Alice H. Email & Phone Number
Senior Vice President, Private Wealth Advisor @ U.S. Bank
5 free lookup(s).
Alice H. Location
- Newport Beach, CA, US
Alice H. Work
- 2021 -now Senior Vice President, Private Wealth Advisor @
- 2017 -2021 Parental Leave @ N/A
- 2017 -2017 Vice President of Client Development @
- 2011 -2013 Vice President, Relationship Manager @
- 2008 -2011 Vice President, Private Client Manager @
- 2007 -2007 Vice President, Client Relationship Officer @
- 2006 -2007 Vice President, Trust Consultant @
- 2001 -2006 District Sales Manager @
Alice H. Education
- Babson College - Franklin W. Olin Graduate School of Business
MBA (Entrepreneurship/Entrepreneurial Studies)
2011-2013 - San Francisco State University
Executive Certificate in Financial Planning (Financial Planning and Services)
2010-2010 - University of San Francisco
Bachelor of Science (B.S.) (Marketing)
1999-2002
Alice H. Skills
- Collaborative Problem Solving
- Customer Retention
- Microsoft Office
- Mortgage Lending
- Cross Functional Relationship Building
- Salesforce Lightning
- Credit Risk Management
- Private Wealth Management
- Wealth Management
- New Business Development
- Investments
- Strategic Planning
- Banking
- Credit
- Private Banking
- Investment Advisory
- Portfolio Management
- Asset Management
- Investment Management
- Strategic Financial Planning
- Business Development
- Philanthropy
- Estate Planning
- Asset Managment
- Financial Services
- Retirement Planning
- Financial Advisory
- Customer Relationship Management (CRM)
- Financial Planning
- Commercial Real Estate
- Residential Mortgages
- International Business Development
- Product Development
- Sales Process
- Management
- Client Services
- Cross-functional Team Leadership
- Negotiation
- Helping Clients Succeed
- Wealth Management Services
- High Net Worth Individuals
- Business Process Development
- Sales Process Implementation
- Sales Process Development
- Taxations
- Exceeding Customer Expectations
- Account Management
- Problem Solving
- Relationship Building
- CRM
- Series 7
- Relationship Management
- Series 66
- Microsoft Excel
- Financial Analysis
- Sales
- Financial Technology
- Uniform Combined State Law
- Investment Strategies
- Cross Functional Team Leadership
- Mandarin
- Succession Planning
- Shanghainese
- Real Estate Investment Trust Reit
- China Business Development
- Customer Relationship Management Crm
- Series
- Trust Services
- Product Marketing
- KYC
- Customer Service
- Finance
- Leadership
- Customer Relationship Management
Alice H. Summary
- Alice H., based in Newport Beach, CA, US, is currently a Senior Vice President, Private Wealth Advisor at U.S. Bank. Alice H. brings experience from previous roles at N/A, GW & Wade, LLC, HSBC Private Bank and US Trust. Alice H. holds a 2011 - 2013 MBA in Entrepreneurship/Entrepreneurial Studies @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Collaborative Problem Solving, Customer Retention, Microsoft Office, Mortgage Lending, Cross Functional Relationship Building and more. Alice H. has 7 emails and 2 mobile phone numbers on RocketReach.
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