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.