Naikaly Dehnad Email & Phone Number

San Mateo, CA, US

San Francisco Bay Area

• Support a team of two Managing Directors, two Vice Presidents, two Associates, and two Analysts
• Interface with high value external clients, ensuring all communications are effective and concise
• Plan and organize complex changing calendars and travel arrangements
• Arrange and negotiate contracts for company events and conferences
• Establish and maintain prospective and current client relationships via Salesforce
• Research and prepare reports for executives

San Francisco Bay Area

• Support a team of seven institutional sales representatives in the consultant, DCIO, and endowment channels
• Act as project coordinator for conferences, sales events, and/or ad hoc projects
• Plan and coordinate marketing roadshows for sales and asset management teams
• Establish and maintain prospective and current client relationships via Salesforce
• Organize office operations and procedures as they pertain to the institutional sales team
• Interface regularly with clients, executives, and other internal team members

San Mateo, CA

• Executive Assistant to the Branch Manager Peninsula Region Home Mortgage Office
• Support a team of 25 Home Mortgage Consultants and Home Loan Processors with ease
• Create, update and maintain daily reports in the processing of Home Mortgages in compliance with Wells Fargo Bank policies and procedures, as wells as applicable State and/or Federal regulations and laws
• Responsible for HR duties, including but not limited to: employee on-boarding and off-boarding, managing time cards, requested time off, management of office assets, inventory, and more
• Process and organize expense reports, travel arrangements, office lunches, and other events
• Effectively utilize all tools available including database and software programs

Foster City/ San Francisco

• Schedule multiple candidate interviews on a daily basis
• Prepare legal agreements/contracts for consultants and ensure the proper consultant documentation are in place before on-boarding
• Communicate projected start and on-boarding information with consultant
• Process and organize expense reports, travel arrangements, and office lunches
• Act as a liaison between Human Resources, Hiring Managers, Recruiters and Prospective Hires to assist in processing offers, reference checks, background checks, and Visas
• Create and maintain employee referrals to Recruiting team

81 W. Hillsdale Blvd

• Effectively and efficiently guide new and existing customers through their financial life “plan” by asking the right questions in order to provide them with the best solution for their financial needs
• Consistently demonstrate a commitment to go above and beyond to ensure clients are set up for financial success
• Communicate accurate, current, and comprehensive product knowledge; i.e. information about Checking and Savings Accounts, Credit Cards, Loans, Equities, Certification of Trusts and more.
• Execute all tasks in compliance with Wells Fargo Bank policies and procedures, as wells as applicablestate and/or federal regulations and laws
• Maintain a professional environment conducive to providing the best customer service possible at all times
• Developing and maintaining relationships with Wells Fargo partners through business referrals; i.e. Private Banking for high value clients, Brokerage, Investments, Insurance, and Mortgage

San Mateo/San Luis Obispo, California Area

Create curriculum to aid foreign exchange students and second language learners with their EnglishEdit and revise undergraduate and graduate class projects and papers

Arroyo Grande, CA

Creating and maintaining customer relations through class salesTripled and maintained attendance of Adult Water Exercise Class in 1 monthExcelled in receiving outstanding parent evaluations and teacher requestsResponsible for creating a fun, stimulating, and safe class for students while demonstrating visible improvement in student’s skillsMentoring new.

San Carlos, CA

Provide general office administrative support as needed, which includes filing, photocopying, faxing, and scanningManage company-wide calendars for employee vacations, conference rooms and other functionsAssist account teams in preparing for onsite client meetings and new business meetings by ordering refreshments, preparing the conference room and.

Half Moon Bay, CA

Assisted in opening secondary location Responsible for assisting in managing servers and other employeesPlanning and preparing for catering events and weddingsCreating schedules, maintaining relationships with merchants and vendors, organizing invoices

B.A. English, Creative Writing

Activities and Societies: Persian Club, English Club

Education record