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