• Private Client Relationship Manager

    First Horizon Bank (Orlando, FL)
    …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... audit, compliance and regulatory framework to ensure a high quality , compliant portfolio of relationships. + Using sound judgment...working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge… more
    First Horizon Bank (07/23/25)
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  • Wealth Advisor III - Tampa / Naples

    Truist (Tampa, FL)
    …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... and regulatory framework in order to ensure a high quality , compliant portfolio of relationships. * Using sound judgment...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
    Truist (06/03/25)
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