Sam Colón Email & Phone Number

Greater New York City Area

● Proactively analyze clients needs in order to cross-sell a wide variety of Bank and Investment products and services. Introduce clients to the appropriate area within the Bank or Investment unit(i.e. Treasury Mgmt, Standby Letter of Credit Division etc.) in order to help the clients achieve their financial goals. ● Establish clients business and personal lines of credit. Annual review and renewal of those same lines of credits contingent of the clients credit qualifications.● Sales Advisory Council member for City National helping to analyze sales, best practices, goals and helping peers overcome sales obstacles.● Helped clients with their PPP loans.● Create KYC profiles. Conduct AML screening.

Greater New York City Area

● Self sourced my own clients via strategic marketing events and referrals. Recommend diverse banking and investment solutions for my clients. Handled $727MM in assets generating $15MM in annual revenue.● Helped clients establish their business lines of credits.● Consistently hit and exceeded sales goals each year.

Greater New York City Area

● Educated and provided value-based solutions to clients on financial investment products that meet their needs. Analyzed client’s needs and profiles to identify potential sales opportunities and trends in the International Markets. Analyzed client’s financial status, developed financial plans based on analysis of data and discussed financial options with client. Identified and presented insightful ideas and solutions to convert prospects to clients. Maintained access to and credibility with clients as a trusted Financial Advisor and provided proprietary investment packages that met their financial needs.● Developed and successfully implemented a disciplined sales process to convert a robust pipeline of prospects into clients. Directly responsible for growing book of clients from 19MM to 47MM within two years. First full year Gross Commission: $271K Second full year: $400K ● Conducted learning activities to educate Financial Executive Assistants to generate sales.

Greater New York City Area

● Product specialist to Private Bankers, Law Firm Group.● Responded to client inquiries and managed and resolved difficult client situations effectively, liaising with dependent service providers.● Supported our Firm related clients in the UK and our staff at Private Bank Group in our endeavor to build up our newly established business abroad.● Delivered Law Firm Citibusiness on-line presentations to educate Law Firms on managing their Firm and individual accounts on-line. ● Served on the Committee at The Private Bank to develop and enhance Manually Inputted Funds Transfer system and enhance our Citibusiness on-line Process.● Assisted in account set up and/or conversions. Developed client relationships. Delivered exemplary Client service to Private Bank Group Law Firm clients-Partners of different Law firms- providing complete banking, credit and Investment support.

Financial Markets., Completed

• Study of Financial Markets • Finance • Behavioral finance • Behavioral economics • Course taught by Sterling professor Robert J..

Foundations Of Mindfulness, Completed.

- Key mindfulness concepts and practices that support the ability to use attention in an enhanced way. - Guidance to enhancing resilience.