Thomas Machado Email & Phone Number

San Jose, Ca

• Generated customized reports and charts for clients as needed based on their personal assets; reviewed with them regularly and provided recommendations to support their financial goals• Increased professional client base and portfolio from $10M to $20M through cold calling, networking, and building relationships in the market • Presented the collective book of business quarterly to senior leadership; shared client growth, production revenue, assets and new ideas for strategic opportunities• Implemented financial plans and timelines for clients to create alternative ways in improving their finances

Cupertino, Ca

• Guided current and potential clients on their financial decisions; trained existing bankers on effective techniques and best practices in financial advising• Conducted audits in the financial documents for the clients to ensure accuracy in the statements and accounts• Built strong relationships with clients; discovered financial needs and goal through effective questioning• Recognized for the Top Sales and Service Award presented by the Bank of America leadership team

San Jose, Ca

• Developed and executed strategies to increase sales for the region based on the analysis of market activity• Built strong relationships with clients to meet and exceed sales goals, and generate referrals and potential leads• Collaborated with colleagues to devise new ideas for revenue growth; increased sales by three percent annually• Recognized for the Herman W. Lay Award in 2013