Elizabeth Lear Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Elizabeth Lear Location
- Phoenix, AZ, US
Elizabeth Lear Work
- 2016 -now Financial Advisor @
- 2015 -2016 Private Banker @
- 2012 -2015 Member of the Board of Directors @
- 2013 -2014 VP and Relationship Banking Specialist Manager - Commerical Lending @
- 2011 -2013 Vice President and Private Banker @ Bank of Arizona (Bank of Oklahoma)
- 2009 -2011 Relationship Associate Manager @ Bank of Arizona (Bank of Oklahoma)
- 2008 -2009 Vice President and Assistant Market Manager - Premier Banking and Investments @
- 2003 -2008 Vice President and Client Manager Premier Banking and Investments @
- 1990 -2003 Vice President and Banking Center Manager @
- 1979 -1990 Assistant Vice President and Branch Manager @ Western Savings and Loan
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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