Melanie Willis

Melanie Willis Email and Phone Number

Analyst at TechOp Solutions International @ TechOp Solutions International
arlington, virginia, united states
Melanie Willis's Location
Orange County, California, United States, United States
Melanie Willis's Contact Details

Melanie Willis work email

Melanie Willis personal email

n/a
About Melanie Willis

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.

Melanie Willis's Current Company Details
TechOp Solutions International

Techop Solutions International

View
Analyst at TechOp Solutions International
arlington, virginia, united states
Employees:
71
Melanie Willis Work Experience Details
  • Techop Solutions International
    Analyst
    Techop Solutions International Jul 2019 - Present
  • Mbo Partners
    Analyst
    Mbo Partners Mar 2019 - Jul 2019
  • California State University, Office Of The Chancellor
    Financial Systems Access Coordinator - Management And Accounting Practices Office (Long-Term, Temp)
    California State University, Office Of The Chancellor Oct 2018 - Feb 2019
    Long Beach, Ca
  • Chase
    Licensed Personal Banker
    Chase Apr 2010 - Nov 2010
    Seal Beach, Ca
  • Citi Private Bank
    Relationship Officer/Client Account Officer
    Citi Private Bank 2002 - 2008
    United States
  • Citi
    Account Executive - Citibank Private Bank
    Citi Jun 1998 - Feb 2000
    United States
  • Citi
    Operations Manager - Citibank Federal Savings Bank
    Citi May 1997 - Jun 1998
    United States
  • Citi
    Citibank Representative - Citibank Federal Savings Bank
    Citi Jun 1996 - May 1997
    United States
  • Citi
    Citibank Customer Service Representative/Teller
    Citi Sep 1993 - Jun 1996
    United States

Melanie Willis Skills

Banking Series 7 Investments Private Banking Insurance Customer Relationship Management Key Account Development Branch Operations Financial Services Wealth Management Documentation Equities Asset Management Private Equity Proofreading Business Process Improvement Securities Alternative Investments Finance Sales Event Planning Microsoft Office Microsoft Excel Microsoft Word Microsoft Powerpoint Management Team Leadership Teamwork Employee Training Laserfiche Oracle Common Financial System Financial Data Warehouse Etravel Acaps Hogan Sei Adobe Writer Opening New Accounts Ad Hoc Report Preparation Report Preparation Audit And Control Procedures Hnw Individuals Mistake Proofing Document Imaging Key Account Relationship Building Key Account Handling Key Account Mangement Policies And Procedures

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.

Not the Melanie Willis you were looking for?

  • Melanie Willis

    People And Culture Manager At Nicholas And Company
    Sandy, Ut
    1
    nicholasandco.com
  • Melanie Willis

    Doctoral Student At The University Of Nebraska-Lincoln
    Lincoln, Ne
    1
    childrenscolorado.org
  • Melanie Willis

    Executive Assistant
    Middletown, Oh
    4
    53.com, mammotome.com, mammotome.com, cepheid.com
  • Melanie Willis

    Director/Deputy, Mission & Flight Operations At Blue Origin
    Greater Seattle Area
    2
    gmail.com, blueorigin.com
  • Melanie Willis

    Inbound Contact Representative 3 At Humana
    Covington, Ga

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.