Sales & Relationship Management Executive ► Driving sales through client centric solutions and long-term relationships
Summary
Judge a man by his questions rather than his answers. ---Voltaire
Years of proven sales, sales management, and relationship management experience. Demonstrated skills in building long-term client relationships with client centric solutions that create "trusted advisor" relationships.
Timeline
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Key Accounts Manager, Managed team of key account managers covering >40 distribution relationships
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Manging Director - Team Manager, Manages sales team and compliance for 20 registered reps across 7 branch offices
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Managing Director - Senior Sales Director, Wells Fargo Asset Management
Responsible for managed investment product sales to institutional clients in Northern California and Pacific Northwest.
Proudest Accomplishment
Two time recipient of Wells Fargo Golden Spoke Award for outstanding contribution and performance
Experience Highlights
RVP - U.S. Corporate Banking - San Francisco
Managed corporate banking relationships with team of 12 fte and >$750m in credit
Regional Treasury Management Sales Manager
Managed Treasury management sales team of 12 fte. increased annual sales from $2m to $16m
Key Accounts Manager
Managed a team of key accounts managers responsible for over 40 channels and $500 billion AUM
Managing Director - Sales Team Manager
Managed sales associates and compliance for 20 registered reps across 8 branch offices
Managing Director - Senior Sales Director
Managed Northern California and Pacific Northwest territory for WFAM sales to institutional clients
Education Highlights
Bachelor of Arts - Georgia State University
Economics and Communications major, honors graduate
MBA - University of California, Berkeley
Finance major
Skills
Public Speaking
2
Copywriting
3
Social Media
6
Project Management
10
Finance
13
Marketing
16
Questions & Answers
Describe your greatest accomplishment.
I am honored that many former employees keep in touch and credit me for being a significant aid in their professional development.
Who are your main influences?
There have been many influences. My parents instilled values of honesty, kindness, and hard work. Several managers at Wells Fargo offered additional responsibilities that allowed me to grow with the firm. Â
Why did you choose your profession?
I was recruited by a senior manager at Wells Fargo based on my client interactions and performance.
