Charles Skipper Email & Phone Number

Miami/Fort Lauderdale Area

Led the incorporation of a wholly-owned subsidiary of the Bank under the name of IFB Wealth Management LLC. Negotiated agreements to outsource the offering of investment products to achieve a low startup cost. Negotiated a Networking arrangement to offer security brokerage services to the bank clients. Negotiated sub-advisory agreement to offer.

Miami/Fort Lauderdale Area

• Led the Treasury department of the bank; managed the bank’s $100+ million investment portfolio, liquidity, interest rate risk, and Foreign exchange. Presented monthly at the Board’s Asset Liability Committee (ALCO).
• Maintained the Net Interest Margin of the bank between 3.10% and 3.50% during my tenure
• Realized extraordinary gains in the investment portfolio of $2 million during my tenure
• Implemented a temporary bond trading generating $6.4 million in profits for the bank
• Realized foreign exchange gains of about $1 million during my tenure
• Established $200+ million of advance lines for the bank liquidity management

Miami/Fort Lauderdale Area

• Led the sales of pre-construction real estate for properties developed by the company. Extensive experience in presentation expo-shows, training Real Estate Brokers in Florida, Colombia and Venezuela. Responsible for.
• 170 total units sold during tenure with a total value of $80 million

Miami/Fort Lauderdale Area

• Provided investment advice to domestic and Non-Resident Alien (NRA) clients. Provided advice on the stock, stock options, US Bonds, Professionally Managed Investment Portfolios, Annuities, Structured investment.
• Established a portfolio of clients with assets under management of $45 million

Bachelor'S Degree, Business Administration And Management, General

Education record