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Work Background
Client Relationship Manager - Stifel
Stifel Financial Corp.Client Relationship Manager - Stifel
Oct. 2013New York, NYLeverage FULL-SERVICE model in our mid-town flagship office that tailors to UHW clientele. In-depth utilization of the following: > ADDEPAR (Portfolio Reports and other deeper analysis on Alternative Investments and Structured Products). > IPREO [Capital Markets syndication (equities & fixed income) | Structured Products] > ARTIVEST & SIMON by ICapital (Alternative Investment platforms) > MONEYGUIDE PRO
Financial Advisor in Training
Wells Fargo AdvisorsFinancial Advisor in Training
Apr. 2013 - Sep. 2013Garden City, New YorkTeamed with two senior advisors with combined experience of 30 years to develop new relationships and maintain existing relationships.
Senior Banker
Citibank N.ASenior Banker
Jul. 2007 - Apr. 2013Manhasset, New YorkManaged depository and lending deals of the Financial Center. Key positional functions: account opening, credit origination, due diligence, branch operation, and training. Strategically advised on special account titles such as, estate, trust, UTMA, UGMA, IOLA, IOLTA, C & S-Corp, and Partnership. Led 30 lateral bankers through a pilot training program to optimize client experience. Delivered value-based strategies ranging from wealth preservation and credit structuring through 2008 credit crisis. High level of credit production through the credit crisis. Credit Analysis: analyzed business financials, measure possible risk (leverage, credit and market), prepared loan documents, and write-ups. Excellent consistent production results vs. goals. Maintained strong relationships with external and Citi channels for a seamless client experience. Worked in various roles, including as a teller for multiple branches in Nassau North.
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