Willy Morales Email & Phone Number

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.

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.

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.
• 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.

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