Tabbi Perkins Email & Phone Number

Salt Lake City, Ut, Us

Salt Lake City, Utah, United States

Manage FinTech partnerships through strategic planning, programming and relationship management.

Greater Salt Lake City Area

Responsible for sourcing and developing prospects, new clients and selling business banking services and other wealth management products. I work with local family businesses to help them achieve their goals regarding succession and to maintain a banking relationship with the next generation of their leaders.

Greater Salt Lake City Area

Compiled data for the investment & trust functions across 6 affiliate banks at Zions Bancorp. Managed projects for several executives: newsletter communication for team & partners, branding & marketing changes, training new employees, cost cutting research and implementation, high net client meeting preparations. Established new ways to improve processes and procedures to reduce infrastructure & operational costs. Streamlined report reconciliation & generation to improve data accuracy & efficiency. Managed projects between the department EVP, our external brokerage partners, investment staff, compliance, operations, marketing and human resources to ensure efficiency and improvement to our team.

Greater Salt Lake City Area

Responsible for planning and coordinating activities of Family Business Initiative. Acts as liaison with departmental associates and bank departments to coordinate marketing, event planning, materials associated with each. Maintains a high level of client satisfaction and coordinates with clients and internal departments to resolve problems and relay information to business partners. Creates and administers reports related to Family Business and publishes/distributes as necessary. Administers special projects. Ensures that the Family Business activities are consistent with the goals of the Bank and Premier Wealth Management and that activities contribute to the organizational objectives.

Greater Salt Lake City Area

Worked as a liaison for bank and community projects in the CEO's office handling donations to non-profit organizations in Utah and Idaho. Advanced knowledge of word, excel, access, outlook, referrals, administrative duties and bank policies. Tracked and organized data for weekly reports sent out to executive staff. Managed correspondence and logistics for the Premier Wealth Management Speaker Series and various seminars and special events for high net worth clients.

Changhua County, Taiwan

Planned weekly lessons with age appropriate activities for Kindergarten students ages three to eight to learn English. Created object, vocabulary and grammar lessons for students ages nine to fourteen to prepare them for the English Aptitude Test. Attended meetings with other teachers to discuss and collaborate resources to generate the best possible learning environment.

Washington D.C. Metro Area

Provided professional office support in the international and government affairs arenas. Provided specialized communication services for a wide variety of clients. Assisted virtual and dedicated clients and companies by providing sales support, computer and technical assistance, video conference center calendar management, presentation preparation, consistent office hours, skilled organizational methods, and various daily concierge services.

Organized and hosted 60+ campus-sponsored events with a budget of $150,000.

Master Of Public Administration - Mpa, Public & Organizational Management

Bachelor Of Science (B.S.), Social Work & Management