I managed a book of high net-worth clients for Deutsche Bank, providing domestic and international banking, credit, and investment solutions for $MM client accounts, while placing a strategic focus on female entrepreneurs and startups. I oversaw all aspects of clients' banking relationships across the company, utilizing a proactive and disciplined approach to generate growth in their balances, and I worked cross-functionally to provide customers with access to experts capable of addressing their specialized financial needs.KEY SUCCESSES• Fueled $MM account growth through mindful client relationship management, strategically cross-selling and identifying impactful sales initiatives based on expert knowledge of the market, industry, and Deutsche Bank products and services•Leveraged strong negotiation and relationship-building skills, sales acumen, and expansive knowledge of regional and local financial markets to meet or exceed all business targetsHONOR: Selected as one of only 20 US-based employees for Deutsche Bank’s Entrepreneur Program in recognition of proven business impact, effective client servicing, and cross-functional leadership

I taught a variety of Pilates courses for private clients, building a robust list of regular clients through mindful customer engagement and extensive networking.

I crafted strategies to grow business with high-wealth client accounts for Wells Fargo, cultivating relationships with affluent customers, rapidly assessing their unique financial needs, and recommending value-added solutions to earn client buy-in. I liaised between numerous internal departments and teams, working cross-functionally to identify referral sources and unlock new client business. I also tracked and managed business risk, adhering to all bank policies, procedures, and controls and ensuring compliance with applicable laws, rules, regulations.KEY SUCCESSES:• Successfully doubled deposit revenues within first year• Drove acquisition of assets by expanding existing client relationships and cultivating new relationships for the bank

I provided extensive market research and business development insights that enabled internal teams to consistently deliver high-quality banking credit, trust, fiduciary, and investment services to Bank of America's Private Bank clients. I also coordinated with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service centers to deliver seamless, integrated client servicing and ensure all issues were resolved in a timely manner.