从 20160201 12:00 上午 直到 20200727 12:00 上午
• Managed three main branches and two small branches and served more than 300 clients with six business partners in four communities.
• Conducted branch sales employees training and mentoring for investments, insurance, and banking products and enforced banking regulation.
• Reviewed sales production, pipeline and developed potential leads and obtained high net worth referrals.
• Monitored and updated banking and federal regulations to ensure legal and regulatory compliance.
Wells Fargo Bank ウェルズファーゴ銀行
从 20130204 12:00 上午 直到 20150731 12:00 上午
• Coached team members to develop sales opportunities and refer customers to designated business partners to meet both branch and individual sales targets.
• Analyzed customer’s needs and requirements for banking, investment, and insurance products.
• Built influential business referral network and conducted cross-sell with internal partners in insurance, mortgage, and merchant services departments.
• Maintained account documentation utilizing advanced banking hardware and software
New York Life Insurance Co.
从 20090209 12:00 上午 直到 20121130 12:00 上午
• Provided input into the development of comprehensive and integrated training support programs and relevant tools to support baseline.
• Trained financial sales employees on advanced financial planning such as estate and trust planning using life insurance and annuity products to target affluent clients and exceeded sales revenue of the agency over 100% less than 6 months.
• Formulated business strategy and financial objectives and evaluated performance of each sales associate in the team regularly.
FRANKLIN PIRCE UNIVERSITY
B.A. in HUMAN SERVICES
从 19960901 12:00 上午 直到 19980915 12:00 上午
SOUTHERN NEW HAMPSHIRE UNIVERSITY
TRANSFER in BUSINESS MANAGEMENT
从 19940901 12:00 上午 直到 19951230 12:00 上午
PHI THETA KAPPA, HONORED AS ONE OF THE TOP 10 PERCENT STUDENTS. GPA 3.85
20030101 12:00 上午
MILLION ROUND TABLE HONORED AS ONE OF THE TOP 10 PERCENT FINANCIAL ADVISOR
20030105 12:00 上午
BROKE THE HIGHEST SALES RECORD AS A NEWLY HIRED AGENT AT PRUDENTIAL FINANCIAL SERVICE IN THE U.S.