Private Bank Client Associate
Wells Fargo Wealth Management
·Currently have exceeded CEO Platform Suite quarterly sales goal of $300m since joining the team
·Lead key relationship reviews to drive portfolio growth and independently maximize Wealth products revenue through value-added cross-selling with a focus on the CEO Platform Suite
·Achieved the “Best Shot” award for adding $450m in Q3
·Coordinate and negotiate with both customers and internal partners to ensure on-time delivery of requests, projects, etc.
·Direct monthly training session for Private Bankers on CEO Sales Platform system
·Collaborate with all levels of management to work and lead specialty projects, counsels and campaigns