John Lewis Email & Phone Number

Buffalo, New York, Us

San Francisco, Ca, Us

New York, New York, Us

• Assist mass affluent clientele with identifying their financial goalsand concerns through careful financial analysis- Total Assets Under Management: $200MM(Deposits & Investments)- Total Loan Portfolio: $30MM- Book of Business included over 400 clients with at least $200K or more in deposits - Utilize SalesForce ECRM® to manage client contacts & sales campaigns• Proactively identify cross-sell opportunities that will benefit clientswith the following services • Bank Deposit & Lending Services • Investment & Insurance Services • Mortgage & Commercial Lending Services • Conduct seminars on effective financial planning, retirement planning, & plan client appreciation events

New York, Ny, Us

• Assist clients with identifying and defining their financial goals and concerns through careful analysis in the following key areas- Total Assets Under Management: $12MM- Book of Business included approximately 80 clients • Analyze financial markets daily to ensure risk strategies are adhered to to minimize client’s exposure to volatile investment strategies• Conduct seminars on effective financial planning• Utilize complex investment strategies involving options, commodities, managed futures, & hedge funds as alternative investment strategies for ultra-high net worth clientele• Maintain an avid understanding of stocks, bonds, & mutual fund pricing trends to ensure clients maintain a consistent & profitable buy/sell timing strategy

San Francisco, California, Us

• Effectively manage and motivate a team of tellers and bankers to perform in the key areas of sales and customer service• Ensure team follows banking policies and procedures• Promote the benefit of partnering with Wells Fargo Mortgage, Wells Fargo Advisors, and Business Banking to promote growth of revenue and client retentionHighlights• Coached team to achieving 120% of goal for the entire year in key areas of personal checking growth, business product growth, and deposit balance growth• Encourage sincere service delivery to every client and finished year with 86% customer satisfaction• Inherited troubled branch. Effectively implemented store policies & controls, & achieved Acceptable Store Operations Control Review (92% out of 100%)• #2 in Sales & Service in MS/AL Coast Region in Jan 2012 out of 31 branches• #5 in Sales & Service in MidSouth Region in Jan 2012 out of 154 branches in MS, AL, & TN• Reduced cash losses by teller staff by 65% by partnering with district operations manager & implementing new procedures that ensure tellers effectively service clients efficiently & accurately

Birmingham, Alabama, Us

Bachelor Of Science In Business Administration (B.S.B.A.), Finance

Master Of Business Administration (M.B.A.), Finance