Lucy Sims Location
- Granite Bay, CA, US
Lucy Sims Work
- 2004 - now Senior Wealth Managment Banker @
- 2024 - 2025 Private Wealth Advisor @
- 2007 - 2008 Regional Private Banker @ Wells Fargo Bank
- 2006 - 2007 Premier Personal Banker @ Wells Fargo Bank
Lucy Sims Education
- California Polytechnic State University-San Luis Obispo
BS (Business; Credit/Finance)
2000 - 2004
Lucy Sims Skills
- Uniform Combined State Law
- Portfolio Management
- Credit Analysis
- Banking
- Investments
- Private Banking
- Mortgage Lending
- Lines of Credit
- Credit
- Relationship Management
- Consumer Lending
- Series 66
- Ca Insurance License
- Loans
- Small Business Lending
- Commercial Lending
- Commercial Banking
- Wealth Management
- Series 7
- Loan Origination
Lucy Sims Summary
- Lucy Sims, based in Granite Bay, CA, US, is currently a Senior Wealth Managment Banker at Wells Fargo. Lucy Sims brings experience from previous roles at U.S. Bank and Wells Fargo Bank. Lucy Sims holds a 2000 - 2004 BS in Business; Credit/Finance @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Uniform Combined State Law, Portfolio Management, Credit Analysis, Banking, Investments and more. Lucy Sims has 1 emails and 1 mobile phone numbers on RocketReach.
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