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
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
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
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.
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
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
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, WA08.2017
Master of Science - Finance And Economics
University of Nevada
Reno, NV05.2007
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
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