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.
• 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.
• 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.

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.
• 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

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

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.

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.

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.

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.

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