Provided comprehensive wealth management and investment banking services to high net worth and ultra high net worth clients from diverse backgrounds with an array of needs and goals. Executed on multiple priorities simultaneously utilizing several programs and applications daily. Consulted with clients to thoroughly understand their needs. Provided targeted advice and financial solutions and delivered an exceptional client experience. Connected clients with specialists and experts across all 8 business lines of Bank of America as needed. Processed an array of financial transactions accurately and efficiently. Led end to end onboarding and maintenance activities for new and existing clients. Created ease of access and interaction with digital tools to promote client adoption of new technologies. Delivered responsible growth within firm defined risk framework through a commitment to operational excellence and dedicated focus on clients. Maintained in-depth knowledge of equity and fixed income markets as well as alternative investments and hedge funds. Strictly adhered to all risk and control policies, regulatory guidelines, and security measures.

Exemplified Pottery Barn’s vision to be America’s most meaningful, beautiful design source by bringing together good products, people and values. Curated an immersive luxury retail experience to inspire and aid guests in envisioning their dream home.Solicited an active pipeline of business to business sales. Provided interior decorating expertise. Promoted multiple brand concepts. Consistently achieved hourly sales at least 150% of goal.Educated guests about financing options, logistics, rewards programs, and Pottery Barn's exceptional quality and unparalleled value. Provided concierge service to clients on multiple continents.Assisted guests with identifying unique product features such as green guard certification, fair trade certification, Oeko-Tex™️ certification, and items that are handcrafted and sustainably sourced or made from recycled materials. Consulted with customers and b2b clients on Pottery Barn’s vast catalog of accessible furniture and products.

Supported 4 bank branches in the Denver and Boulder metro areas. Provided coaching and training to bankers, tellers, and managers to develop business and increase referral volume from bank partners. Drove retention of existing business and cultivated cross-business sales. Maintained pipeline of business from prospect to preapproval through closing and funding. Provided expert advice to borrowers to assist them with their home financing needs and goals. Exceeded sales goals and referral goals.Utilized customer relationship management tools to conduct regular outreach and prospecting activities.

Reviewed credit, income, and asset documents as well as title and appraisal reports. Provided evidence that borrowers have the ability and willingness to repay proposed mortgages as agreed. Ensured mortgage applications met agency mortgage guidelines and Wells Fargo policy. Evaluated loan risk on a timely basis utilizing expert judgement and sound underwriting logic. Provided prompt, quality leadership and expertise to loan originators, loan processors, closing specialists, and funders in a professional manner. Provided coaching and feedback to improve future loan application submissions and to expedite loan processing, closing and funding. Managed a pipeline of loan applications from submission to funding and maintained acceptable quality standards. Participated in ongoing training.

Consulted with borrowers and assessed their financial needs to recommend mortgage products and credit solutions that fit their individual situations. Routinely exceeded sales goals. Routinely exceeded quality and regulatory compliance goals. Cultivated business through inbound and outbound telesales and web based chat. Conducted periodic follow up calls with potential borrowers to assist them with their home buying and refinancing goals.

Provided a personalized shopping experience and assisted customers with purchases of furniture and decor for their homes. Provided expert style and design advice and insight. Met and exceeded sales and credit goals. Took applications for new credit lines. Maintained brand standards, executed floor sets and optimized store inventory to maximize sales and drive efficiency.

Provided expert assistance to customers with their employer-provided life, vision, dental, and identity theft insurance plans. Top cross sale agent on team. Identified opportunities to save customers money on personal insurance lines through needs based assessments. Routinely exceeded cross sales goals. Maintained a 100% quality score over 12 months. Edited and updated knowledge base/information center used by all agents in their daily tasks. Managed procedure documentation and improvement.

Exceeded personal and company sales goals weekly in a 100% commission environment. Maintained weekly reports to track sales, margins, and deliveries. Took applications for new credit lines. Provided hands on pipeline management to ensure excellent customer experience. Ensured competitive pricing through personal knowledge of products, pricing, and market. Provided expert advice and guidance to customers on style, design, fashion, and decor as well as logistics such as delivery and financing options.

Exceeded company sales and credit application goals in a base plus commission environment. Cultivated existing customer relationships to increase customer loyalty. Led furniture department for 8 months in sales and credit applications. Provided expert fashion, style and design advice to customers as well as expert guidance on logistics such as delivery, custom orders, and financing options. Maintained brand standards, executed new floor plans and remained nimble and adaptive to rapid changes company and industry wide. Provided coaching and training to other team members to maximize store-wide sales and to drive increased business to the furniture department.