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Jeff McIlvain Location
Memphis, TN, US
Jeff McIlvain Work
SVP, Managing Director - Medical and Private Client Group @ (January 2025 - Present)
Financial Advisor, Assistant Vice President @ (April 2022 - October 2024)
VP, Private Client Officer, Medical Banking Group @ (August 2016 - April 2022)
VP, Private Client Officer and Wealth Management Banker @ Bank of America / Merrill Lynch Wealth Management (May 2005 - July 2016)
VP, Retail Banking Officer @ (May 1995 - May 2005)
Jeff McIlvain Education
Belhaven College
Bachelor's Degree (Business Administration and Management, General)
2003-2006
Jeff McIlvain Skills
Active Listening
Adaptability
Branch Management
Business Development
Decision-Making
Financial Management
Financial Planning
Financial Services
Private Banking
Problem Solving
Relationship Building
Retail Banking
Sales Operations
Wealth Management Services
Portfolio Management
Asset Based Lending
Credit Analysis
Cash Management
Banking
Investments
Mortgage Lending
Credit
Finance
Services
Loans
Insurance
CRM
Commercial Banking
Wealth Management
Financial Analysis
Jeff McIlvain Summary
Jeff McIlvain, based in Memphis, TN, US, is currently a SVP, Managing Director - Medical and Private Client Group at Renasant Bank. Jeff McIlvain brings experience from previous roles at Merrill Lynch Wealth Management, First Horizon Bank, Bank of America / Merrill Lynch Wealth Management and First Tennessee Bank. Jeff McIlvain holds a 2003 - 2006 Bachelor's Degree in Business Administration and Management, General @ Belhaven College. With a robust skill set that includes Active Listening, Adaptability, Branch Management, Business Development, Decision-Making and more. Jeff McIlvain has 2 emails and 1 mobile phone numbers on RocketReach.
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