Willy Morales Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

At RSN Property Group, a pioneering boutique real estate private equity firm, I contribute to our mission of delivering modern, affordable housing to working-class Americans through value-add multifamily opportunities across the United States. My dedication to excellence drives me to raise capital for our projects, ranging from accredited families to programmatic institutional partners while ensuring that each investor finds a suitable and rewarding investment solution tailored to their investment priorities. With a relentless commitment to exceeding expectations, I confidently embrace challenges, seize opportunities, and make a lasting impact in the financial and real estate sectors, shaping a legacy of success for our partners and our firm.

Valley Forge, Pa, Us

• Consistently exceeded investment dollars raised , investor acquisition and retention goals within the spirit of Vanguard's Code of Ethics.• Drive sales results by raising awareness of Vanguard's investments, products, and related services.• Generate new and broaden existing relationships with High net worth Individuals and Institutions.• Demonstrate a high level of expertise in financial markets, the investment management industry, and developments that can impact existing and prospective Investors.• Host meetings and present Vanguard product solutions, and educational opportunities, and leverage business partners.• Project management for problem-solving to present to senior leadership, UX teams, and compliance among other departments to aid in the efficiency and experience of both clients and peers.• Utilize Tableau, Salesforce, Excel and Dynamics CRM tools for pipeline management, analysis, and financial scenarios for clients and Institutions.• Analyze and coach peers on team KPIs, plus meet periodically to discuss portfolio management.

Charlotte, Nc, Us

Manage initiatives at large regional bank with goal to grow accounts and revenues through business and client relationship development, financial reviews, planning and analytics, alliances, CRM, and targeted knowledge of financial pool of products.• Principal point of contact, integration, and responsibility for affluent clients.• Orchestrated selling, delivery, and provision of ongoing service for spectrum of fee income, banking products and services appropriate to affluent clients.• Engineered and periodically assessed client financial needs and conditions based upon sound profiling and financial analysis to personal and commercial segments.• Tactically engaged with the partners with mutual relationships for adherence to investment and asset allocation, and lending objectives and policies.• Invariably met revenue growth, profitability, and retention goals for branch portfolio, expanded services, and marketed new products to existing clients.• Facilitated the sales management process, delivered excellent client service behaviors, and ensured a seamless approach to developing, servicing, and enhancing client portfolio.• Sourced Credit opportunities and oversaw proper documentation and review of clients’ financial statements.• Tracked and administrated sales activity, pipeline, and pertinent information through bank systems.• Fostered mutually beneficial business relationships with centers of influence and internal teammates who bolstered business development efforts.• Monitored changing economic, legal, financial planning, investment trends, and general market and business issues impacting affluent and commercial business clients. o Served as a financial planning/advisory resource for clients, their attorneys, and CPAs.• Performed within existing audit, compliance, and regulatory framework to confirm a high-quality, compliant portfolio of client relationships.

San Francisco, California, Us

• Originated credit applications (including but not limited to mortgage-backed, factoring, letters/lines of credit) for clients to fit their financial needs. • Focused primarily on client retention and reevaluating pertinent financial statements to subsequently adjust/recommend products accordingly. • Liaised with partners to grow business relationships.• Acquired business through outbound calling and meetings with current and prospective clients.• B2B sales of merchant/treasury and financial technology products.

San Francisco, California, Us

• Supported clients with transactional requests spanning wire transfers, analyzing financials, opening accounts and sale of fee/interest-based services.• Originated various loans including auto, personal, and lines of credit.• Subsequently analyzed personal financial statements to qualify credit opportunities to the underwriting team.

• Worked with clients and Broker team to determine the best fit for borrowers and lenders• Compiled due diligence documentation, and engaged in sales-based dialogue to build trust • Explained timelines and expectations to prospects, and helped execute closings, & transactions• Cold prospecting, with varied strategies for fundraising and placement. (including Alternative Investments/Venture capital, capital markets & debt placement)

Master Of Business Administration - Mba, Finance

Bachelor Of Business Administration (Bba), Finance