Consulting Services from Mark Davis
Wealth Credit
Background
Extensive banking career (all in Florida) working in all phases of lending, credit, structuring, and negotiating. 2009-2015: Senior Lender for the State of Florida for BMO Harris Private Bank 2001-2009: Relationship manager and Senior Credit Officer for Wachovia Wealth Management - Palm Beach 1999-2001: Senior Commercial lender for Kislak National Bank 1997-1999: Senior Commercial lender for BankUnited 1991-1996: Chief Credit Officer and Senior Lender, Boca Bank 1979-1991: All phases of lending and branch management, culminating in role of Chief Credit Officer for Region (Broward, Palm Beach, Martin County) Southeast Bank 1970-1979: Started as teller, and worked through collections and consumer lending area to become Commercial Lending Officer, Port Charlotte Bank and East First National Bank Certified Financial Planner Commissioner, Certified Financial Planner Board of Standards, Disciplinary and Ethics Committee SCORE Certified Mentor and Workshop Facilitator/Presenter Instructor: o Internal Lending Training programsa o AIB Lending Curriculum o RMA Florida School of Commercial Lending - Lending to high-net worth clients Webinar Presenter: (Online Financial Services Training companies) o CBANC Network o BankersHub
Consulting Services from Mark Davis
Wealth Credit
Background
Extensive banking career (all in Florida) working in all phases of lending, credit, structuring, and negotiating. 2009-2015: Senior Lender for the State of Florida for BMO Harris Private Bank 2001-2009: Relationship manager and Senior Credit Officer for Wachovia Wealth Management - Palm Beach 1999-2001: Senior Commercial lender for Kislak National Bank 1997-1999: Senior Commercial lender for BankUnited 1991-1996: Chief Credit Officer and Senior Lender, Boca Bank 1979-1991: All phases of lending and branch management, culminating in role of Chief Credit Officer for Region (Broward, Palm Beach, Martin County) Southeast Bank 1970-1979: Started as teller, and worked through collections and consumer lending area to become Commercial Lending Officer, Port Charlotte Bank and East First National Bank Certified Financial Planner Commissioner, Certified Financial Planner Board of Standards, Disciplinary and Ethics Committee SCORE Certified Mentor and Workshop Facilitator/Presenter Instructor: o Internal Lending Training programsa o AIB Lending Curriculum o RMA Florida School of Commercial Lending - Lending to high-net worth clients Webinar Presenter: (Online Financial Services Training companies) o CBANC Network o BankersHub
Copyright © 2020 | wealthcredit.net