Provide ultra-high networth Private Wealth clients with excellent, personalized service to support the administration of private investment and retirement accounts. Collaborate across Private Wealth teams, including Wealth Advisors, Portfolio Managers and Private Bankers, to manage clerical requests, including distributions, disbursements and compliance quality control, as well as accurate document preparation. Applied an exceptional attention to detail to help ensure processes adhere to regulatory guidelines and minimize overall risk and potential loss to AUM.

Extensive knowledge of depository financial products and services. Experienced in ability to have a strategic dialogue with clients about solutions or needs within an exhibited pattern of life. Supported private wealth and commercial clients by actively engaging internal specialists for tailored solutions. Trained newly hired associates with banking systems and company/federal rules and regulations as a Banking Mentor.

Advising clients on various financial services and situations, including credit cards, home and auto loans, managing customer bank accounts, opening and closing services; resolving customer issues pertaining to banking account or service, referring customers to in-house financial specialists; researching and bringing leads for the banks, generating new opportunities, presenting products and services to old and new customers; and performing administrative tasks as assigned.

Prepare and file reports for facility upkeep. Account maintenance and balancing for efficient scheduling. Day to day phone call monitoring to improve customer experience. Time management and interpersonal skills in an administrative office environment.

Actively and skillfully conceptualizing, analyzing, synthesizing, and evaluating a variety of different information into mission essential intelligence. Led multiple groups of Marines through various trainings, operations and intelligence preparations of the battlefield as squad leader and intelligence chief. Graduated with Valedictorian honors at Marine Corps Intelligence School. Handled classified and confidential material pertaining to operations at hand. Experienced oral and visual dissemination of intelligence to superiors. Proficient with analyzing and correlating human, geospatial, imagery, and signals intelligence reports.