Ana Espinoza in

Ana Espinoza

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Private Banker at TowneBank
📍 Charlotte, North Carolina, United States

Ana Espinoza is a Vice President and Private Banking Officer at TowneBank in Charlotte, NC. She specializes in creating integrated financial plans for consumers and small businesses, focusing on sales management and revenue generation. She holds an Associates degree from Miami Dade College.

Ana is actively involved in the local community, representing TowneBank at cultural events such as the Charlotte Festival of India. Her engagement suggests a value for building relationships and participating in community activities outside of her direct professional responsibilities.

Unique fact: Ana is a member of the Carolinas Referral Group, a professional network serving the Charlotte metropolitan area.

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Experience
21 Years
Current Role
Private Banker
Location
Charlotte, North Carolina, United States
Personality Overview

How Ana shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ana cares about

Private Banking
Her current role focuses on providing comprehensive financial solutions and personalized service to private banking clients.
Small Business Lending
Her background as a VP Market Leader and Small Business Lender at BB&T highlights her expertise in this area.
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Career

Work history

4-2021
Private Banker
TowneBank
4-2005 - 3-2021
VP Market Leader/ Small Business Lender
BB&T
1-2005 - 3-2021
Branch Leader
Truist
In the press

Media appearances

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Education
2004 - 2009
Associate's degree
Miami Dade College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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