Khalid Safi

Khalid Safi Email and Phone Number

M.B.A. Business Finance - B.S. Marketing Management @ Patelco Credit Union
dublin, california, united states
Khalid Safi's Location
Hayward, California, United States, United States
Khalid Safi's Contact Details

Khalid Safi work email

Khalid Safi personal email

n/a
About Khalid Safi

Experienced Personal Trainer with a demonstrated history of working in the financial, automotive and fitness industry. Skilled in Negotiation, Sales, Customer Relationship Management (CRM), Conflict Resolution, and Management. Strong community and social services professional with a Bachelor's degree focused in Business Marketing/Entrepreneurship from California State University, East Bay.

Khalid Safi's Current Company Details
Patelco Credit Union

Patelco Credit Union

View
M.B.A. Business Finance - B.S. Marketing Management
dublin, california, united states
Website:
patelco.org
Employees:
782
Khalid Safi Work Experience Details
  • Patelco Credit Union
    Sales Assistant
    Patelco Credit Union Oct 2024 - Present
    San Jose, California, United States
  • Patelco Credit Union
    Branch Team Lead
    Patelco Credit Union Apr 2024 - Oct 2024
    United States
    The Branch Team Leader is responsible for managing the team and delivering high quality member service. This must be done while focusing on complex issues and using their knowledge of our multiple products and services to support the branch as whole. Team Leads must also be present and ready to address member escalations and a variety of other issues when they occur.
  • Patelco Credit Union
    Financial Specialist
    Patelco Credit Union Apr 2022 - Apr 2024
    Hayward, California, United States
  • Self-Employed
    Day Trader
    Self-Employed Jan 2019 - Oct 2024
    Hayward, California, United States
    - Manage and grow stock portfolio through calculated market research. - Have grown personal portfolio by more than 4000% over the past three years.
  • Self-Employed
    Personal Trainer
    Self-Employed Jan 2018 - Jan 2019
    Fremont, California
    - Establish customized fitness plans for clientele- Assist them in executing our fitness plan in order to reach their desired health goals.
  • Golden State Concepts
    Account Manager (Intern)
    Golden State Concepts Sep 2017 - Dec 2017
    Fremont, Ca
    (Temporary Internship)- Assisted in marketing brands of companies we were contracted under.- Cross-sold the products of the companies were contracted with.- Managed a book of clients using CRM known as Salesforce.
  • City Sports Club
    Certified Personal Trainer
    City Sports Club Jan 2015 - Mar 2016
    Fremont, Ca
    • Promote health club through membership sales, and record member information.• Evaluate individuals' abilities, needs, and physical conditions, and develop suitable training programs to meet any special requirements.• Plan physical education programs to promote development of participants' physical attributes and social skills.• Provide clients with information and resources regarding nutrition, weight control, and lifestyle issues.• Monitor clients’ progress and adapt programs as needed.• Plan routines, and choose different movements for each set of muscles, depending on clients' capabilities and limitations.• Instruct clients in maintaining exertion levels to maximize benefits from exercise routines. Observe clients and inform them of corrective measures necessary for skill improvement.• Maintain equipment inventories, and select, store, or issue equipment as needed.
  • Wells Fargo
    Personal Banker
    Wells Fargo Mar 2013 - Jan 2015
    Santa Clara, Ca
    • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Cross-sell bank products such as credit cards, credit lines, loans, checking and savings accounts, etc.• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial goals, or other information needed to develop a financial plan.• Create strategies clients can use to achieve their financial goals, including specific recommendations in such areas as cash management, insurance coverage, and investment plans.• Devise debt consolidation plans that include payoff timelines.
  • Premier Nissan Of Fremont
    Automotive Consultant
    Premier Nissan Of Fremont Sep 2011 - Mar 2013
    Fremont, Ca
    • Greet customers and ascertain what each customer wants or needs.• Describe different vehicles and explain use, operation, and care of the different vehicles to customers.• Demonstrate use or operation of different vehicles.• Recommend, select, and help locate or vehicle based on customer needs and desires.• Negotiate and decide automotive sales prices, total purchases and receive and process cash, credit or check payment.• Place special orders or call other dealers to find and barter for the desired vehicle.• Prepare sales slips or sales contracts.• Estimate and quote trade-in allowances.• Prepare and detail purchased vehicle for delivery.• Sell or arrange for delivery, insurance, financing, or service contracts for purchased vehicles.• Maintain records related to sales.

Frequently Asked Questions about Khalid Safi

What company does Khalid Safi work for?

Khalid Safi works for Patelco Credit Union

What is Khalid Safi's role at the current company?

Khalid Safi's current role is M.B.A. Business Finance - B.S. Marketing Management.

What is Khalid Safi's email address?

Khalid Safi's email address is ks****@****lco.org

What schools did Khalid Safi attend?

Khalid Safi attended California State University - East Bay, California State University - East Bay, California State University - East Bay, Chabot College.

Who are Khalid Safi's colleagues?

Khalid Safi's colleagues are Alexander Sanchez, Nahom Habib, Fiona Cao, Sandra I Gonzalez, Fred Williams, John Musty, Yuri Galdamez.

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