Holly Tremblay

Holly Tremblay Email and Phone Number

Financial Advisor, Assistant Vice President at Wells Fargo Advisors, LLC
Holly Tremblay's Location
San Diego County, California, United States, United States
Holly Tremblay's Contact Details

Holly Tremblay work email

Holly Tremblay personal email

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About Holly Tremblay

Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of CA and MO only CA Insurance Producer License Number 0H11943

Holly Tremblay's Current Company Details

Financial Advisor, Assistant Vice President at Wells Fargo Advisors, LLC
Holly Tremblay Work Experience Details
  • Wells Fargo Advisors, Llc
    Financial Advisor, Assistant Vice President
    Wells Fargo Advisors, Llc Feb 2016 - Nov 2016
    Del Mar, Ca
  • Vaco
    Senior Recruiter, Finance And Accounting
    Vaco Nov 2015 - Jan 2016
    Greater San Diego Area
    Vaco matches the strongest accounting, financial, IT and administrative professionals with the unique project and permanent needs of our clients. Our team has equity, autonomy, voice, growth, freedom, and talented partners across the Nation. Vaco players have the pedigree and experience you need to have productive conversations. They grew up in your industry and have deep relationships in your world. The Vaco team is committed to serve you for the duration of your career in an empowered and promising environment.
  • Wells Fargo
    Licensed Personal Banker Ii/Brokerage Associate, Assistant Vice President
    Wells Fargo Feb 2013 - Nov 2015
    Greater San Diego Area
    Dedicated to providing a premier banking experience by serving as the customer advocate for the affluent market. Responsible for partnering with a team of banking professionals in all channels including mortgage, business banking and Wells Fargo Advisory services to ensure all customer financial goals are identified, addressed, and accomplished.
  • Wells Fargo
    Branch Manager
    Wells Fargo Jan 2012 - Feb 2013
    Greater San Diego Area
    Committed to providing an atmosphere of continuous growth and development of team members by leading a store of top notch customer service and quality relationships. Also responsible for adhering to all bank policy and procedure to ensure a successful branch audit.
  • Wells Fargo
    Financial Specialist
    Wells Fargo Jul 2006 - Jul 2011
    Wilmington, North Carolina/ Raleigh, North Carolina/ San Diego, California
    Dedicated to establishing quality relationships with new and existing customers by fulfilling both short and long term financial goals, uncover all customer financial needs through effective needs assessments on every client, spend quality time with team to coach around referrals and importance of financial reviews to increase production, meet daily, monthly, and annual sales goals in checking units, deposit dollars, loan production, etc. to maximize bank profitability, establish strong network with business partners such as mortgage consultants, financial advisors, community bankers, etc. to fulfill all community banking needs.

Holly Tremblay Skills

Retirement Planning Sales Management Notary Public Financial Recruiting Building Strong Referral Networks Customer Service Leadership Management Sales Finance Financial Services Microsoft Excel

Holly Tremblay Education Details

Frequently Asked Questions about Holly Tremblay

What is Holly Tremblay's role at the current company?

Holly Tremblay's current role is Financial Advisor, Assistant Vice President at Wells Fargo Advisors, LLC.

What is Holly Tremblay's email address?

Holly Tremblay's email address is ho****@****ive.com

What is Holly Tremblay's direct phone number?

Holly Tremblay's direct phone number is +131487*****

What schools did Holly Tremblay attend?

Holly Tremblay attended University Of North Carolina At Wilmington, Landmark Education.

What are some of Holly Tremblay's interests?

Holly Tremblay has interest in Social Services, Children, Environment, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.

What skills is Holly Tremblay known for?

Holly Tremblay has skills like Retirement Planning, Sales Management, Notary Public, Financial Recruiting, Building Strong Referral Networks, Customer Service, Leadership, Management, Sales, Finance, Financial Services, Microsoft Excel.

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