Melanie Willis Email and Phone Number
Melanie Willis work email
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Melanie Willis personal email
Extensive experience in the financial industry and banking operations. Thorough understanding of financial policies and procedures ensuring operational integrity. Detailed oriented and an excellent multi-tasker and ability to navigate multiple systems. Comfortable working in a high intensity, client centric, high touch, and deadline driven business. Strong analytical skills with the ability to assess situations and make appropriate recommendations and decisions. During my almost 15 years with Citigroup, I rapidly progressed through various positions at the retail branch, and then went on to The Citi Private Bank as an Account Executive servicing both Law Firm Group and High Net Worth clients. The last eight years with Citi Private Bank, I spent as a Relationship Officer in their Los Angeles and Orange County offices providing operational and sales assistance to Private Banker(s) and/or Financial Advisor(s). I was instrumental in the opening of the Orange County Private Bank office. Industries of interest include: Financial Information Systems Access Coordinator, Private Banking and Wealth Management, Financial Services, Investment Management, Investment Banking, Insurance, Individual and Family Office, Law Enforcement, Criminal Analysis.
Techop Solutions International
View- Website:
- techopsolutions.net
- Employees:
- 71
-
AnalystTechop Solutions International Jul 2019 - Present -
AnalystMbo Partners Mar 2019 - Jul 2019 -
Financial Systems Access Coordinator - Management And Accounting Practices Office (Long-Term, Temp)California State University, Office Of The Chancellor Oct 2018 - Feb 2019Long Beach, Ca -
Licensed Personal BankerChase Apr 2010 - Nov 2010Seal Beach, Ca -
Relationship Officer/Client Account OfficerCiti Private Bank 2002 - 2008United States -
Account Executive - Citibank Private BankCiti Jun 1998 - Feb 2000United States -
Operations Manager - Citibank Federal Savings BankCiti May 1997 - Jun 1998United States -
Citibank Representative - Citibank Federal Savings BankCiti Jun 1996 - May 1997United States -
Citibank Customer Service Representative/TellerCiti Sep 1993 - Jun 1996United States
Melanie Willis Skills
Melanie Willis Education Details
Frequently Asked Questions about Melanie Willis
What company does Melanie Willis work for?
Melanie Willis works for Techop Solutions International
What is Melanie Willis's role at the current company?
Melanie Willis's current role is Analyst at TechOp Solutions International.
What is Melanie Willis's email address?
Melanie Willis's email address is mw****@****ate.edu
What schools did Melanie Willis attend?
Melanie Willis attended University Of California, Los Angeles.
What skills is Melanie Willis known for?
Melanie Willis has skills like Banking, Series 7, Investments, Private Banking, Insurance, Customer Relationship Management, Key Account Development, Branch Operations, Financial Services, Wealth Management, Documentation, Equities.
Who are Melanie Willis's colleagues?
Melanie Willis's colleagues are Raymond Hartwick, Nkosi Yafeu, Vivian Bueno Brunet, Michael Di Salvo, Adam Montecino, Andy Manley, Grace Asante.
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