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1116 Hillery Way, Alameda, CA 94502 Home: 510.865.6657 Cell: 415.672.9537 vx5b
932c@westpost.net
PRIVATE BANK MANAGER / WEALTH MANAGEMENT MANAGER
PROFESSIONAL SUMMARY
Expert in: Financial Services ~ Trading Operations ~ Risk Management
Versatile, dynamic professional with proven ability to lead the world's largest
financial services companies in managing affluent client-invested assets, increa
sing profitability, and driving long- and short-term strategies. Outstanding ana
lytical and communicative skills with keen ability to negotiate long-lasting par
tnerships and alliances. Hands-on leader who excels at guiding team's ability to
provide comprehensive financial planning capabilities through assessing needs,
identifying opportunities, and recommending financial solutions. Strategic probl
em-solver who envisions smart solutions and executes with urgency across all lev
els of the organization.
CORE COMPETENCIES
Regulatory Compliance ~ New Business Development ~ Operational Streamlining ~ Ch
ange Management ~ Business Planning
Relationship Building ~ Team Development & Leadership ~ Training & Development ~
Call Center Management ~ Auditing
Business Planning & Development ~ Staff Management ~ IT-Business Alignment ~ P&L
Management ~ Client Relations
Emerging Technologies ~ International Business ~ Project Management ~ Workforce
Planning ~ Government Relations
PROFESSIONAL EXPERIENCE