Onboarding Specialist
Guideline
• www.linkedin.com/company/guideline
Oct 2017 - Present
San Mateo, CA
Private Banker
Wells Fargo
• www.linkedin.com/company/wellsfargo
May 2011 - Apr 2016
Co-Founder
Nimbus Bottles
Jul 2012 - Dec 2015
San Francisco, CA
Account Executive: Public Relations & Marketing
Christie Communications
• www.linkedin.com/company/christie-communications
Jan 2007 - Dec 2009

A dynamic, detail-oriented, Relationship Manager with a strong ability to collaborate with a team to source and develop new business opportunities, and support existing client relationships. Comprehensive financial knowledge supported by the ability to develop a strong network of intermediaries and provide holistic financial recommendations to clients. A motivated business economics graduate, combined with years of hands-on experience in the industry. Recognized as a leader with a strong concentration and enormous drive to meet both company and client expectations. Selected Highlights ● Received multiple promotions, consistently closed $2,000,000 in measurable loans and have been directly responsible for generating and increasing revenue and residual profits for assigned office. ● Ensure flawless territory management across 4 stores in 16 months by building a diverse, affluent book of business. ● Consistently met and exceeded sales quotas quarter over quarter, and was subsequently accepted in the Private Banking Program.
guideline.com
wellsfargo.com
christieand.co
San Carlos, California, United States