Leah Woods Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, United States

New York, Ny

∙ Provides proactive and responsive support to the Wealth Advisor and City National Bank clients, ensuring the highest quality client service and reinforcing trust in the firm∙ Strategically prioritizes and organizes Wealth Advisor’s sales pipeline by leveraging Salesforce, optimizing client outreach and deepening client relationships ∙ Acts as a right hand to the Advisor, providing valuable insight on client needs to highlight service opportunities and grow the business

• Integral member of a cohesive team, providing proactive support to three Senior Financial Advisors and creating capacity for advisors to focus on growth while enriching client experience• Addressed client service needs and concerns, resulting in high client satisfaction and increased business• Executed trades in client accounts as requested to rebalance portfolios and fill client orders• Improved operational processes –independently developed innovative strategy for quarterly fee runs and trained 75 employees on improved methodology

Calgary, Canada Area

• Delivered friendly, quality service to ATB clients, and problem-solved to resolve issues quickly and efficiently• Suggested products or strategies that could help clients achieve goals faster and save money; generated referrals for the sales team• Maintained highly organized client financial documents to retain vital records for internal audit purposes

• Consulted clients to create beautiful, empowering collections of feminine images for women of all body-types• Managed all aspects of business from incorporation, marketing, sales, purchases, website design, photographing, negotiation, and annual tax filing

• Demonstrated strong business acumen in meeting sales and payroll goals; Managed an average payroll budget of $45,000 a month• Efficiently handled wide-ranging needs of the business

• Managed a team of 30 female employees to meet daily sales goals; Directed and followed up with consultants to achieve optimum performance• Innovated new method to incentivize employees to meet daily sales goals

Bachelor Of Fine Arts - Bfa, Visual Studies

Education record