Top Financial Specialists in Greater San Diego Area
Matthew Guillory, MBA
Vice President - Private Banking & Wealth Management
Greater San Diego Area
Vice President - Private Banking & Wealth Management
Board Member
Vice President - Senior Relationship Manager- Corporate Banking Group
Vice President - Manager, Commercial & Private Banking
Vice Chairman & Board of Manager
Vice President - Middle Market & Business Banking / Commercial Lending
Founder & President
Board Member & Loan Committee Member
Vice President - Banking Center Manager III
Vice President - Licensed Financial Specialist
Board Member
Board Member
Bank Manager III
Branch Optimization Specialist
Assistant Manager & Residential Loan Officer
Personal Banker & Residential Loan Officer
Pepperdine University, The George L. Graziadio School of Business and Management
Comerica Bank Credit College
San Diego State University-California State University
Recommendations: 30
Banking
Credit
Finance
Loans
Financial Analysis
Leadership
Risk Management
Commercial Lending
Adam Summerer
AVP / Sales Manager
Greater San Diego Area
AVP / Sales Manager
Home Mortgage Consultant
Sr. Mortgage Banker
Sr. Mortgage Banker
Financial Specialist
Sr. Mortgage Banker
Sr. Mortgage Banker
Mortgage Broker
n/a
Recommendations: 1
Mortgage Lending
Refinance
FHA
Investment Properties
Loans
Mortgage Banking
Marketing
VA loans
a****[email protected]
Luis Guillermo Ritz
Director of Account Relations
Greater San Diego Area
Director of Account Relations
Business Development
Financial Specialist
International Sales Director at Eco Commodities, LLC
International Logistics Manager
Tecnológico de Monterrey
Arizona State University
Recommendations: 1
Sales
Wealth Management
Finance
Business Strategy
Investments
Strategic Planning
Banking
Microsoft Excel
Rachel Erwin
Sales Manager
Greater San Diego Area
Sales Manager
Catering and Events Manager/Business Development Manager
Sales Consultant/Community Manager
Leasing Specialist
Financial Specialist
Central Michigan University
Recommendations: 0
Real Estate
Luxury
New Home Sales
Hospitality
Residential Homes
Selling
Real Estate Transactions
First Time Home Buyers
e****[email protected]
Rachel Erwin
Catering and Events Manager/Business Development Manager
Greater San Diego Area
Catering and Events Manager/Business Development Manager
Sales Consultant/Community Manager
Leasing Specialist
Financial Specialist
Retail/Office Manager
Revenue/Reservations Manager
Assistant General Manager
Central Michigan University
Recommendations: 0
r****[email protected]
Annette Sophia Thompson
Digital Media Specialist
Greater San Diego Area
Digital Media Specialist
Regional Account Manager
Optician - Eyewear Sales
Financial Specialist
Business Development/ Optician
Loan Consultant/ Team Leader
Loan Consultant
Account Executive
Recommendations: 0
Sales
Mortgage Banking
Business Development
Selling
Sales Management
Team Building
Cold Calling
Retail
a****[email protected]
Holly Tremblay
Senior Recruiter, Finance and Accounting
Greater San Diego Area
Senior Recruiter, Finance and Accounting
Licensed Personal Banker II/Brokerage Associate, Assistant Vice President
Branch Manager
Financial Specialist
University of North Carolina at Wilmington
Landmark Education
Recommendations: 0
Retirement Planning
Banking
Consumer Lending
Mortgage Banking
Sales Management
Life Coaching
Small Business Lending
Notary Public
h****[email protected]
Tracy Ann Story
Loan Officer
Greater San Diego Area
Loan Officer
Financial Specialist / Mortgage Loan Officer
Loan Officer
Loan Officer
Plant Manager / Human Resources Manager
Recommendations: 0
Mortgage
Mortgage Lending
Loan Origination
First Time Home Buyers
Home Equity Loans
Mortgage Banking
Residential Mortgages
Mortgage Industry
t****[email protected]
Rebekah Harrold
Financial Analyst
Greater San Diego Area
Financial Analyst
Financial Specialist
Operations Specialist
Business Officer
UC San Diego
Recommendations: 0
PowerPoint
Human Resources
Program Management
Research
Data Analysis
Financial Analysis
l****[email protected]
Lauren Prevatil
Sales Support Specialist
Greater San Diego Area
Sales Support Specialist
Office Manager
Financial Specialist
Santa Rosa Junior College
Recommendations: 0
Microsoft Excel
Microsoft Word
Microsoft Office
Data Processing
QuickBooks
CRM Program Management
Basic HTML
Typing: 45 WPM
l****[email protected]
