Manage and retain over 500 high net-worth clients; work to foster lasting trust-based relationships. Complete full balance sheet and cash flow analyses. Focus on growing and managing a portfolio within a book of business to maximize revenue, i.e. assets, liabilities and financial goal contributions. Oversee complex business along with personal relationships. Manage cash flow and credit structure; also create and present strategies in order to meet expectations based on objectives unique 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 in investments and $50M in credit; grew book from scratch
• Currently in the process of growing a new book since making an office switch; already acquired 200 clients thus far
• Effectively coach, mentor and supervise a staff of over 30 team members
• Enhance client relationships through partnering with The Private Bank, Business Banking Group and Wells Fargo Advisers

Efficaciously managed medium to high net-worth clients. Completed overview and balance sheet analyses. Made product recommendations based on clients’ needs and extensive analyses. Managed a Sales/Operations platform of 20+ staff.

• Referred over $3M in hard dollar assets including raw deposits, $1.5M in investments to the Wealth Management Group, lending opportunities and high-level planning
• Deeply involved in advisement and analysis of holdings
• Reviewed and analyzed credit packages prior to partnership establishment to identify cash flow and invest income sources
• Was named the top investment referral within the branch for the majority of 2009-2010

Took on a wide range of roles; formed new banking relationships through opening accounts, facilitating peripheral product sales and providing the utmost in quality customer service. Maintained ongoing accounts and assisted the branch in daily operations. Analyzed and managed client portfolios to enhance client relationships and experience; cross-sold with help from numerous partners.

Economics

Economics with International Area of Study