Bill Geis Email & Phone Number
EVP - Head of Private Client Banking @ Raymond James
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Bill Geis Location
- Saint Petersburg, FL, US
Bill Geis Work
- EVP - Head of Private Client Banking @ (May 2012 - Present)
- Head of Lending and Deposits @ (February 2010 - May 2012)
- Executive Director - Head of Securities Backed Lending @ (November 2006 - July 2008)
- SVP - National Head of Sales and Product Manager - Homeloans and Commercial Lending @ (January 1998 - January 2006)
- Credit Officer @ (January 1991 - January 1998)
Bill Geis Education
- Fox School of Business at Temple University
Bachelor (Business Administration, Finance, and Marketing)
1988-1991 - Penn State University
(Business Administration, Finance, and Marketing)
1986-1988 - FINRA
Series 7
- NJ Mortage Bankers
(License)
Bill Geis Skills
- Credit
- Wealth Management
- Banking
- Portfolio Management
- Strategy
- Mortgage Lending
- Management
- Business Strategy
- Securities
- Strategic Planning
- Process Improvement
- Sales Management
- Insurance
- Training
- Sales
- Credit Analysis
- Financial Analysis
- Commercial Lending
- Business Planning
- Leadership
- Financial Services
- Loans
- Financial Risk
- Retail
- Private Banking
Bill Geis Summary
- Bill Geis, based in Saint Petersburg, FL, US, is currently a EVP - Head of Private Client Banking at Raymond James Financial Inc.. Bill Geis brings experience from previous roles at Regions Financial Corporation, UBS, Smith Barney and First Union. Bill Geis holds a 1988 - 1991 Bachelor in Business Administration, Finance, and Marketing @ Fox School of Business at Temple University. With a robust skill set that includes Credit, Wealth Management, Banking, Portfolio Management, Strategy and more. Bill Geis has 4 emails and 3 mobile phone numbers on RocketReach.
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