Kerri Gaule

Kerri Gaule Email and Phone Number

Executive Director, Business Execution Senior Manager @ Wells Fargo
san francisco, california, united states
Kerri Gaule's Location
Des Moines, Iowa, United States, United States
Kerri Gaule's Contact Details

Kerri Gaule personal email

n/a
About Kerri Gaule

A results-driven banking professional with experience in Relationship Development and Project Management. Many years of professional experience in account management, business development, client service and financial strategy. Proven professional delivering best practice solutions for client needs. Strong relationship-building and effective collaboration with management, co-workers and third parties. Versed in strategic business development and cross selling capabilities. Excellent track record of building long-term sustainable relationships with high net worth individuals and families.

Kerri Gaule's Current Company Details
Wells Fargo

Wells Fargo

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Executive Director, Business Execution Senior Manager
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Kerri Gaule Work Experience Details
  • Wells Fargo
    Executive Director, Business Execution Senior Manager
    Wells Fargo Aug 2024 - Present
    Des Moines Metropolitan Area, Iowa, United States
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  • Wells Fargo
    Senior Lead Business Execution Consultant
    Wells Fargo Jan 2022 - Sep 2024
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  • Wells Fargo
    Business Initiatives Consultant
    Wells Fargo Aug 2016 - Jan 2022
    Des Moines, Iowa Area
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  • Wells Fargo
    Senior Private Banker
    Wells Fargo Feb 2013 - Aug 2016
    Des Moines, Iowa Area
    Senior Banking leader who helped create and maintain a high performing sales and relationship management culture.• Collaborate with senior management to develop, prioritize, and implement the relationship management corporate strategies. • Provide guidance in interpreting and structuring large credit deals.• Led cross selling efforts of Wells Fargo products to meet all high net worth client needs. • Responsible for managing credit portfolio and expansion of business.• Analyzes financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Partnered with senior-level credit officers on complex loan applications from my clients.• Responsible for implementing all business-building and relationship-building expectations with uniquely assigned accounts and customers.
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  • Jp Morgan
    Executive Director
    Jp Morgan Jul 2008 - Feb 2013
    Greater Chicago Area
    Front line banking professional responsible for providing complex solutions to clients through prospecting, profiling, financial analysis and negotiation.• Led team’s credit business through education, strategy, profiling and negotiation.• Structured and negotiated complex credit deals with credit executives and with clients, ensuring analysis is adequately prepared by underwriters demonstrating proper risk, rational and appropriate pricing. • Built trust with clients to expand business relationships and manage all credit accounts in excess of $2 million.• Supervised sales assistant and mentored capital advisory analyst and associate.
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  • Us Trust/Bank Of America
    Vice President
    Us Trust/Bank Of America Oct 2007 - Jul 2008
    Greater Chicago Area
    LaSalle Bank was purchased by US Trust/Bank of America causing the name change.
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  • Lasalle Bank
    Vice President
    Lasalle Bank Jan 2000 - Jul 2008
    Greater Chicago Area
    Managed client relationships and drove sales and implementation of banking products by understanding client needs and objectives. • Served as primary point of contact for private banking clients.• Targeted prospective clients, determine strategy for introduction and expansion of relationships. • Managed large book of business while achieving ever increasing sales goals.• Leveraged relationships with clients and centers of influence to obtain introductions to other high net worth individuals.• Responsible for managing a multi-million credit portfolio.• Supervised and mentored a group of analysts to ensure proper underwriting and documentation of credit files.
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Kerri Gaule Education Details

Frequently Asked Questions about Kerri Gaule

What company does Kerri Gaule work for?

Kerri Gaule works for Wells Fargo

What is Kerri Gaule's role at the current company?

Kerri Gaule's current role is Executive Director, Business Execution Senior Manager.

What is Kerri Gaule's email address?

Kerri Gaule's email address is ke****@****ors.com

What schools did Kerri Gaule attend?

Kerri Gaule attended The University Of Iowa Tippie College Of Business, Chariton High School.

Who are Kerri Gaule's colleagues?

Kerri Gaule's colleagues are Elizabeth Pouliot, Shelton Davis, Derek G., Ca. Vivek Bhardwaj, Nathan Phillips, Adam Tompkins, Derrick Mcpherson, Msf, Cams, Cfe.

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