Danny Hom Email & Phone Number

California, United States

•Engaging and managing a strong, consistent, and diverse pipeline of potential clients•Strategic talent mapping of the industry and competitive landscape•Building new business connections for MPH that allow our clients to have a pool of opportunities•Communicating our value proposition to stakeholders such as customers, operators and internal teams

● Developed comprehensive financial plans and customized investment portfolios for a select group of high net-worth clients based on specified needs and attained set goals. Resulted in expanding the book of business from 80 affluent families to 250 by building strong relationships with families and being consistently involved in every major financialchange.● Maintained a book of business and leveraged knowledge of effective objective handling and closing techniques toincrease client assets.● Worked in tandem with colleagues and team to focus on achieving positive business results, and connected clients toother partners (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers)● Achieved an average growth of $1.5M on a monthly basis, consistently surpassing deposit goals by growing anddeepening relationships with clients

● Identified and qualified potential clients for furniture design and purchase through consultations and showroom visits.● Executed successful furniture sales launches by highlighting key features and benefits of new products, contributing toincreased revenue.● Effectively communicated complex design concepts and product information to diverse clientele, tailoringpresentations to specific needs.● Organized and managed showroom floor layout and merchandise displays to visually engage potential buyers andshowcase product features.

San Francisco Bay Area

• Served as customers main point of contact and managed client relationships; rendered full personal banking and financial services.•Provided account services to customers by receiving deposits and loan payments, cashing checks; issuing savings withdrawals; recording night and mail deposits. •Diligently meeting all sale goals on both platforms (operational sales and banker sales). •Cross-sold banking products / services and authorized to open various accounts, such as checking, savings, and lines of credit / loans. •Partnered with lending / underwriting teams to ensure smooth transitions and closing processes. •Supported in daily banking operations, opened / closed accounts, balancing entire branch vault with zero error rate and reviewed risk-related transactions.

• Managed portfolios of venture capitalist clients, cultivated new business opportunities, grew book of business, and cross-sold bank products and services.• Assessed financial situations, presented financial planning strategies, and recommended credit solutions beneficial to client needs.• Diligently interacted and serviced venture capitalist client accounts.• Monitored directly assigned investment accounts for investment adherence and asset allocation objectives.• Partnered with lending/underwriting teams to ensure smooth transition and closing processes.• Supported in daily banking operations, opened/closed accounts, and reviewed risk-related transactions.

-Developed comprehensive financial plans and customized investment portfolios for a select group of high net-worth clients based on specified needs and attaining set goals. -Served as point of contact to provide full banking services to key clients, including answering queries, and addressing/resolving issues of concerns.-Cross sold banking products/services and authorized to open various accounts, such as checking, savings, and credit/loan.-Referred investment opportunities in line with client’s risk tolerance, time horizon, and investment objective.-Maintained book of business and leveraged knowledge of effective objective handling and closing techniques to increase client assets.-Worked in tandem with colleagues and team with focus on achieving positive business results: connected clients to other partners (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers).-Solicited new referrals and developed internal/external sources effectively yielding new affluent clients.-Personally trained three banking team members (successfully promoted within one-year of placement).

Communications And Public Relations

Education record