Lorenzo Herrera Email and Phone Number

• Partnered with different teams across different businesses and functions to be able to offer solutions to complex financial issues through research and use of cutting-edge technology. • Worked with diverse teams to help prepare tax work papers, tax returns; participated in auditing tax provisions and pursued performance objectives; turned findings into actionable solutions; built workpapers from scratch, improved and optimized existing models. • Worked on multiple clients, including multinational companies; consistently worked on multiple projects where I could show case my time management skills, ability to multitask and prioritize according to the business needs. • Enjoyed an exposure to a variety of organizations, and gained a stronger understanding of applicable tax implications for different clients. • Manipulated large amounts of raw financial data from clients to prepare calculations in accordance with applicable tax jurisdictions to ensure compliance.• Worked on special projects where I could show case my creativity, adaptiveness and willingness to learn while gaining new technical skills.

• Contributed to operational excellence by ensuring audit readiness, and branch profitability for the busiest and largest Chase branch in Sonoma County. • Rolled out innovations in technology standards set forth by the bank. • Coached and developed a team of 6 bankers, 5 tellers and worked closely with the Financial Advisor, Mortgage Banker, and Business Bankers to ensure year-over-year growth in branch metrics.• Successfully launched Chase Private Client, a bank initiative to attract and grow affluent households. • Focused strongly on excellent customer experience through technology education, providing solutions, and ensuring a knowledgeable and motivated team.

• Maintained, serviced, and grew customer base by providing an excellent customer experience. • Routinely engaged in in-depth client profiling in order to provide customized banking products. • Held responsibility for deposit growth and building relationships. • Assisted in opening of new accounts for consumers and business clients; made outbound calls, both warm leads and cold calling.