Jerry Millar Email & Phone Number
Vice President, Private Banking Underwriting Manager @ Columbia Bank
5 free lookup(s).
Jerry Millar Location
- San Diego, CA, US
Jerry Millar Work
- 2022 - now Vice President, Private Banking Underwriting Manager @
- 2017 - 2022 Vice President, Portfolio Manager @
- 2015 - 2017 Manager, Morgan Stanley Wealth Management @
- 2014 - 2015 Manager, Wealth Management Banking @
- 2010 - 2014 Vice President, Private Banking @
- 2009 - 2010 Commercial Banker @
- 2001 - 2009 Business Relationship Manager @
- 1996 - 2002 E-4 Corporal @
Jerry Millar Education
- Harvard University
- Bishop Blanchet High School
Jerry Millar Skills
- Credit Risk
- Credit
- Credit Portfolio Management
- High Net Worth Individuals
- Commercial Lending
- Business Development
- Funding
- Biodegradable Products
- Capital Markets
- Private Banking
- Banking
- Portfolio Management
- Asset Based Lending
- Loan Portfolio Analysis
- Credit Evaluation
- High Net Worth
- Customer Service
- Financial Modeling
- Wealth Management
- Business Planning
- Securities Lending
- Underwriting
- C&i
- Credit Analysis
- Cash Flow Lending
- Commercial Mortgages
- Leadership
- Investments
- Sales
- Financial Statement
- Loan Origination
- Loans
- Accounting
- Commercial Credit
- Financial Analysis
- Strategic Financial
- Exceptional Customer Service
- Series 7
- Treasury Management
- Custom and Private Label Products
- Commercial Banking
- Marketing
- Strategic Financial Planning
- Small Business Lending
- Financial Statement Analysis
- Credit Portfolio
- Thorough Estimates
- Series 63
- Financial Planning
- Series 10
- Series 24
- Financial Reporting
- Broker Dealer
- Trading
- Investment Properties
- Series 9
Jerry Millar Summary
- Jerry Millar, based in San Diego, CA, US, is currently a Vice President, Private Banking Underwriting Manager at Columbia Bank. Jerry Millar brings experience from previous roles at Wells Fargo, Morgan Stanley and Merrill Lynch. Jerry Millar holds a Harvard University. With a robust skill set that includes Credit Risk, Credit, Credit Portfolio Management, High Net Worth Individuals, Commercial Lending and more. Jerry Millar has 3 emails and 1 mobile phone numbers on RocketReach.
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