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Work Background
Executive Director, Treasury Management Consultant
Wells FargoExecutive Director, Treasury Management Consultant
Mar. 2024Phoeniz, Arizona
Executive Director, Tresaury Management Consultant
Wells FargoExecutive Director, Tresaury Management Consultant
Mar. 2024 - Mar. 2024Phoenix, Arizona, United States
Director, Treasury Management Sales Consultant
Wells FargoDirector, Treasury Management Sales Consultant
Oct. 2022Phoenix, Arizona, United States
VP, Treasury Management Sales Consultant
Wells FargoVP, Treasury Management Sales Consultant
Feb. 2016 - Oct. 2022Phoenix, Arizona Area
AVP, Treasury Management Sales Analyst
Wells FargoAVP, Treasury Management Sales Analyst
Oct. 2013 - Feb. 2016- Consulting and assisting with the selling of Treasury Management solutions to customers and prospects. Providing formal proposals, pricing models, cost-benefit analysis, and developing specialized content through research of organizations. - Working diligently with prospects and customers to increase efficiencies, automation, and streamlining both the scope of their receivables and payables processes. - Drive new sales and cross sell opportunities by identifying client needs. - Maintain and build new relationships. - Monitor and drive portfolio growth by reviewing key financial indicators and trends monthly. - Consult with clients on the phone and in person; know their business and anticipate their treasury management needs, and provide knowledgeable solutions or advice.
Corporate Trust Marketing Analyst
Wells FargoCorporate Trust Marketing Analyst
Jun. 2012 - Sep. 2013Greater Los Angeles Area
Corporate Trust Marketing Analyst
Deutsche BankCorporate Trust Marketing Analyst
Jan. 2011 - Jun. 2012Los Angeles, CA
Controller
Urban Consulting Inc.Controller
Sep. 2005 - May. 2010
Executive Assistant
Pure Power Distribution, Inc.Executive Assistant
Jan. 2005 - Jan. 2010

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