I have 10+ years experience in personal finance because I feel the more open we can be about money, the more we can allow in!
Level 2 Financial Trainer
The Financial Gym | Chelsea, NY, USA
September 2019 - April 2020
- Formulates and fosters long-lasting, trusting, client relationships by consistently providing outstanding customer service.
-Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment by leading education and training of staff
Wells Fargo Advisors | Garden City, NY, USA
January 2019 - September 2019
-Oversaw the database of 200+ clients for two Financial Advisors, which included assisting with client portfolios of $250K-$500K estimated value.
-Maintained existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation was up to date; conducted continuous client outreach.
Senior Personal Banker
Wells Fargo | Washington, DC, USA
August 2016 - July 2018
-Assisted clients in achieving their financial goals by engaging in proactive discussions, determining the types of services that would meet their current and future financial needs, and by presenting tailored solutions.
-Created individualized presentations for clients; developed materials and optimized the process for printing daily reports resulting in process improvements