Priscilla Perkins Email & Phone Number

United States

• Founded a successful consulting firm with 40% ownership in a Registered Investment Advisory firm that managed assets for over 200 households on a discretionary basis.
• Anticipated customer needs and provided them with high quality service while upholding company standards and values to ensure customer satisfaction and build trust in the company.
• Deep experience in presenting the aim and objectives of products directly to clients through face-to-face meetings which increased managed assets by $35 million.
• Created and implemented successful sales strategies which included qualifying leads, closing sales, and maintaining client relationships.
• Implemented and leveraged CRM software to improve business relationships to grow the business, increase customer connections, streamline processes and improve profitability.
• Delivered training sessions for team members, covering topics including operational procedures, customer service, pipeline management, cross selling and upselling existing customer base, and meeting sales quotas.

Lafayette, Louisiana, United States

• Assisted individual and business clients in understanding their financial standing by teaching strategies to reconcile checking account and credit card statements.
• Highly effective mortgage originator and closing specialist that competently managed and closed loans, enabling efficient and timely closings that were free from errors and issues.
• Developed an understanding of the financial services business by reviewing with clients their risk tolerances and investment goals, then recommending packaged investment products well-suited to meet those goals.
• Achieved National Achiever status and remained there for 6 consecutive years.
• Ranked number 1 in Louisiana and number 34 in the country amongst all Personal Bankers at Chase Bank