Vedran Huzbasic Email & Phone Number

Los Angeles, Ca, Us

Culver City, California, United States

Altruist mission is to make financial advice accessible to everyone, no matter their wealth or background and we provide financial services and technology to independent financial advisors. We have an amazing digital platform that makes it super easy for advisors to manage their clients' investments efficiently. It's all about using technology to streamline the process and make things more transparent.

Greater Los Angeles Area

Promote Aspiration’s products by providing expert knowledge to educate users on the financial industry. Build and develop new relationships by educating customers and prospects about banking products and services. Work closely with the marketing team, providing direct support on multi-channel marketing activities, lead conversion and provide support to other departments as requested. Maintain account information, oversee customer engagement data analysis in Looker and Zendesk and provide updates to the support team and business development. Helped implement proactive customer service initiatives aimed at delighting our clients and building lasting relationships. Decreased ticket response times, increased customer satisfaction month over month ensuring company standards in all interactions are met and exceeded.

Greater Los Angeles Area

Engaging with Financial Advisors to help and deliver the best possible solutions for high net clients. Managing customer portfolio, services relationships and cross-sells all products and services. Assessing the client’s needs and recommending investments, retirement, and Wells Trade solutions. Trusted professional to our affluent, high net worth clients specifically in the area of managing portfolios in conjunction with cross-selling of multiple Wells Fargo products.

Santa Monica, Ca

Developing and maintaining strong partnership with Wells Fargo specialized team members to handle private clients complex lending and business operational needs. Building strong relationships with customers to identify new opportunities. Deepen current relationships in order to increase customer base and profitability. Consistently recognized by management for providing expert company and business product knowledge to colleagues.

Santa Clarita, Ca

Selling retail banking and business products and services to customers and prospects. Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities. Mentoring and peer-coaching other team members. Efficiently solving clientele concerns and issues.

Tampa/St. Petersburg, Florida Area

Worked in business development and direct marketing. Helped develop various sales and marketing strategies. Identified leads and prospects, regularly meeting and exceeding sales goals. Trained multiple new hires. Interacted with customers on a daily basis to ensure client satisfaction. Attended multiple professional development seminars across the US and abroad.

Bosnia And Herzegovina

Community policing activities – support in implementation of projects related to community development and citizens’ participation. Researched and prepared background information on response to particular queries from Community Development Manager and Participation Advisor (Supervisors). Reviewed, analyzed and summarized documents. Assisted Supervisors in the monitoring of programmed implementation. Attended meetings and roundtables in the capacity of a representative of the Democratization Department as necessary. Accompanied the Supervisors to provide interpretation services during meetings, conferences, seminars, round table meetings, etc., and prepared reports on those events as requested. Drafted correspondence in English; prepared summaries of relevant documents, helped with other administrative duties