Corrina Akin

Private Wealth Management Associate- Private Banking and Portfolio Management

Corrina Akin is a qualified professional, working in Umb Bank main office of which is in 750. as a Private Wealth Management Associate- Private Banking and Portfolio Management from 2015. This expert has earned professional experience in more than four positions at different companies. Corrina Akin went to the Dallas County Community College and received education from 2015. Dallas, Texas is the city, where this expert was known to be situated. The person's email address and phone number are accessed through this website by request.
Name variants:
Corrina Akin
Last updated Jul 07, 2024

Contact Information

Last Update
Jul 8, 2022
Location
Dallas, TX
Company

Workplace

UMB Bank
Private Wealth Management Associate- Private Banking and Portfolio Management

Industry

Financial Services

Work History

Private Wealth Management Associate- Private Banking and Portfolio Management

1010 Grand Ave, Kansas City, MO 64114
Working with 2 Private Bankers (VP and SVP) and a Portfolio Manager (CFP) to provide high net worth clients with all their banking, lending, and investment needs.
from May 2015

Client Relations Coordinator - Trust and Wealth Management

12900 Preston Rd, Dallas, TX 75230
Assisting 3 Trust Officers and an Executive Vice President with nurturing client relationships, prospecting and getting new business.
Feb 2011 — Apr 2015

Product Support Specialist

1667 north Priest Dr, Tempe, AZ 85281
Oct 2007 — Jan 2010

Loan Processor

Feb 2006 — Aug 2007

Education

Occupations

Executive
Vice President
Financial Broker
Portfolio Manager
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Coordinator
Executive Vice President
Chief Executive
Investment Analyst
Financial Analyst
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Managers

Skills

Calendaring
Business Letters
Multi Tasking
Microsoft Office
Event Planning
Customer Satisfaction
High Profile Projects
Discretion
Assisting High Maintenance Clients

FAQs about Corrina Akin

What's the profession of Corrina Akin?

This professional's job is Private Wealth Management Associate- Private Banking and Portfolio Management

What jobs is Corrina Akin a professional at?

The expert is proficient at Executive and Vice President jobs.

Where does Corrina Akin live?

The expert lives in Dallas, Texas.

Where did Corrina Akin work?

The expert worked at Umb Bank, North Dallas Bank & Trust Co..

Where has Corrina Akin studied?

Corrina studied at the Dallas County Community College from 2015.

What is the industry that Corrina Akin is connected to?

This professional works in Financial Services industry.

What are special skills of Corrina Akin?

This person has such skills as Calendaring, Business Letters, Multi Tasking, Microsoft Office, Event Planning, Customer Satisfaction, High Profile Projects, and Discretion.
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