PNC Bank@ PNC
Mount Dora, Florida, United States
G Michael Smith, CFP®
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University of South Florida
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FlashIntel GPTG Michael Smith, CFP(r) is a highly experienced professional with 39.6 years of work experience in wealth management and banking. He has a strong background in uniform combined state law, series 7, and fixed annuities. With expertise in portfolio management and commercial lending, G Michael has worked for reputable companies such as PNC, Wells Fargo, BB&T, and Regions Bank. He is skilled in credit analysis, community outreach, and loan origination. Based in Mount Dora, Florida, G Michael is known for his exceptional skills in commercial banking and credit analysis.
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Emails and Phone Numbers
About
Specialties: 25 years wealth management and banking experienceCFP®Series 7Series 66Florida Life & Variable Annuity license
Work Experience
PNC Bank
Private Banking Relationship Manager
Financial Services
G Michael Smith, CFP®'s Professional Milestones
- Financial Advisor (2010-06-01~2011-01-01): Helped clients achieve their financial goals through personalized solutions and personalized financial guidance.
- Senior Vice President - Private Banking Relationship Manager (2000-09-01~2009-08-01): Implemented strategic initiatives to enhance client satisfaction and drive business growth.
Education
Finance
1979-1983Skill
Uniform Combined State Law
Series 7
Wealth Management
Fixed Annuities
Banking
Portfolio Management
Commercial Lending
Loans
Small Business Lending
Investments
Mutual Funds
Credit
Mortgage Lending
Commercial Banking
Consumer Lending
Credit Analysis
Community Outreach
Loan Origination
Private Banking
Series 63
Social Networking
Certification
Colleagues
Alka Singh
product owner and avp at pnc bank | banking fraud management real time payments business analysis product integration
Steven Cornell
Product Owner | Product Manager | Program Manager | Project Manager | Strategy Manager | Business Architect
Catherine Price
Product Owner
James Campbell
Senior IT Business Analyst | Product Owner
Kathleen Shinhearl
Product Owner
Other Named G Michael Smith, CFP®
Frequently asked questions
We found 2 G Michael Smith, CFP®'s email addresses
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G Michael Smith, CFP®'s social media include: Linkedin,
G Michael Smith, CFP® works for PNC
G Michael Smith, CFP®'s role in PNC is PNC Bank
G Michael Smith, CFP® works in the industry of Financial Services
G Michael Smith, CFP®'s colleagues are Alka Singh,Steven Cornell,Catherine Price
G Michael Smith, CFP®'s latest job experience is PNC Bank at PNC
G Michael Smith, CFP®'s latest education in University of South Florida
