Evan Sanchez Email & Phone Number

Chico, California, US

New York, NY, US

Served as a primary contact for my clients, solving their holistic banking, wealth management and lending needs with bespoke solutions. Experience includes tax-efficient lending strategies, creative ideas for home lending and investment property. Seasoned book of business with high satisfaction via tailored servicing. Working with founders within the tech.

Guiding clients with customised lending solutions, high touch banking services for households and businesses, and bespoke wealth management needs. My team and I guided clients to be most effective with their finances. This includes maximising for tax efficiency, saving money by lowering their debt obligations, and increasing their returns with sound.

I work for First Republic Bank and guide people to be most effective with their finances. This includes maximizing people’s tax efficiency, saving money by lowering their debts and increasing their returns with sound investment strategies. Single Family Residential lending is a key focus.Founded in 1985, First Republic Bank and its subsidiaries provide.

San Francisco, California, US

Top Home Equity producer, Bay Area region – Q1, Q2 2011. Achieved Circle of Stars membership – Q2 2010. Exceeded deposit and investment goals by 114% in Q2, 2011. Utilized deep client-needs profiling skills and rapport building to obtain new business. Leveraged proficiencies in creating needs-based solutions, sourcing over $70M in mortgage transactions.

St. Louis, Missouri, US

Designed, implemented and managed successful investment strategies for various objectives, including capital preservation, tax efficiency, growth and income, as well as estate planning. Excelled at Insurance sales, surpassing goals by 80%.

San Francisco, California, US

Focused on Credit: personal loans, Home Equity loans and lines of credit, debt management. Became licensed for Investments within my first year. In addition, earned my Insurance licenses: Life and Casualty. In addition to day to day banking, began selling mutual funds and market linked product that carried FDIC insurance. Top performer for Home Equity.

San Francisco, CA, US

Performed high-level, precision recordings for High-Value clients, including Sony, MGM Grand, 20th Century Fox and Paramount. Delivered white-glove service in an environment requiring tight deadlines, varying recording schedules and high stress levels. Noteworthy accomplishments include multiple Classical, Rock and Jazz Records, seven major motion picture.

US

Produced hundreds of recordings during consecutive nine week summer festivals, including live recordings direct to NPR. Managed yearly staff of students and interns to support a demanding schedule.

Miami Beach, Florida, US

Worked one-on-one with over 90 musicians to produce customized individual recordings. Trained under the direct guidance of Michael Tilson-Thomas (MTT). Collaborated with accomplished clientele over a two-year period, helping to develop their ability to perform with grace under pressure. Responsibilities included co-producing an hour-long classical.

Bachelor Of Arts (Ba), Music

Leadership Development Program