BIOGRAPHY

Posted on June 25, 2013 0 comments

30 years international banking and client relationship management in offering comprehensive financial solutions.
Established successful partnership with professionals in Private Client Services Group to tailor custom solutions in wealth estate and retirement.
Extremely bright/well-educated; accomplished financial communicator, and highly motivated.
Innovative; analytical; versatile; highly adaptive to changing environment.

Professional Experience

Build and maintain a strong portfolio of equity/mortgage loans while offering brokerage, insurance and business banking products.
Manage an elite portfolio of a $100 million book in conjunction with retaining and increasing client’s core deposits.
Utilize customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential affluent customers.

Built a high value retail portfolio, providing sales & customer solutions by leveraging established relationships in the community with existing clientele.
Represented the Company on community organizations and activities to enhance the Company’s image and promote and develop additional business through the development and expansion of referral sources.
Profile new and existing clients to ensure cross-sell of deposits, credit, and other bank products.

Established close relationships with clients, providing them with financial solutions based on their immediate needs.
Assisted management to create and implement a sales training and incentive program for fellow bankers.
Manage and develop internal relationships within Wells Fargo in order to improve our overall Service Offering to our Clients.

*Recognized as a Regional Top Producer every year.

Member of the San Francisco Jewish Community Center
Member of the Elk’s Club San Francisco, Ca.
Member of City of Alameda Chamber of Commerce
International Speaker of Banking Affaire
International Travels, Cultural Events & Fine Arts
Countries visited:
- AMERICA:
  
  Canada, USA, Guatemala, Honduras, El Salvador, Panama, Brazil, Uruguay, Argentina, Belize, Trinidad and Tobago, Cayman Islands, Bahamas.
- EUROPE:
  
  Portugal, Spain, France, Germany, Italy, Switzerland, Netherlands, Sweden, Denmark, Norway, Finland, Luxenbourg, Poland, Hungary, Romania, Estonia, Lithuania, Bulgaria, Slovakia, Latvia, Czech Republic.
- ASIA:
  
  Japan, South Korea, Phillipines & Singapore.
- OCEANIA:
  
  New Zealand.
Enjoy International gastronomic, reading, walking, football, ice hockey and wine connoisseur.