Specialist, Account Executive
Current• Liaised with 3 executives to oversee operations, projects, and financial status of 77 major accounts ranging from $33K - $26M in deposits• Presented 18 strategic planning meetings to clients, emphasizing long-term partnerships leading to 5% increase in deposits• Established relationships with clients to understand specified needs, resulting in $10M in annual deposits• Worked closely with existing clients to uncover potential areas of service expansion, and presented finding and… Show more • Liaised with 3 executives to oversee operations, projects, and financial status of 77 major accounts ranging from $33K - $26M in deposits• Presented 18 strategic planning meetings to clients, emphasizing long-term partnerships leading to 5% increase in deposits• Established relationships with clients to understand specified needs, resulting in $10M in annual deposits• Worked closely with existing clients to uncover potential areas of service expansion, and presented finding and recommendation to the executive team Show less