Alice Moukabaa

Alice Moukabaa Email and Phone Number

Client Portfolio Manager, Director Business Banking @ First Republic Bank
California, United States
Alice Moukabaa's Location
San Francisco Bay Area, United States, United States
Alice Moukabaa's Contact Details

Alice Moukabaa work email

Alice Moukabaa personal email

About Alice Moukabaa

• 17 years of experience in Business Banking and Private Banking providing high touch service • Entrepreneur Focused, finding solutions and being a trusted advisor • Underwritten over 1,500 loans and $7.5B in commitments over a variety of verticals.• Business Lending to a variety of industries including but not limited to PE/VC, C&I, Private Clubs, and Professional Services.• Proven ability to effectively handle multiple tasks and projects in a challenging environment and under tight deadlines

Alice Moukabaa's Current Company Details
First Republic Bank

First Republic Bank

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Client Portfolio Manager, Director Business Banking
California, United States
Alice Moukabaa Work Experience Details
  • First Republic Bank
    Client Portfolio Manager, Director Business Banking
    First Republic Bank
    California, United States
  • Flagstar Bank
    Associate Group Director, Vice President
    Flagstar Bank Nov 2023 - Present
    Hicksville, Ny , Us
  • First Republic Bank
    Client Portfolio Manager, Director Business Banking
    First Republic Bank Feb 2021 - Oct 2023
    San Francisco, Ca, Us
  • First Republic Bank
    Senior Credit Analyst And Senior Lender, Commerical Banking
    First Republic Bank Oct 2013 - Feb 2021
    San Francisco, Ca, Us
  • First Republic Bank
    Senior Credit Analyst, Eagle Lending (Business Banking)
    First Republic Bank Apr 2006 - Oct 2013
    San Francisco, Ca, Us
    -Process and evaluate over 165 new and existing loans totaling $35MM in commitments annually to our department's lending standards as efficiently as possible-Analyze, review, and cash flow business and personal tax returns and financial statements for new and existing loans-Responsible for reviewing and analyzing the department's larger loans on an annual basis-Assist with monitoring and maintaining the portfolio's credit quality
  • Ubs
    Registered Client Service Associate
    Ubs Jun 2004 - Apr 2006
    Zurich, Ch
    •Assistant to 4 FAs (Sales Manager, Retirement Team, and Vice President of Investments) with approximately $135 million in assets under management, $1 million in production, and roughly 2,000 accounts •Set up hundreds of new accounts (retail, lending, retirement); process new account paperwork; work directly with clients, internal departments, and external firms; actively monitor accounts •Assist in marketing campaigns; facilitate account transfers; run performance, research, and cost basis reports; troubleshoot account issues; service participants in multiple 401(k) plans•Conduct test and application for all Trainee Candidates and FAs interested in working at our branch•Coordinate and set up meetings with outside vendors for our branch •Chosen to go to our Anchorage Branch for 1 week to train 3 new Client Service Associates and assist with massive transfer of accounts for 5 newly recruited Financial Advisors •Awarded Rookie of the Year in December of 2004
  • Work Comp For Less
    Sales Assistant To Owner
    Work Comp For Less Oct 2003 - May 2004
    •Personally handled some of the company’s largest accounts, managed confidential documents and information on a daily basis, and generated revenue of roughly $23,000 in 8 weeks•Independently processed and financed new and renewal accounts, created welcome packages, and obtained and sold competitive insurance quotes and policies•Trained and supervised 2 new customer service representatives in billing and accounting issues•Served as a liaison between insureds, finance companies, general agents, and insurance companies
  • Morgan Stanley
    Junior Sales Assistant
    Morgan Stanley Nov 2001 - Mar 2003
    New York, Ny, Us
    •Finalized team marketing tools, PowerPoint presentations, and Excel spreadsheets•Aided in the completion of gain and loss statements and asset allocation documents•Managed multiple independent projects, including financial advisor travel and entertainment reimbursements, monthly newsletter mailers, birthday cards, and database maintenance

Alice Moukabaa Education Details

  • Uc San Diego
    Uc San Diego
    Management Science

Frequently Asked Questions about Alice Moukabaa

What company does Alice Moukabaa work for?

Alice Moukabaa works for First Republic Bank

What is Alice Moukabaa's role at the current company?

Alice Moukabaa's current role is Client Portfolio Manager, Director Business Banking.

What is Alice Moukabaa's email address?

Alice Moukabaa's email address is al****@****ail.com

What schools did Alice Moukabaa attend?

Alice Moukabaa attended Uc San Diego.

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