Anis Eghterafi Email & Phone Number
Who is Anis Eghterafi? Overview
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Anis Eghterafi is listed as Senior Branch Premier Banker LP at Wells Fargo Advisors, a company with 15127 employees, based in Washington DC-Baltimore Area, United States, 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.
Email format at Wells Fargo Advisors
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About Anis Eghterafi
Anis Eghterafi is a Senior Branch Premier Banker LP at Wells Fargo Advisors.
Anis Eghterafi's current company
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Anis Eghterafi work experience
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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.
Consultant To Founder
- 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.
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.
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Delphin Macintyre
Colleague at Wells Fargo Advisors
Greenville-Spartanburg-Anderson, South Carolina Area, United States
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Angel Bordoni
Colleague at Wells Fargo Advisors
Collinsville, Illinois, United States, United States
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Devon Massi
Colleague at Wells Fargo Advisors
Newport Beach, California, United States, United States
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Andrew Mcgrath, Cfp®
Colleague at Wells Fargo Advisors
Dallas-Fort Worth Metroplex, United States
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Kevin Warren
Colleague at Wells Fargo Advisors
Greater Seattle Area, United States
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Terri Chier
Colleague at Wells Fargo Advisors
Jefferson County, Missouri, United States, United States
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Keith Clay
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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Christopher Jadin
Colleague at Wells Fargo Advisors
Greater Minneapolis-St. Paul Area, United States
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Elle Swart, Cfp®
Colleague at Wells Fargo Advisors
Janesville, Wisconsin, United States, United States
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Michael F. Connelly
Colleague at Wells Fargo Advisors
Greater Philadelphia, United States
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Anis Eghterafi education
Bachelor Of Science In Management, Business, Management, Marketing, And Related Support Services
Associate'S Degree
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, 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 Delphin Macintyre, Angel Bordoni, Devon Massi, Andrew Mcgrath, Cfp®, and Kevin Warren.
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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