Private Client Associate, Assistant Vice- President, SAFE
Wells Fargo Bank, N.A. Carmichael,California
Summary of qualifications More than 21 years of banking experience . The most recent 10 of which...which include Wealth Management and Private Banking . Comprehensive knowledge of OFAC ... , AML/BSA/KYC USA Patriot Act and banking regulations . Strong organizational and
Marketing and sales coordinator
Serbian Yellow Pages Carmichael,California
Summary Manager in the Payroll Department who are excelling at interfacing with team members at all ...
Lucas Group Financial Planners, Inc. Carmichael,California
, financial objectives , risk tolerance and other information needed to develop a financial plan...01/2000 to 06/2013 Operations Manager Lucas Group Financial Planners , Inc . – 1545 River Park Drive...clients' questions about the purposes and details of financial plans and strategies . Interviewed clients to
Independent Agency Owner
State Farm Carmichael,California
Benefits Retirement Estate Planning Education Saving Banking products Vehicle Loans Mortgage Loans & Refinance...Certification CRM software Sales presentations Financial reporting Portfolio management Budgeting Wealth...CA Insurance Licenses Complex problem solving Financial modeling Self - motivated professional Sales and
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