Regional Private Banking Manager - Senior Vice President @ (September 2016 - March 2021)
Regional Private Banking Manager - Senior Vice President @ (January 1997 - September 2016)
Stephen McCord Education
The University of North Carolina at Chapel Hill
Bachelor's Degree (Business/Managerial Economics)
1979-1983
Stephen McCord Skills
High Net Worth Individuals
Private Banking
Wealth Management Strategies
Banking
Credit
Management
Team Building
Project Management
Microsoft Excel
Investments
Finance
Financial Analysis
Wealth Management
Commercial Insurance
Property and Casualty Insurance
Insurance
Underwriting
Umbrella Insurance
General Insurance
Professional Liability
Workers Compensation
Health Insurance
Risk Management
Strategy
Legal Liability
Liability
Life Insurance
Commercial Lines
D&o
Employment Practices Liability
Brokers
Casualty
Claims Management
Employee Benefits
Claim
Casualty Insurance
Directors and Officers Liability
Working with Brokers
Directors
Inland Marine
Term Life Insurance
Disability Insurance
Reinsurance
Excess
Surety Bonds
Captives
Insurance Brokerage
Executive Management
Liability Analysis
Homeowners
Health Savings Accounts
Stephen McCord Summary
Stephen McCord, based in Mooresville, NC, US, is currently a Senior Custom Credit Banker-Senior Vice President at Wells Fargo Private Bank. Stephen McCord brings experience from previous roles at Wells Fargo Private Bank. Stephen McCord holds a 1979 - 1983 Bachelor's Degree in Business/Managerial Economics @ The University of North Carolina at Chapel Hill. With a robust skill set that includes High Net Worth Individuals, Private Banking, Wealth Management Strategies, Banking, Credit and more. Stephen McCord has 1 mobile phone numbers on RocketReach.
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