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Sean Perrin is listed as Lead Business Growth & Strategy Consultant - Vice President based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Sean Perrin.
Sean Perrin previously worked as Lead Business Growth & Strategy Consultant - Segment Influencer at Wells Fargo and Affuent Business Manager - Vice President at Wells Fargo. Sean Perrin holds Bachelor'S Degree, Business Communications And Sociology, Double Major, Graduated With Honors from Uc Santa Barbara.
I am a seasoned Wealth Management Leader with over 25 years of experience in banking and financial services, specializing in strategic growth, client relationship management, and operational excellence. Throughout my career, I have consistently driven double-digit growth in investment assets and deposits, enhancing client satisfaction and loyalty in highly competitive markets.As a Vice President at Wells Fargo, I have successfully devised and executed innovative business development strategies that not only boost client acquisition but also foster a culture of excellence within cross-functional teams. My ability to mentor and guide over 50 premier and private bankers has resulted in unparalleled performance and significant market share growth across diverse segments.I am passionate about empowering teams through effective training and coaching, having facilitated numerous in-person and virtual sessions that have led to measurable improvements in branch performance. My commitment to compliance and risk management ensures that all operations align with regulatory standards while protecting client assets.Recognized as a National Volunteer of the Year among 250,000 employees for my community support efforts, I believe in the importance of giving back and building strong relationships both within and outside the organization. My collaborative approach has earned me multiple partnership awards, reflecting my dedication to being an impactful partner and subject matter expert.I hold several industry licenses, including Series 7, 66, 24, 6, and 63, which further enhance my ability to provide client-centric financial services.I am excited to connect with fellow professionals and explore opportunities to leverage my expertise in wealth management and banking to create lasting value for clients and organizations alike.
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Central California Region
I collaborate and consult with branch banking leaders, employees and partners to drive growth in the Consumer Affluent and Small Business segments. I do this by analyzing, diagnosing and discussing the strengths and opportunities to improve performance and best serve client needs. I also facilitate employee training programs to ehance execution of sales.
Greater Los Angeles Area/San Fernando Valley
Responsible for influencing and leading the success of Wells Fargo’s Affluent Customer Strategy. This includes having strong regional relationships with Branch Banking, Wealth and Investment Management, Home Lending, and Business Banking. Play an active role in the hiring process, development of, coaching, and leadership of premier bankers. Work to ensure.
Los Angeles County, California
I managed the investment licensing program of retail branch bankers in the Los Angeles County market, Supervised the licensing process for Series 7 and Series 66, ensuring compliance with regulatory standards and internal policies, achieving an overall pass rate of 88% for over 130 bankers. Designed and facilitated training programs that enhanced bankers'.
Los Angeles County, California
Held position of Sale Director with Wealth Management Group to onboard and coach newly licensed retail branch bankers in the Los Angeles/Ventura/Santa Barbara markets. Enhanced sales and service standards leading to an increase in market penetration of investment products. Also ensured compliance protocols followed and collaborated with mystery shop.
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Sean Perrin is listed as Lead Business Growth & Strategy Consultant - Vice President.
Sean Perrin is based in United States, United States, United States.
Sean Perrin has worked for Wells Fargo.
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Sean Perrin holds Bachelor'S Degree, Business Communications And Sociology, Double Major, Graduated With Honors from Uc Santa Barbara.
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