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@patinawealth.com
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John Mumper is listed as Director | Private Wealth Advisor | Fiduciary at Patina Wealth LLC, a with 3 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at patinawealth.com and a matched LinkedIn profile for John Mumper.
John Mumper previously worked as Director - Investment Advisor at Patina Wealth Llc and VP - Relationship Manager at Xenith Bank. John Mumper holds Bs Business Administration, Special Attainments In Commerce from Washington And Lee University.
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John Mumper is a Director | Private Wealth Advisor | Fiduciary at Patina Wealth LLC. He possess expertise in financial analysis, portfolio management, financial modeling, valuation, commercial banking and 11 more skills.
Listed skills include Financial Analysis, Portfolio Management, Financial Modeling, Valuation, and 12 others.
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Richmond, Virginia Area
As an independent Registered Investment Advisor, I help individuals plan, and invest, for their financial future. Being independent is important because it allows me to act as a fiduciary to my clients, which means always putting my clients' interests ahead of my own.
Richmond, Virginia Area
• Business development and management of commercial banking relationships throughout Virginia.• Typically lend to middle market operating companies seeking financing for growth, working capital, acquisitions, recapitalizations, equipment financing, owner-occupied real estate, etc. • Particular expertise in the government contracting industry.
Washington D.C. Metro Area
• Perform extensive evaluation and analysis of lending opportunities that assist business customers/prospects and business development efforts• Prepare formal credit underwriting packages in support of the Bank’s lending goals, monitor the existing portfolio, assist in credit reporting duties, and partner with relationship managers on loan closings• Specific responsibilities include financial statement analysis, financial modeling, preparation of credit memorandums, industry research as well as calls with customers and prospects• Particular expertise in the government contracting industry
Charlotte, North Carolina Area
Successful completion of SunTrust's Commercial Management Associate Program. I spent several months learning sales techniques, advanced underwriting skills and product knowledge by spending time in Atlanta, Richmond, and Charlotte during the program.
Richmond, Virginia Area
InternshipTFS Capital LLC is an employee-owned independent advisory firm that provides portfolio management services to investment funds. The firm currently manages three mutual funds, the TFS Market Neutral Fund, the TFS Small Cap Fund, and the TFS Hedged Futures Fund, and also offers hedge funds that are available to qualified investors.
Activities and Societies: Phi Delta Theta, Varsity Men's Basketball, Varsity Men's Football,
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John Mumper works for Patina Wealth LLC.
John Mumper is listed as Director | Private Wealth Advisor | Fiduciary at Patina Wealth LLC.
AeroLeads has found 1 work email signal at @patinawealth.com for John Mumper at Patina Wealth LLC.
John Mumper is based in Richmond, Virginia, United States while working with Patina Wealth LLC.
John Mumper has worked for Patina Wealth Llc, Xenith Bank, Suntrust Bank, Suntrust, and Virginia Asset Management.
John Mumper's colleagues at Patina Wealth LLC include Sam Harris.
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John Mumper holds Bs Business Administration, Special Attainments In Commerce from Washington And Lee University.
John Mumper is listed with skills including Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Commercial Banking, Investments, Credit, and Commercial Lending.
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