Elizabeth Lear Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Elizabeth Lear Location
- Phoenix, AZ, US
Elizabeth Lear Work
- Financial Advisor @ (October 2016 - Present)
- Private Banker @ (February 2015 - October 2016)
- Member of the Board of Directors @ (January 2012 - January 2015)
- VP and Relationship Banking Specialist Manager - Commerical Lending @ (January 2013 - January 2014)
- Vice President and Private Banker @ Bank of Arizona (Bank of Oklahoma) (May 2011 - January 2013)
- Relationship Associate Manager @ Bank of Arizona (Bank of Oklahoma) (June 2009 - May 2011)
- Vice President and Assistant Market Manager - Premier Banking and Investments @ (January 2008 - March 2009)
- Vice President and Client Manager Premier Banking and Investments @ (January 2003 - January 2008)
- Vice President and Banking Center Manager @ (January 1990 - January 2003)
- Assistant Vice President and Branch Manager @ Western Savings and Loan (January 1979 - January 1990)
Elizabeth Lear Education
- University of Phoenix
Elizabeth Lear Skills
- Leadership
- Relationship Management
- Investments
- Financial Services
- Coaching
- Securities
- Brokerage
- Retirement Planning
- Financial Advisory
- Commercial Mortgages
- Banking
- Customer Relations
- Lines of Credit
- Sales
- Loan Origination
- Portfolio Management
- Mortgage Banking
- Mortgage Lending
- Refinance
- Finance
- Process Improvement
- NMLS Licensed
- Commercial Banking
- Sales Management
- Operations Management
- Credit
- Training
- Consumer Lending
- Series 7
- Project Planning
- Management
- Project Management
- Credit Analysis
- Private Banking
- Retail Banking
- Small Business Lending
- Loans
- CRM
- Commercial Lending
Elizabeth Lear Summary
- Elizabeth Lear, based in Phoenix, AZ, US, is currently a Financial Advisor at Wells Fargo Advisors. Elizabeth Lear brings experience from previous roles at Wells Fargo, Valley Youth Theatre, National Bank of Arizona and Bank of Arizona (Bank of Oklahoma). With a robust skill set that includes Leadership, Relationship Management, Investments, Financial Services, Coaching and more.
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