Dynamic Financial Analyst with a proven track record in operations and wealth management. With expertise in client relationship management and a strong proficiency in CRM systems like Zoho and Salesforce, I excel at developing and managing sales pipelines that drive results.Currently, I track the funding of a $188MM program portfolio at Bank of America, utilizing data-driven insights to create impactful financial presentations for executive decision-making. In my previous role as a Wealth Management Financial Analyst, I provided regional sales teams with key performance indicators, enhancing their ability to strategize and succeed..I am highly self-motivated, results-oriented, and eager to leverage my analytical background and interpersonal skills to contribute to a forward-thinking sales team. Let's connect!