Stephen Egan Email & Phone Number

Princeton, New Jersey

• Project manager for the New Jersey market by leading the client event strategy, marketing and risk/compliance initiatives, and business development • Partner with the Client Service Manager with Front Line Monitoring for the market from working with the Private Wealth Sales team on the initial transaction research through completion of the Regional Quality Control Checklist• Partner with the Business Support Consultants by performing KYC/AML reviews for the market, which includes new account opening, business entity reviews, and high risk relationship reviews• Event Coordinator for the New Jersey market from the planning stage that includes working with the speakers, choosing the venue, and handling the contracts, through the day of the event, which includes handling the logistics the day of the event. Since 2018, the New Jersey market has hosted 15+ events each year due to the client event strategy. • Led the planning, logistics, and completion of the Right Client, Right Team, and Right Experience Legacy Client Review meetings for the New Jersey market in September 2018, which covered over 4,000+ relationship reviews.• Collaborate with Regional Managing Director and Business Line leadership to provide reporting according to the ‘One Model On Model’ principles and framework, which has led to the market meeting their key metrics over the past four years• 2019 Golden Spoke Champion, Wells Fargo’s Highest Recognition, for making a significant and measurable impact on Wells Fargo clients and its business.

Princeton, New Jersey 08540

• Manage the Center of Influence/Prospect list for the Princeton Deal Team by maintaining confidentiality between teams, providing consistent updates, and communicating with prospective client• Act as a lead liaison for Center of Influence and Client events for Wells Fargo Advisors and the Private Bank by identifying event locations, creating the event invitation, maintaining the RSVP lists, and acting as the point of contact for all parties involved including the day of the event• Coordinate and facilitate weekly event preparation calls with members of the Princeton Deal Team to provide updates, event logistics, and any urgent needs for upcoming events• Manage monthly marketing drip campaigns for targeted Center of Influence, High Net Worth, Real Estate, and Business owners to ensure growth within the targeted audience• Effectively manage each event and marketing campaign with Microsoft office by scheduling conference calls, meetings with leadership team, and utilizing the scheduling assistant for a calendar invite • Utilize Prospect Now to research, identify, and compile a list of qualified Real Estate and Commercial owners for personalized marketing campaigns• Support Regional Services Center by assisting Client Associates with a variety of tasks including; new account openings, client transfer requests, RMD and Annuity calendars, and FA marketing campaigns• Advanced Microsoft Office skills (Word, Outlook, Excel, and PowerPoint)

Scotch Plains, New Jersey 07076

• Mentored newly hired and existing Service Manager’s in the Union Central market in areas risk, compliance, customer experience and growth• Facilitated mock audits in the Union Central market for Regional Services Consultant in all branches• Actively managed risk in a retail environment to avoid branch losses and eliminate loss exposure by maintaining the highest standard of compliance• Coached and developed every branch team member around customer experience and growth through on the spot coaching, weekly 1 on 1’s, and the development of action plans for areas of opportunity• Managed customer experience levels through on the spot coaching, team member observations, and modeling of the customer experience behaviors leading to consistent success in our branch’s performance • Acted as project manager for market wide projects for the Union Central market• Team Lead for the Union Central market’s risk management team which included but was not limited to; scheduling mock audits, compiling audit results into a summary, and debriefing the results with Regional Services Consultant • Reviewed and compiled branch performance statistics for Branch manager to help identify areas of opportunity for the team to focus on• Supported with the preparing, processing, and approving of expenses for the team and branch manager • Managed team’s schedule with CloudCords and Microsoft Office by scheduling meetings, appointments for 1 on 1’s, and a variety of other tasks throughout the week• Effectively handled customer and team member issues by listening to their concerns, empathizing when needed, establishing a timeline for when a solution will be given, provided consistent follow up, and provided an outcome within the committed timeframe• Advanced Microsoft Office skills (Word, Outlook, Excel, and PowerPoint)

Roselle Park, New Jersey 07204

-Facilitated mock audits in all branches in the Union Central market with Regional Services AdvisorUnion Central market “champion” for Branch Control Review preparedness in 2014 until promotion-Coached and developed every branch team member around customer experience and growth through on the spot coaching, weekly 1 on 1’s, and the development of action plans for areas of opportunity-Mentored newly hired and existing Service Manager’s in the Union Central market in areas risk, compliance, customer experience, and growth-Managed customer experience levels through on the spot coaching, team member observations, and modeling of the customer experience behaviors-Managed market wide projects for RSA and DM for the Union Central Market-Managed customer experience levels through on the spot coaching, team member observations, and modeling of the customer experience behaviors

460 Park Avenue, Scotch Pains

As a Lead Teller, my responsibility is to assist my Service Manager in the day to day operations of our branch. I effectively perform daily teller tasks which include but not limited to: cash balancing, maintaining proper cash requirements, and reaching my sales goals for each day. Working in a management position for a financial institution, it is especially important that our branch runs at the highest standard of compliance. More importantly, it is my responsibility to ensure that each of my teller’s is following the proper policies and procedures that Wells Fargo has set in place. I am able to ensure this by performing daily observations and performance coaching with my tellers. It is my responsibility to show each teller, as a risk manager, the importance of following these policies and procedures. This preparation and preparedness has allowed our store to operate effective each day and pass our yearly audit. In January 2013, I effectively took the lead in creating an action plan for improving our sales quality scores to acceptable levels on the monthly Sales Quality Report. Since creating this plan, our branch has reached its goals proving that my plan is effective. This action plan is now being implemented district wide in order to improve the sales quality scores in the other Wells Fargo stores. It is my work ethic and ability to be a leader that has made me successful at my position at Wells Fargo.

New Jersey

As a safety contractor, I managed and maintained all OSHA regulations on Public Service Electric & Gas substations and switch yards. My main responsibility was to manage risk and ensure the proper procedures were followed by all contractors on sites. While working in high voltage yards (up to and including 500kv), I successfully managed a large work force in a high risk environment. My job was judged based on how well I was able to avoid safety violations and incidents, which never occurred on any of my work sites. In such an occupation, my ability to avoid the unforeseen events helped me succeed. When a situation arose that I deemed as high risk, I had the ability to stop all work on site until the said contractor’s understood the risks they were creating.

West Long Branch, New Jersey

As an intern, my first and most important responsibility was to uphold Congressman Frank Pallone’s reputation during my work hours as well as off. When I worked with constituents, the most important aspect of my job was to maintain confidentiality with each and every person. My daily duties required me to research and analyze a variety of constituent cases while acting as a liaison with a number of government agencies, mainly the Citizenship and Immigration Services. I assisted the staff at the district office with drafting memos and statements for official use. I showed computer proficiency in Microsoft Office and the congressional database that I used daily.

Bachelor'S Degree, History

Activities and Societies: Phi Alpha Theta Honor Society

International Business

I transfered here Spring 2007 Semester but unfortunately transfered out after one semester to be closer to home for personal reasons.

Business Administration