director - private wealth -synovus bank@ Synovus
Columbus, Georgia, United States
Jason Connally
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Columbus State University
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FlashIntel GPTJason Connally is an experienced Relationship Manager with over 23 years of work experience in the banking industry. He has a strong background in portfolio management, commercial lending, and credit. Based in Georgia, Jason has successfully led large teams and managed significant clients with high net worth individuals and families. His team focuses on providing solutions to clients by partnering with investment managers and financial advisors to achieve their overall goals. Jason's personal goal is to continue learning from various industries while maintaining a reputation as a trusted adviser to each client.
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About
Experienced Relationship Manager with a demonstrated history in Banking. Skilled in business development and relationship management, I have successfully led large teams in various roles as well as managed significant clients with high net worth individuals and families for over several years. My team focuses on providing solutions to clients by partnering with a diverse range of investment managers and financial advisors in order to help ensure their overall goals are achieved. In addition, my personal goal is to continue to learn from a variety of industries while maintaining a strong reputation as a trusted adviser to each client
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Director Of Private Wealth
director - private wealth -synovus bank
Financial Services
Jason Connally's Professional Milestones
- Private Wealth Banker (2010-04-01~2012-04-01): Developed effective strategies to increase client portfolios while promoting a well-paying lifestyle.
- Private Client Advisor (2000-02-01~2010-04-01): Growing and retaining clients-centric relationships, fostering trust and providing excellent client experiences.
Education
Bachelors,
Bachelor Of Business Administration,
Financial Management,
Finance,
General,
Finance And Financial Management Services,
Finance, General
1989-1993Skill
Banking
Portfolio Management
Commercial Lending
Commercial Banking
Credit
Customer Service
Wealth Management
Loans
Risk Management
Credit Analysis
Financial Services
Retail Banking
Financial Analysis
Small Business Lending
Lines Of Credit
Payments
Cross Selling
Credit Cards
Relationship Management
Deposits
Underwriting
Credit Risk
Ach
Debit Cards
Merchant Services
Loan Origination
Series 7
Securities
Private Banking
Wealth Management Services
High Net Worth Individuals
Electronic Payments
Certification
Colleagues
Jonathan Rosen
Divisional Chief Executive Officer Specialty Finance
Kevin Gowen
chief information security officer security technology and risk executive board member advisor
Kevin Blair
Chairman | Chief Executive Officer | President
Silky Gandhi
4x certified salesforce senior product owner | 1x trailhead ranger
Mark Lane
Division Chief Executive Officer
Other Named Jason Connally
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Jason Connally works for Synovus
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Jason Connally's colleagues are Jonathan Rosen,Kevin Gowen,Kevin Blair
Jason Connally's latest job experience is director - private wealth -synovus bank at Synovus
Jason Connally's latest education in Columbus State University
