Roya Javaherian Email & Phone Number

Los Altos, California, United States

Palo Alto, California, United States

o Manage sales products and achieve sales objectives by developing and planning financial center targets (using Google docs, SharePoint, MS Outlook, MS Excel, and MS PowerPoint).o Act as Project Manager and work with “Account Managers” to update the status of financial projects (using MS Project). o Plan daily and weekly sales goals with Line Managers and share them with the team in daily meetings. o Training and mentoring junior bank associates.

Palo Alto, California, United States

o Planning and executing business loans (using BofA accounting and finance software).o Analyze financial data, prepare weekly reports, and present to the management team (using MS Excel, and MS PowerPoint).o Act as project coordinator for financial projects. Helping Senior Financial Advisors and management team to build financial portfolio compromised of multiple clients.o Scheduling online meetings with clients, documenting customer needs, and providing feedback to line managers.

Los Altos, California, United States

o Providing financial services to customers including informed investment decisions by analyzing customers' statements to forecast financial conditions (using BofA accounting and finance software). o Manage and coordinate key clients relations with BofA. Documenting customers’ needs and providing feedback to the Line Managers. o Plan and execute branch development projects. Assuring the branch follows applicable laws and regulations.

Aliso Viejo, California, United States

o Ensure the daily care of every child by following all licensing guidelines. o Responsible for planning and implementing group activities and scheduling extra curriculum activities.o Parents meeting coordination/planning (using MS Outlook for managing the meetings).

Houston, Texas, United States

o Experience with managing to budget and organizing sales team.