horizon Bank

View
Senior Vice President, Private Banking Group Manager
Florida, United States
Carolina Menendez Work Experience Details
  • First Horizon Bank
    Senior Vice President, Private Banking Group Manager
    First Horizon Bank
    Florida, United States
  • First Horizon Bank
    Senior Vice President, Private Banking Group Manager
    First Horizon Bank Jun 2015 - Present
    Memphis, Tn, Us
    I 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
  • Northern Trust
    Vice President,Private/Commercial Banking & Wealth Management
    Northern Trust Oct 2006 - Jun 2015
    Chicago, 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
  • Suntrust Bank
    Private Banker, Private Wealth Management
    Suntrust Bank Jan 2004 - Oct 2006
    Charlotte, 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
  • Suntrust Bank
    Portfolio Specialist, Private Wealth Management
    Suntrust Bank Apr 2003 - Jan 2004
    Charlotte, 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.
  • Suntrust Bank
    Commercial Associate
    Suntrust Bank Jun 2002 - Apr 2003
    Charlotte, Nc, Us
    Successfully 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.
  • Greater Miami Chamber Of Commerce
    International Services
    Greater Miami Chamber Of Commerce Jun 2001 - Jun 2002
    Miami, Florida, Us

Carolina Menendez Skills

Banking Credit Portfolio Management Credit Analysis Loans Financial Analysis Wealth Management Commercial Lending Financial Services Risk Management Finance Private Banking Strategic Financial Planning Financial Structuring Wealth Management Services Commercial Banking Financial Modeling

Carolina Menendez Education Details

  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    International Finance And Marketing
  • Suntrust Commercial Credit Training Program
    Suntrust Commercial Credit Training Program
  • Carrollton School Of The Sacred Heart
    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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.