Jesse Obert Email & Phone Number
Director, Private Banking @ Ascent Private Capital Management of U.S. Bank
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Jesse Obert Location
- United States
Jesse Obert Work
- 2018 -now Director, Private Banking @
- 2012 -now Associate Director, Private Banking @
- 2004 -2012 Preferred Banker @
- 2001 -2003 Branch Supervisor @
Jesse Obert Education
- University of Dayton
Bachelor of Science (Finance)
1999-2003 - LaSalle High School
Jesse Obert Skills
- Financial Advisory
- Customer Relationship Management (CRM)
- Credit Risk Management
- Financial Services
- Family Wealth Management
- P&L Management
- Sales
- Customer Retention
- Customer Satisfaction
- Wealth Management Services
- Commercial Lending
- Business Relationship Management
- Series 7
- Series 66
- OH Life & Health Insurance Licenses
- Loans
- Credit
- Lines Of Credit
- Banking
- Wealth Management
- Consumer Lending
- Small Business Lending
- Private Banking
Jesse Obert Summary
- Jesse Obert, based in United States, is currently a Director, Private Banking at Ascent Private Capital Management. Jesse Obert brings experience from previous roles at Ascent Private Capital Management, Fifth Third Bank and Kemba Credit Union. Jesse Obert holds a 1999 - 2003 Bachelor of Science in Finance @ University of Dayton. With a robust skill set that includes Financial Advisory, Customer Relationship Management (CRM), Credit Risk Management, Financial Services, Family Wealth Management and more. Jesse Obert has 5 emails and 5 mobile phone numbers on RocketReach.
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