Cassandra Bell Email and Phone Number

*Manage existing relationships with non-profit organizations to create valuable partnerships and build new relationships to enhance the bank’s culture. Responsible for developing and executing a strategic plan to expand the visibility of the bank.* Create and execute volunteer opportunities to engage bank personnel in community outreach with new and existing partners. *Leader of the Regional Women’s diversity team, which focuses on making an impact on the success of the bank, through philanthropy as well as recruiting, retaining, and professionally developing female talent across all levels of the bank.

* Assisted with daily office management of Regional Headquarters. Support and assist Regional President and Commercial Bank Team. Supervise Receptionist, coordination of various internal activities and regional events. * Managed floor plans for 5 Philadelphia Region Offices, complete employee office relocations, complete special projects for office restacking. Completed department file migration and PC system enhancements. Contributing Member of Regional News Response Team

* Processed trades, wire transactions, account transfers, open new accounts and process bill payments daily. * In addition, I responded to client investment and trust account inquiries. Support Private Wealth Portfolio Manager on daily basis by preparing client/prospect presentation material and scheduling meetings.

* Engaged in portfolio allocation discussion with Vanguard Voyager clients, with $250,000 to $1,000,000 in invested assets. Discussed fund information and processed daily transactions. Resolve account issues by working closely with various departments. * I was responsible for various Marketing Projects and the Vanguard Charitable Endowment Program. Completed testing on new programs and website with Information Technology Department.

* Opened investment accounts, orchestrated trades and scheduled appointments with new and existing clients. Worked with branches on referral system, developed marketing and sales strategies to optimize referral process. * Built and developed client relationships, open Checking and Saving Accounts, CDs, and various Loans. Assistant Manager Floater to various branches in Region