- Served as a Relationship Manager for Affluent and High Net Worth (HNW) households within Wells Fargo's Premier and Private Bank. - Engaged closely with clients, their families, and Financial Professionals to devise sophisticated banking solutions, debt management strategies, and comprehensive financial plans, maintaining exemplary levels of accountability and client satisfaction.- Collaborated with Certified Financial Planner to assess investment objectives, account/entity structures, and ensure the currency of financial plans.- Spearheaded the implementation of the Affluent Branch Strategy in the Portland area, leading internal meetings with leadership and branch employees to educate and strategize the servicing of Affluent & HNW clientele.

- Managed relationships with affluent clients, addressing their banking, lending, and service requirements directly.- Collaborated with local Financial Advisors to ensure comprehensive fulfillment of clients' investment and retirement objectives.- Provided support across various branch locations, servicing affluent clientele and educating staff on addressing their specific needs and opportunities.

- Oversaw a team of 20 employees, managing store procedures, scheduling, training, merchandising, and inventory.- Ensured strict adherence to Store Policy/Procedure regarding financial data and firearm sales.- Provided exemplary customer service and adeptly resolved issues to ensure customer satisfaction.- Successfully met targeted sales goals and Key Performance Indicators (KPIs).