Tana Cleaves's Location
San Diego, CA, US
Tana Cleaves's Work
- VP and Trust Manager @ Mutual of Omaha Bank
- VP and Senior Trust Officer @ US Trust Division of Bank of America
- VP and Senior Trust Officer @ First American Trust
- Vice-President and Manager, Private Client Services @ Wells Fargo
Tana Cleaves's Education
- Cannon Financial Institute
Graduate (Trust School and Wealth Sales Mgmt.)
1992 - 2008 - Institute of Certified Bankers, WA,D.C.
CTFA (Trust)
1995 - 1995 - California State University-Sacramento
BS (Business - Marketing Emphasis)
1975 - 1985
Tana Cleaves's Skills
- Wealth Management Services
- Investment Advisory
- Banking
- Process Improvement
- Wills
- Mutual Funds
- Trust Services
- New Business Development
- Retirement Planning
- Public Speaking
Tana Cleaves's Summary
Tana Cleaves, based in San Diego, CA, US, is currently a VP and Trust Manager at Mutual of Omaha Bank, bringing experience from previous roles at US Trust Division of Bank of America, First American Trust and Wells Fargo. Tana Cleaves holds a 1992 - 2008 Graduate in Trust School and Wealth Sales Mgmt. @ Cannon Financial Institute. With a robust skill set that includes Wealth Management Services, Investment Advisory, Banking, Process Improvement, Wills and more, Tana Cleaves contributes valuable insights to the industry.
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