Vice President, Portfolio Manager @ (March 2017 - March 2022)
Manager, Morgan Stanley Wealth Management @ (April 2015 - March 2017)
Manager, Wealth Management Banking @ (March 2014 - April 2015)
Vice President, Private Banking @ (October 2010 - March 2014)
Business Relationship Manager @ (March 2001 - September 2009)
E-4 Corporal @ (June 1996 - February 2002)
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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