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Work Background
U.S. BankVice President, Private Wealth Advisor at U.S. Bank Private Wealth Management
Nov. 2022Utah, United StatesAs a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand clients’ unique needs and direct teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help clients work toward their goals.
Zions BankVP, Private Bank
May. 2018Salt Lake City I have over 10 years of experience in the financial industry and specialize in helping clients achieve their financial goals. I work with the complex needs of high net worth clients with a focus on maintaining a strong relationship between the client and the bank. I will help a client analyze their current financial situation by reviewing their total assets, liabilities and cash flow. Through this process, I will advise clients on specific financial strategies to optimize achieving their short term and long term financial goals.
Wells FargoRegional Banking District Manager
Sep. 2010 - Mar. 2018Manages retail sales and service function. The primary goal is to serve the customers' total financial service needs resulting in greater market share, wallet share and profitability. This is accomplished by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments. Creates, trains and coaches a successful sales team through the development of staff as a competitive advantage. Responsible for effective staff salary administration and rewards. Develops and administers budgets, business development goals and objectives, staffing models, schedules and performance standards. Guidelines: The store manager level is determined by valuing a number of key store measurements. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
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