Manage and retain over 500 high net-worth clients; work to foster lastingtrust-based relationships. Complete full balance sheet and cash flowanalyses. Focus on growing and managing a portfolio wit hin a book ofbusiness to maximize revenue, i.e. assets, liabilities and financial goalcontributions. Oversee complex business along with personalrelationships. Manage cash flow and credit structure; also create andpresent strategies in order to meet expectations based on objectivesunique to the client’s situation, economic situation and expectations.Collect, analyze and present financial documents from clients.
Manage client book totaling over $100M on deposit, $50M ininvestments and $50M in credit; grew book from scratch
Currently in the process of growing a new book since making anoffice switch; already acquired 200 clients thus far
Effectively coach, mentor and supervise a staff of over 30 teammembersEnhance client relationships through partnering with The PrivateBank, Business Banking Group and Wells Fargo Advisers
2008 - 2011
Personal Banker 2 Registered
WELLS FARGO BANK
Efficaciously managed medium to high net-worth clients. Completedoverview and balance sheet analyses. Made product recommendationsbased on clients’ needs and extensive analyses. Managed aSales/Operations platform of 20+ staff.
Referred over $3M in hard dollar assets including raw deposits,$1.5M in investments to the Wealth Management Group, lendingopportunities and high-level planning
Deeply involved in advisement and analysis of holdings
Reviewed and analyzed credit packages prior to partnershipestablishment to identify cash flow and invest income sources
Was named the top investment referral within the branch for themajority of 2009-2010
2006 - 2008
Personal Banker 1
WELLS FARGO BANK
Took on a wide range of roles; formed new banking relationships throughopening accounts, facilitating peripheral product sales and providing theutmost in quality customer service. Maintained ongoing accounts andassisted the branch in daily operations. Analyzed and managed clientportfolios to enhance client relationships and experience; cross-sold withhelp from numerous partners.