Senior Branch Premier Banker Lp
Current
Jan 2024 - Present
AeroLeads people directory · profile
Anis Eghterafi Email & Phone Number
Senior Branch Premier Banker LP
at
Wells Fargo Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Branch Premier Banker LP
Location
Washington Dc-Baltimore Area, United States
Company size
Who is Anis Eghterafi? Overview
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Quick answer
Anis Eghterafi is listed as Senior Branch Premier Banker LP at Wells Fargo Advisors, a with 15127 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Anis Eghterafi.
Anis Eghterafi previously worked as Client Relationship Associate at Vanguard and Consultant to Founder at Vipersoles. Anis Eghterafi holds Bachelor Of Science In Management, Business, Management, Marketing, And Related Support Services from University Of Maryland.
Company email context
Email format at Wells Fargo Advisors
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Wells Fargo Advisors
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Profile bio
About Anis Eghterafi
Anis Eghterafi is a Senior Branch Premier Banker LP at Wells Fargo Advisors.
Current workplace
Anis Eghterafi's current company
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Wells Fargo Advisors
4 roles
Anis Eghterafi work experience
A career timeline built from the work history available for this profile.
Client Relationship Associate
• Successfully identified and mitigated a case of financial manipulation, securing a client's account and preserving over $900k in assets.• Engaged and educated clients on a diverse range of investment products, ensuring informed decisions tailored to their unique needs.• Executed trades of stocks, ETFs directly on the NYSE while managing and cross-selling to a significant portfolio of clients.• Underwent mentorship training, guiding new team members to enhance client interactions.• Maintained existing client relationships by cultivating open and positive dialogue, ensuring high-quality service.• Received, responded to, and resolved customer issues or complaints in a timely and efficient manner.• Enhanced client service by optimizing internal communication processes, facilitating more tailored customer solutions.• Participated in ongoing training sessions to remain updated on industry trends and regulatory changes.
Oct 2022 - Nov 2023
Consultant To Founder
Vipersoles
• Collaborated closely with the founder to formulate and implement strategic business plans, driving revenue generation to exceed $800k annually.• Developed and implemented data-driven marketing strategies, enhancing customer acquisition, and supporting annual revenues.
Sep 2017 - Oct 2022
Security Operations Manager
• Managed operations for a UNESCO site with 1M+ annual visitors, prioritizing client-centric service and safety.• Effectively guided a team of 32 security officers in swiftly adapting to changes within a dynamic environment, fostering a positive atmosphere for both colleagues and visitors.• Identified and addressed potential challenges and established safety and procedural guidelines, ensuring seamless operations.• Fostered open communication with senior management, reporting on security matters, conducting thorough investigations, and providing operational feedback, emphasizing transparency and accountability.
Sep 2016 - Jul 2018
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
JW
Jeffrey Weaverling
Colleague at Wells Fargo AdvisorsMonroeville, Pennsylvania, United States
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MV
Mark Vander Veen Crpc®
Colleague at Wells Fargo AdvisorsPalm Beach, Florida, United States
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KM
Kelly Meister
Colleague at Wells Fargo AdvisorsEast Lansing, Michigan, United States
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CP
Carlos Parker
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
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CS
Carol Smith
Colleague at Wells Fargo AdvisorsAlbuquerque-Santa Fe Metropolitan Area, United States
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JD
Jay Duffy
Colleague at Wells Fargo AdvisorsKingston, Pennsylvania, United States
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SH
Sheryl House
Colleague at Wells Fargo AdvisorsBethalto, Illinois, United States
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KC
Katherine Cione
Colleague at Wells Fargo AdvisorsLittle Silver, New Jersey, United States
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RG
Rachel Granberry
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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LR
Lisa Reynolds
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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Jeffrey Weaverling
Colleague at Wells Fargo AdvisorsMonroeville, Pennsylvania, United States
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MV
Mark Vander Veen Crpc®
Colleague at Wells Fargo AdvisorsPalm Beach, Florida, United States
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KM
Kelly Meister
Colleague at Wells Fargo AdvisorsEast Lansing, Michigan, United States
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CP
Carlos Parker
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
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CS
Carol Smith
Colleague at Wells Fargo AdvisorsAlbuquerque-Santa Fe Metropolitan Area, United States
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JD
Jay Duffy
Colleague at Wells Fargo AdvisorsKingston, Pennsylvania, United States
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SH
Sheryl House
Colleague at Wells Fargo AdvisorsBethalto, Illinois, United States
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KC
Katherine Cione
Colleague at Wells Fargo AdvisorsLittle Silver, New Jersey, United States
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RG
Rachel Granberry
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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LR
Lisa Reynolds
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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2 education records
Anis Eghterafi education
Bachelor Of Science In Management, Business, Management, Marketing, And Related Support Services
Associate'S Degree
FAQ
Frequently asked questions about Anis Eghterafi
Quick answers generated from the profile data available on this page.
What company does Anis Eghterafi work for?
Anis Eghterafi works for Wells Fargo Advisors.
What is Anis Eghterafi's role at Wells Fargo Advisors?
Anis Eghterafi is listed as Senior Branch Premier Banker LP at Wells Fargo Advisors.
Where is Anis Eghterafi based?
Anis Eghterafi is based in Washington Dc-Baltimore Area, United States while working with Wells Fargo Advisors.
What companies has Anis Eghterafi worked for?
Anis Eghterafi has worked for Wells Fargo Advisors, Vanguard, Vipersoles, and Baha'I World Centre.
Who are Anis Eghterafi's colleagues at Wells Fargo Advisors?
Anis Eghterafi's colleagues at Wells Fargo Advisors include Jeffrey Weaverling, Mark Vander Veen Crpc®, Kelly Meister, Carlos Parker, and Carol Smith.
How can I contact Anis Eghterafi?
You can use AeroLeads to view verified contact signals for Anis Eghterafi at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Anis Eghterafi attend?
Anis Eghterafi holds Bachelor Of Science In Management, Business, Management, Marketing, And Related Support Services from University Of Maryland.
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