Years of experience: 19

๐Ÿ‘ Sales & BizDev๐Ÿ Sports๐Ÿงจ Consulting๐Ÿฆ Finance

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David's Career Path
Financial CounselorMar. 2023 -
Present
R1 RCMFinancial Counselor
Private BankerAug. 2017 -
Jan. 2020
Wells FargoPrivate Banker
Greater Salt Lake City AreaHandling Private Banker and Relationship Teams needs. Providing customer-centric advice and support to private bank service team, relationship managers and team members. Execute trades for clients and service teams which include bonds, stocks, options, etc.
Managing MemberJul. 2014 -
Aug. 2019
Greater Salt Lake City AreaProduct support analyst for home based business.