Jason Lilly's Location
Irvine, CA, US
Jason Lilly's Work
- Vice President and Private Banker @ California Bank & Trust
- VP and Citi Private Client Relationship Manager @ Citi
- AVP and Branch Manager @ Comerica Bank
- VP and Branch Manager @ JPMorgan Chase & Co.
- VP and Project Manager and Branch Manager @ Wells Fargo
Jason Lilly's Education
- The Wharton School
(Aresty institute of Executive Education)
- California State University, Northridge
(American History (United States))
Jason Lilly's Skills
- Series 6
- Small Business Lending
- Loans
- Retail Banking
- Credit
- Banking
- Wealth Management
- Portfolio Management
- Branch Management
- Series 63
Jason Lilly's Summary
Jason Lilly, based in Irvine, CA, US, is currently a Vice President and Private Banker at California Bank & Trust, bringing experience from previous roles at Citi, Comerica Bank, JPMorgan Chase & Co. and Wells Fargo. Jason Lilly holds a The Wharton School. With a robust skill set that includes Series 6, Small Business Lending, Loans, Retail Banking, Credit and more, Jason Lilly contributes valuable insights to the industry. Jason Lilly has 5 emails and 1 mobile phone number on RocketReach.
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