Negin Ebadi Email & Phone Number

Seattle, Washington, United States

COA certified, First responder, Law enforcement entity

Seattle, Washington, United States

Kirkland, Washington, United States

Drove the delivery of sales performance and new business acquisitions by employing marketing tools to reach out to customers and set appointments for periodic financial reviews. Implemented strategic initiatives that focus on building and maintaining cordial business relationships with bank partners and growing and retaining a dedicated sales distribution.

United States

Offered relevant products and services to help clients achieve sound financial footing for long-term needs, Consulted with customers about expected and unexpected fluctuations in securities plans and account values, Cultivated and maintained customer trust and understanding by displaying a genuine interest in their needs and delivering the best customer.

Newport Beach, California, United States

Worked with clients to learn their needs, goals, preferences, and prior experiences in order to develop tailored investments, trusts, and life insurance plans in effort to accomplish financial goals and objectives. Managed client relationships to address concerns and monitor account performance whilst ensuring that all clients receive the proper attention.

Tehran, Iran

Managed and coordinated all aspects of branch operations that included managing business plans, outlining policies, and coordinating resources to improve operations and maximize resource utilization, Created and implemented strategies to improve productivity and sales performance in efforts to achieve the financial targets of the branch, Implemented asset.

Tehran, Iran

• Oversaw and directed activities of banking center staff to ensure banking center performance meets/exceeds goals in service, sales, finances, and operations. Managed financial statement preparation and business.
• Supervised, developed, coached and motivated staff for optimum performance, aligning sales goals for each team member to maximize individual sales productivity. Grew market share for the banking center through frequent.