Senior Vice President Legal Wealth Advisor@ Truist Wealth
Washington DC-Baltimore Area
Ximena Brito
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The Catholic University of America
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FlashIntel GPTXimena Brito is a results-oriented and self-motivated Private Banking Executive with over 21 years of experience in finance, management, and private banking. She has a strong background in wealth management and legal group experience, leading multiple lines of business and organizations to achieve growth and profitability. Ximena is skilled in recruiting, hiring, coaching, mentoring, and motivating teams across all lines of business. She is known for her excellent problem-solving, management, and customer service expertise. Ximena is an innovative and creative leader who consistently meets commitments and has strong work ethics and high integrity.
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About
Results-oriented, self-motivated and enthusiastic Private Banking Executive with extensive wealth management, Legal Group experience in the top 10 banks. Proven success leading multiple lines of business and organizations to sustained growth and profitability. Demonstrated leadership in recruiting, hiring, coaching, mentoring and motivating teams across all lines of business to work collaboratively to achieve goals. Excellent problem solving, management and customer service expertise. Innovative and creative leader, who consistently meets commitments, has strong work ethics and high integrity. Portfolio Management New Business Development Credit Products Wealth Planning Risk Management Financial Analysis Sales and Relationship Management Financial Services FINRA Series 7 and 63 licenses Cash Flow Analysis Recruiting and Coaching Leadership and Management
...See MoreWork Experience
Senior Vice President Legal Wealth Advisor
Financial Services
Ximena Brito's Professional Milestones
- Assistant Vice President (2002-10-01~2012-03-01): Streamlined operations and increased efficiency through strategic planning and implementation.
- Vice President | Client Advisor | Legal Specialty Group (2016-09-01~): Driving strategic client initiatives to enhance the quality of legal services and maximize client satisfaction.
Education
Business Administration,
Management And Finance,
Business Administration, Management And Finance
Skill
Finance
Management
Private Banking
Credit
Investments
Portfolio Management
New Business Development
Risk Management
Sales And Relationship Management
Cash Flow
Team Management
Series 7
Series 63
Banking
Financial Services
Series 66
Certification
Colleagues
Michael Hyman
Project Management Owner | Scrum Master | Strategic Enablement | Team Leadership
Oscarlyn Elder, CFA, CAIA
co-chief investment officer truist advisory services inc truist wealth
Cece Baute Mavico
Chief Operating Officer
Vonnie Pridemore
senior managing director wealth brokerage chief administrative officer truist investment services inc truist wealth
Steven Cavalleiro, CFP®
Assistant Vice President Financial Advisor
Other Named Ximena Brito
Frequently asked questions
We found 3 Ximena Brito's email addresses
We found 1 Ximena Brito's phone numbers
Ximena Brito's social media include: Linkedin,
Ximena Brito works for Truist Wealth
Ximena Brito's role in Truist Wealth is Senior Vice President Legal Wealth Advisor
Ximena Brito works in the industry of Financial Services
Ximena Brito's colleagues are Michael Hyman,Oscarlyn Elder, CFA, CAIA,Cece Baute Mavico
Ximena Brito's latest job experience is Senior Vice President Legal Wealth Advisor at Truist Wealth
Ximena Brito's latest education in The Catholic University of America
