Robert Crabtree Email and Phone Number
Robert Crabtree work email
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Robert Crabtree personal email
Robert Crabtree phone numbers
At SunTrust Investment Services we’re your trusted advisor. As your SunTrust financial advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together we’ll develop a plan designed to meet your goals. I offer my clients more than 31 years of financial services experience.I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as:• Financial Planning• Investment Management• Risk Management• Retirement Planning• Legacy & Estate Strategies• Planning for Major Purchases• Managing Debt• Education & College Planning• Regular Portfolio RebalancingI am a native of Fort Lauderdale, Florida and a graduate of Broward College with a degree in Business Administration. How can I help you shine?
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Financial AdvisorBrightstar Credit Union Jun 2021 - PresentSunrise, Fl, Us
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Financial Advisor AssociateSuntrust Investment Services, Inc. Jan 2015 - Jun 2021UsSunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.•Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance•Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals•Determines which investment solutions best meet the client’s needs•Provides ongoing monitoring and advice -
Licensed Personal Banker (Officer)Suntrust Bank Jun 2004 - Jan 2015Charlotte, Nc, UsAssisting clients with Personal Banking Issues that can include but is not limited to Checking, Savings, Business Checking & Savings, Lending, and general banking advisement that inlcudes introductions to branch teammates that specialize in other areas of banking. Licensed to discuss some investment solutions and work in concert with the branch Financial Advisor -
Financial Service OfficerSuntrust Bank Jun 2001 - Jun 2004Charlotte, Nc, UsAssisting clients with Personal Banking Issues that can include but is not limited to Checking, Savings, Business Checking & Savings, Lending, and general banking advisement that inlcudes introductions to branch teammates that specialize in other areas of banking.
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Consumer Loan Underwriter/Processing SupervisorSuntrust Bank Sep 1997 - Jun 2001Charlotte, Nc, UsWork for a centralized lending unit in the processing of branch consumer loan applications. Worked for 72 SunTrust Offices from South Broward County to the Treasure Coast of Florida. My duties included:•Underwriting of consumer loan and equity mortgage applications•Analyzing personal financial statements and individual income tax returns•Reviewed residential property appraisals, and title policies & searches•Supervised the department responsible for the processing of the loan request after underwriting. Supervision of 5 employees•Work with 72 offices of SunTrust Bank in the process of underwriting and processing the loan application
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Consumer Loan Processing SupervisorSuntrust Bank Mar 1994 - Sep 1997Charlotte, Nc, UsWork for centralized lending unit in the processing of branch consumer loan applications. Worked for 72 SunTrust offices from South Broward County to the Treasure Coast of Florida. My duties included:•Analyzing personal financial statements and individual income tax returns•Reviewed residential property appraisals, and title policies & searches•Supervised the department responsible for the processing of the loan request after underwriting. Supervision of 5 employees•Work with 72 offices of SunTrust Bank in the processing loan applications after the underwriting process.
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Consumer Loan ProcessorSuntrust Bank Sep 1992 - Mar 1994Charlotte, Nc, UsWork for centralized lending unit in the processing of branch consumer loan applications. Worked for 72 SunTrust offices from South Broward County to the Treasure Coast of Florida. My duties included:•Analyzing personal financial statements and individual income tax returns•Reviewed residential property appraisals, and title policies & searches•Work with 72 offices of SunTrust Bank in the processing loan applications after the underwriting process.
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Financial Services RepresentativeSuntrust Bank May 1991 - Sep 1992Charlotte, Nc, UsAssisting clients with Personal Banking Issues that can include but is not limited to Checking, Savings, Business Checking & Savings, Lending, and general banking advisement that inlcudes introductions to branch teammates that specialize in other areas of banking.
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Tele-Bank OperatorSuntrust Bank Jun 1989 - May 1991Charlotte, Nc, UsWorked in the Telephone Customer Service Department for SunBank, South Florida. My duties included:•Answering incoming customer telephone inquiries in reference to all banking products•Facilitated connection of clients with appropriate bank departments to solve issues•Trained in product knowledge of all consumer and business bank products and services
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South East Regional Money Center SupervisorAtlantic National Bank/First Union Aug 1986 - Jun 1989Managed a SouthEast Regional Money Processing Center that serviced Branches for all of South Florida and Large Commercial Depositors for Atlantic National Bank/First Union. My duties included:•Daily Cash Balancing Reports for the Center•Management responsibilities for 7 Center employees•Federal Reserve Bank cash ordering and shipments•Management of Commercial Deposit Transactions that included: Change Orders, Large Deposit Processing, and coin shipments•Reported to Regional Division Manager
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Paying/Receiving TellerAtlantic National Bank Jun 1984 - Aug 1986Worked in a Paying/Receiving Teller role. My duties included:• Processing of Deposits both commercial and personal• Cashing of personal and business checks• Issuing of consignment items(money orders, cashiers checks, travelers cheques)
Robert Crabtree Skills
Robert Crabtree Education Details
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Broward CollegeGeneral -
Broward CollegeGeneral
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Broward Community CollegeGeneral
Frequently Asked Questions about Robert Crabtree
What company does Robert Crabtree work for?
Robert Crabtree works for Brightstar Credit Union
What is Robert Crabtree's role at the current company?
Robert Crabtree's current role is Financial Advisor at BrightStar Credit Union.
What is Robert Crabtree's email address?
Robert Crabtree's email address is ro****@****ust.com
What is Robert Crabtree's direct phone number?
Robert Crabtree's direct phone number is +195464*****
What schools did Robert Crabtree attend?
Robert Crabtree attended Broward College, Broward College, Broward Community College.
What are some of Robert Crabtree's interests?
Robert Crabtree has interest in Collecting Antiques, Exercise, Gardening, Outdoors, Electronics, Home Improvement, Shooting, Reading, Sports, Music.
What skills is Robert Crabtree known for?
Robert Crabtree has skills like Loans, Consumer Lending, Financial Services, Credit, Banking, Investment Review, Investment Strategies, Financial Analysis, Investment Advice, Wealth Transfer, Portfolio Review, Asset Management.
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