Greg McEvoy
San Rafael,CA
Summary
Versatile finance professional specializing in tailored services and products for high net worth families. Organized and dependable candidate successful at managing multiple priorities. Willingness to take on added responsibilities to meet team goals. A dedicated employee with over 12 years of private banking experience seeking a new career with IEQ Capital.
Overview
11
11
years of professional experience
Work History
Vice President - Private Wealth Advisor
U.S. Bank Private Wealth Management
11.2023 - Current
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Relationship Manager - Relationship Management
First Republic Bank
01.2020 - 11.2023
- Focused on high net worth families and businesses to broaden their banking relationship across multiple platforms and services
- Provided financial advice to clients as a means to meet their short and long term goals.
- Worked with a wide array of products: wealth management, mortgages, personal lines of credit, portfolio lines of credit, and business lending facilities.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Growth within personal book of business at 10-15% per year.
Relationship Manager - Eagle Lending
First Republic Bank
07.2016 - 12.2019
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Credit Training - Graduated from the Relationship Management Development Program to begin fostering complex client relationships with the bank.
All-in-One Associate - Eagle Lending
First Republic Bank
08.2015 - 06.2016
- Worked closely with Management to build their new Student Loan Refinance program
- Assisted 25 Relationship Managers with their client referrals
Senior Credit Analyst - Eagle Lending
First Republic Bank
12.2013 - 08.2015
- Provided financial advice to clients as a means to meet their short and long term goals.
- Worked with a wide array of products: wealth management, mortgages, personal lines of credit, portfolio lines of credit, and business lending.
Education
MBA - Finance
University of San Francisco School of Management
San Francisco, CA06.2012
Bachelor of Science - Finance
University of Colorado at Boulder
Boulder, CO05.2008
Skills
- Wealth Management
- Client Relationships
- Excellent Communication
- Real Estate Finance
- Strategic Planning
- Consultative Selling
- Financial Analysis
- Business Development
- Networking
- Skilled Underwriter
Timeline
Vice President - Private Wealth Advisor
U.S. Bank Private Wealth Management
11.2023 - Current
Relationship Manager - Relationship Management
First Republic Bank
01.2020 - 11.2023
Relationship Manager - Eagle Lending
First Republic Bank
07.2016 - 12.2019
All-in-One Associate - Eagle Lending
First Republic Bank
08.2015 - 06.2016
Senior Credit Analyst - Eagle Lending
First Republic Bank
12.2013 - 08.2015
MBA - Finance
University of San Francisco School of Management
Bachelor of Science - Finance
University of Colorado at Boulder
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