Jeff Ryan Felix is a high-level professional, who works in Wilmington Trust main office of which is in 21. on the position of Vice President and Senior Private Banker since 2019. This expert gained professional experience in more than seven positions at different companies. Jeff Ryan Felix went to the California State University, Northridge and received education there from 2003 to 2008. This expert has these professional qualifications: Cfp®, License 6373646, and License K00783. Santa Monica, California is the area, where this professional was known to be living. This expert's phone and email are easily accessed through this website by request.
Name variants:
Geoffrey Felix,
Jefferson Felix,
Jeffrey Felix
Last updated May 25, 2024
Contact Information
Last Update
Jul 1, 2022
Email
jf**@icloud.com, jf**@gmail.com
Location
Santa Monica, CA
Company
Workplace
Vice President and Senior Private Banker
Wilmington, DE
Industry
Financial Services, Trust Management, Business Services at Non-Commercial Site
Colleagues
Work History
Vice President and Senior Private Banker
1100 north Market St, Wilmington, DE 19890
Responsible for meeting the complex financial needs of clients throughout the West Coast region by providing strategic advice, highly personalized service, and tailored credit and banking so...
from May 2019
First Vice President and Senior Private Banker
135 north Los Robles Ave, Pasadena, CA 91101
Jan 2018 — May 2019
Vice President and Private Banker
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
Mar 1, 2016 — Jan 2018
Vice President and Private Banker
San Francisco, CA
Through a holistic, consultative, and customized needs based approach, I proactively attract, deepen, and manage comprehensive financial relationships for Union Bank's High-Net-Worth cliente...
Sep 2014 — Feb 2016
Board Chair
244 south San Pedro St SUITE 200, Los Angeles, CA 90012
The First Tee of Los Angeles’ mission is “To impact the lives of young people by providing educational programs that build character, instill life-enhancing values and promote healthy choice...
from Sep 2015
Board Member
244 south San Pedro St SUITE 200, Los Angeles, CA 90012
Aug 2011 — Sep 2015
Private Banking Relationship Associate
San Francisco, CA
Assist a team of Relationship Managers in meeting high net worth consumer's and business' Depository, Lending, Trust, Investment, and Wealth Planning needs.
Mar 2009 — Aug 2014
Education
Occupations
Executive
Vice President
Financial Broker
Banker
Real Estate Broker
Licensed Real Estate Broker
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Property Manager
Real Estate Manager
Skills
Banking
Loans
Credit
Financial Analysis
Private Banking
Wealth Management
Mortgage Lending
Commercial Banking
Social Media
Marketing
Wealth Management Services
Credit Analysis
Microsoft Office
Marketing Strategy
Small Business Lending
Commercial Lending
Event Planning
Retail Banking
Financial Services
Relationship Management
Microsoft Excel
Consumer Lending
Powerpoint
Budgets
FAQs about Jeff Ryan Felix
What's the main profession of Jeff Ryan Felix?
This professional's job is Vice President and Senior Private Banker
What are the profession of The expert?
These person's professions are Executive and Vice President
Where does Jeff Ryan Felix currently live?
Santa Monica, California is the place where Jeff Ryan Felix lives
What is Jeff Ryan Felix's email?
Jeff's email is jf**@icloud.com and jf**@gmail.com.
Where did Jeff Ryan Felix work?
The expert worked at Wilmington Trust, East West Bank.
What education does Jeff Ryan Felix have?
Jeff studied at the California State University, Northridge from 2003 to 2008.
What are the certifications of Jeff Ryan Felix?
This professional received the following certifications: Cfp®, License 6373646, and License K00783.
What languages does Jeff Ryan Felix speak?
Jeff Ryan Felix speaks English.