Bill Geis

Bill Geis currently serves as EVP and Head of Private Client Banking at Raymond James Financial Inc. since May 2012, overseeing the delivery of banking and lending solutions through financial advisors. Previously, Bill held the position of Head of Lending & Deposits at Regions Financial Corporation, managing a substantial $5 billion lending and $6 billion deposit portfolio. Bill's earlier experience includes roles such as Executive Director at UBS, where responsibilities encompassed the Securities Backed Lending business, and SVP at Smith Barney, where Bill led sales and product management for home and commercial loans. Bill began the career as a Credit Officer at First Union, with responsibilities in the Private Bank Division. Educational credentials include a Bachelor’s degree in Business Administration with a focus on Finance and Marketing from the Fox School of Business at Temple University, and professional qualifications include Series 7 certification.