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Summary

Distinguished banking professional experienced in reading and interpreting financial statements as well as performing credit analyses. Exhibits solid expertise regarding equities and debts. Demonstrated ability to leverage analytical skills to gather and review financial data and build models to perform analysis applying valuation methodologies. Skilled in performing in-depth client, industry, market and competitor research. Thrives in high-pressure and time-sensitive environments.

Work experience

2011Present

Registered Private Banker 

WELLS FARGO BANK

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
20082011

Personal Banker 2 Registered 

WELLS FARGO BANK

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
20062008

Personal Banker 1

WELLS FARGO BANK

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.

Education

A.Arts

Santa Monica College

Economics

B.A

University of California

Economics with International Area of Study