您还没有绑定手机,只有绑定手机后你才能享受更多更好的服务。

2017-07-19 22:37:49立即绑定

头像
基本信息
+添加自定义模块
姓名
Job preferences
Education
2011 -Present
Registered Private Banker
WELLS FARGO BANK

  • 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.

Summary

  • Investment Banking 
  • Financial Modeling 
  • Financial Analysis 
  • Portfolio Management 
  • Client Satisfaction 
  • Data Manipulation/Analyses 
  • Presentation Skills 
  • Attention to Detail 
  • Time Management 
  • Organizational Skills 
  • Project Management

技能证书

Distinguished banking professional experienced in reading and interpretingfinancial statements as well as performing credit analyses. Exhibits solidexpertise regarding equities and debts. Demonstrated ability to leverageanalytical skills to gather and review financial data and build models toperform analysis applying valuation methodologies. Skilled in performing indepthclient, industry, market and competitor research. Thrives in highpressureand time-sensitive environments.

Credentials

CredentialsChartered Financial Analyst (CFA) 

Level II Exam (studying ongoing) 

Chartered Financial Analyst (CFA) 

Level I Exam, December 2014 

Licenses, FINRA Series 7 and Series 63, 

California Life and Disability Insurance 

Attendee, Wells Fargo Sales and 

Service Conference

Awards & Memberships

Multiple Recipient, Wells Fargo “Valleyof the Stars” Award

Recipient, Wells Fargo “Circle of Stars”Award

Member, Wells Fargo Millionaire Cluband Champion Circle

Computer Technology 

 Microsoft Office Suite: Word, Excel,Outlook, PowerPoint

+添加自定义模块

金融分析师英文简历模板

支持PDF下载
金融

使用人数:648

适合1-6年工作经验的金融分析师求职者,高效-便捷-实用,满足金融分析师的英文简历制作需求,有效提升求职效率,做好英文简历就上五百丁

使用此模板

特别说明:

目前在线编辑仅支持PDF格式的简历下载,需要word文档的用户请移步模板商城进行购买
热门模板更多>
总裁助理英文求职简历范文模板 金融督察员求职简历(内容丰富) 金融岗位实习简历 财务、金融类简历模板 金融简历模板 金融简历模板 金融管理简历模板 金融分析师英文简历模板 金融简历模板 金融业高级产品经理应聘简历

Copyright © 2014-2017 500d.me. All Rights Reserved.

个人中心 - 加入我们 - 帮助中心 - 网站地图 - 粤ICP备14072413号