John Mumper

John Mumper Email and Phone Number

Director | Private Wealth Advisor | Fiduciary @ Patina Wealth LLC
charlottesville, virginia, united states
John Mumper's Location
Richmond, Virginia, United States, United States
John Mumper's Contact Details
About John Mumper

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.

John Mumper's Current Company Details
Patina Wealth LLC

Patina Wealth Llc

View
Director | Private Wealth Advisor | Fiduciary
charlottesville, virginia, united states
Website:
patinawealth.com
Employees:
3
John Mumper Work Experience Details
  • Patina Wealth Llc
    Director - Investment Advisor
    Patina Wealth Llc May 2018 - Present
    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.
  • Xenith Bank
    Vp - Relationship Manager
    Xenith Bank Aug 2015 - May 2018
    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.
  • Xenith Bank
    Avp, Senior Analyst
    Xenith Bank May 2011 - Jan 2015
    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
  • Suntrust Bank
    Relationship Manager: Diversified Commercial Banking
    Suntrust Bank Jul 2008 - May 2011
    Greenville, South Carolina Area
  • Suntrust
    Commercial Associate
    Suntrust Jul 2008 - Feb 2009
    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.
  • Virginia Asset Management
    Intern
    Virginia Asset Management Jun 2007 - Aug 2007
    Richmond, Virginia Area
    Internship
  • Tfs Capital
    Intern
    Tfs Capital Jul 2006 - Aug 2006
    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.

John Mumper Skills

Financial Analysis Portfolio Management Financial Modeling Valuation Commercial Banking Investments Credit Commercial Lending Banking Corporate Finance Loans Capital Markets Credit Analysis Analysis Mergers And Acquisitions Mergers

John Mumper Education Details

Frequently Asked Questions about John Mumper

What company does John Mumper work for?

John Mumper works for Patina Wealth Llc

What is John Mumper's role at the current company?

John Mumper's current role is Director | Private Wealth Advisor | Fiduciary.

What is John Mumper's email address?

John Mumper's email address is j.****@****ail.com

What schools did John Mumper attend?

John Mumper attended Washington And Lee University, Douglas S. Freeman High School.

What skills is John Mumper known for?

John Mumper has skills like Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Commercial Banking, Investments, Credit, Commercial Lending, Banking, Corporate Finance, Loans, Capital Markets.

Who are John Mumper's colleagues?

John Mumper's colleagues are Sam Harris.

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