Katie Wendland Email & Phone Number

San Francisco, California, US

San Francisco, California, US

Human Interest is a modern fin-tech, bundled recordkeeper and TPA for 401(k) and 403(b) plans, able to work with financial advisors or provide built-in investment advice. Human interest makes it simple for small to medium-sized businesses to implement a retirement plan entirely online in a matter of minutes, and ongoing administration is automated to.

New Zealand, Otago, NZ

Field Consultant specializing in agricultural product sales directly to farm owners and managers. Employed a consultative approach and hands-on trials, demonstrated to clients the tangible benefits our products could offer their crops, fostering lasting relationships and securing annual reorders, thus facilitating continuous growth. Additionally.

Dublin, CA, US

As a Regional Sales Consultant at TriNet, my primary focus was selling TriNet’s comprehensive HR solution to companies with 5-99 employees within my designated territory. This entailed owning the entire sales process, from prospecting to closing deals, to exceed quota targets.Actively built and maintained a balanced pipeline of target prospects through.

San Francisco, California, US

Managed and grew profitable account relationships with an extensive percentage of moderately complex and medium-sized business customers that have annual gross sales of generally more than $250k and less than $15MM. Ensured the overall success & growth of an assigned portfolio by deepening relationships of my existing customers and through the acquisition.

San Francisco, California, US

Consumer Financial Services included Home Lending, Consumer Credit Card, Personal Loans and Lines, Direct Auto, Dealer Services, Commercial Auto, Retail Services and Education Financial Services including the professional services teams that partner with these businesses - Human Resources, Finance, Credit Risk, and Compliance & Operational Risk.I worked.

San Francisco, California, US

Sold retail and business banking products and services to customers and prospects. Managed customer portfolios, serviced relationships and cross-sold all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to.

San Francisco, California, US

worked with 60-90 day past-due customers to offer solutions for bringing credit card, personal line and loan, direct auto, retail services and deposit accounts up-to-date. retail services accounts and works with customers to resolve disputed charges on credit card accounts.Worked in a call center environment- Communicated with customers to determine reason.