I have held multiple roles in my 11+ years with the bank. I started with the Consumer Banking division as a Licensed Banker before being promoted to Branch Manager. As a branch manager, I ran 2 top performing, complex, affluent branches for over 5 years. I have since been promoted to a role within our Wholesale Consumer Banking Division as a Relationship Manager.Throughout my time with Wells Fargo:• 2016 graduate of the Northeast Accelerated Leadership Program• 2014, 2015 & 2016 NY/CT STAR Performer• 2014 Leadership and Learning National Recognition Conference attendee• Member of 2018 New York Region Branch Manager Committee• New York and Connecticut Branch Manager Advisory Board Member• Affluent Proponent for the Long Island East Market since 2014• Offer effective interpersonal, communication, and problem solving skills• Coached and trained licensed/premier bankers in regard to customer service, asset gathering, financial product knowledge and financial solutions for customers• Developed strategic partnerships with wealth management and business banking

• Created and implemented strategies designed to help high net worth clients pursue their long-term goals• Educated clients on latest products and investment opportunities• Managed & developed relationships of 500 high asset clients• Produced $6 million in new client assets YTD for the firm

• Collected financial information; assessed investment profile and evaluated client-s financial needs.• Recommended investment solutions and advised client about different financial products.• Assisted in development strategies to attract and acquire new clients to the firm• Responsible for the existing bank book of business• Responsible for recommending all types of financial services products • Achieved client satisfaction and loyalty through excellent service

• Member of a profit formula group of Financial Advisors that produced $1.5MM in revenue for 2007• Helped grow the profit formula over fifteen percent while developing a client base• Gained valuable experience working with 3 FA’s with over 60 years combined experience• Developed strong communication skills and knowledge of financial world• Generated over $10 million in new client assets