Senior Wealth Management Banker - Senior Assistant Vice President at Wells Fargo Private Bank, NMLSR ID: 450911
I took part in the 2024 FOCUS Conference a couple of weeks ago and was a part of the Banking panel. Always great to provide advice and answer questions around the private banking/wealth management banking space (all others were in the commercial/business banking space). Great work by the Association of Finance Scholars at CSU Fresno. Go Dogs!
Building your financial literacy empowers you to make informed financial decisions, manage your money and goals, and navigate the complex world of banking, investments, and credit. Robin Cooke, TowneBank President of Retail Banking, provides a comprehensive overview of tools and resources for financial success at https://lnkd.in/e8EhUDne.
Becoming your own banker is not about money; it's about regaining control over your own life. - Nelson Nash If you want to learn more about Private banking, Register here: https://lnkd.in/eKhDpvUk for a FREE lunch and learn.
Building your financial literacy empowers you to make informed financial decisions, manage your money and goals, and navigate the complex world of banking, investments, and credit. Robin Cooke, TowneBank President of Retail Banking, provides a comprehensive overview of tools and resources for financial success at https://lnkd.in/efm2kUuj.
Building your financial literacy empowers you to make informed financial decisions, manage your money and goals, and navigate the complex world of banking, investments, and credit. Robin Cooke, TowneBank President of Retail Banking, provides a comprehensive overview of tools and resources for financial success at https://lnkd.in/ehVerej6.
Building your financial literacy empowers you to make informed financial decisions, manage your money and goals, and navigate the complex world of banking, investments, and credit. Robin Cooke, TowneBank President of Retail Banking, provides a comprehensive overview of tools and resources for financial success at https://lnkd.in/gJsdfB4W.
Building your financial literacy empowers you to make informed financial decisions, manage your money and goals, and navigate the complex world of banking, investments, and credit. Robin Cooke, TowneBank President of Retail Banking, provides a comprehensive overview of tools and resources for financial success at https://lnkd.in/eP2FjkRM.
Building your financial literacy empowers you to make informed financial decisions, manage your money and goals, and navigate the complex world of banking, investments, and credit. Robin Cooke, TowneBank President of Retail Banking, provides a comprehensive overview of tools and resources for financial success at https://lnkd.in/e2DYes5p.
Building your financial literacy empowers you to make informed financial decisions, manage your money and goals, and navigate the complex world of banking, investments, and credit. Robin Cooke, TowneBank President of Retail Banking, provides a comprehensive overview of tools and resources for financial success at https://lnkd.in/efd9GDvw.
Private banking and wealth management are often used interchangeably, but there are important distinctions between each service. Check out our latest blog to learn more: https://lnkd.in/ewV3xCrr #PrivateBanking #WealthManagement #LeaderBank #ElevateBanking
#CommunityBankingMonth is coming to an end soon! Here is another great quote about #communitybanking and what it means to our Business Banking Officer Ken Sprinkles!
Residence Specialist at Vida Luna Housing Spring 2024 elected Treasurer of CSUF’s AFS & SMIF Club. Managed $8.3 Million in Portfolio Assets for CSUF SMIF.
1moAmazing panel by my close friends over at FOCUS🙌🏼