Summary
Overview
Work History
Education
Skills
Professional Licensing
Timeline
Generic

Eddie DeGree

3110 Greenscape Lane, Las Vegas,NV

Summary

Experienced banking and financial services executive who demonstrates a proven ability to lead teams, foster collaboration, and deliver impactful results.

Overview

17
17
years of professional experience

Work History

Owner / President

JEDEE, LLC
Las Vegas, NV
10.2019 - Current
  • Provides strategic business consulting services to a select clientele, including high-net-worth individuals, business owners, real estate investors, and financial institutions, with a focus on tailored solutions to drive growth, optimize operations, and enhance financial performance

Founder, Market President

ICON Business Bank
Las Vegas, NV
07.2021 - 09.2024
  • Founder and Executive Leader of a startup bank, responsible for leading all phases of the bank's formation, including securing regulatory approvals, driving capital fundraising efforts, and developing comprehensive strategic plans.
  • Built a solid operational foundation, navigated complex regulatory landscapes, and positioned the bank for long-term success.

First Vice President, Regional Director

Wells Fargo Advisors
Seattle, WA
03.2017 - 12.2019
  • Led a cross-functional team of business line partners across private banking, business banking, consumer lending, and trust and fiduciary services.
  • Directed efforts to grow banking and lending revenue within a 16-office, 5-state territory, driving performance through strategic relationship management, market expansion, and revenue optimization initiatives.

Vice President, Private Banker

Morgan Stanley Private Bank, N.A.
Seattle, WA
04.2011 - 03.2017
  • Built out Morgan Stanley's private bank, delivering custom credit and lending, and digital cash management solutions to Morgan Stanley Wealth Management clientele
  • 2015 Summit Club Award recipient: recognizing the top 20 performing private bankers in the country
  • Grew total loan portfolio balances from $300MM to $600MM between 2013-2016

Financial Analyst

MGM Resorts Internation
Las Vegas, NV
06.2009 - 04.2011
  • Collaborated with the property CFA and department managers in casino, hotel, food and beverage, retail, and entertainment to maximize business productivity and profitability

Associate Relationship Manager

First Republic Bank
Las Vegas, NV
12.2007 - 05.2009
  • Worked in a training rotation through core bank departments including credit, lending support, compliance, deposit services, business banking, trust services, and wealth management

Education

Graduate Certificate in Banking - Executive Banking

Pacific Coast Banking School
Seattle, WA
08.2017

Master of Science - Finance And Economics

University of Nevada
Reno, NV
05.2007

Skills

    Leadership and Management

    Client Relationship Management

    Business Development

    Trusted Financial Advisor

Professional Licensing

FINRA Series 7, 63 & 65

Timeline

Founder, Market President

ICON Business Bank
07.2021 - 09.2024

Owner / President

JEDEE, LLC
10.2019 - Current

First Vice President, Regional Director

Wells Fargo Advisors
03.2017 - 12.2019

Vice President, Private Banker

Morgan Stanley Private Bank, N.A.
04.2011 - 03.2017

Financial Analyst

MGM Resorts Internation
06.2009 - 04.2011

Associate Relationship Manager

First Republic Bank
12.2007 - 05.2009

Graduate Certificate in Banking - Executive Banking

Pacific Coast Banking School

Master of Science - Finance And Economics

University of Nevada
Eddie DeGree