Dax McMenamin

Career Resource Specialist at Work Opportunities Unlimited
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Contact Information
us****@****om
(386) 825-5501
Location
Silver Spring, Maryland, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Jan, 2014
    - Oct, 2024

Experience

  • Work Opportunities Unlimited
    • United States
    • Individual and Family Services
    • 200 - 300 Employee
    • Career Resource Specialist
      • Jun 2022 - Present
  • Southern Arizona AIDS Foundation
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Case Manager
      • Jul 2019 - Aug 2021
  • Satori
    • Insurance
    • 1 - 100 Employee
    • Teaching Assistant
      • Jul 2018 - May 2019
  • Financial Services
    • Financial Advisor
      • May 2010 - Jul 2018
  • Bank of the West
    • Banking
    • 1 - 100 Employee
    • Wealth Advisor
      • Jun 2013 - Jan 2015
  • Chase
    • Netherlands
    • IT Services and IT Consulting
    • Financial Advisor Associate
      • Nov 2010 - Jun 2013
  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Banker
      • Oct 2006 - May 2010

      Manage full-service banking relationships, consulting with upper mass affluent clients on full balance sheet. Develop relationship plans to monitor clients' needs and update strategies. Create new business through interaction with internal and external resources.ResultsConsistent year over year growth in revenue from: bank deposits, loans, investment management and other fee-based services.

    • Private Banker
      • 2000 - May 2010

    • Personal Banker
      • Jan 2003 - Oct 2006

      Retail branch banking sales and service. Educated customers in financial products. Coached sales team of junior banker toward individual and branch goalsResults Sales: achieved $120,000 in Wells Fargo profits annually.

    • Business Deposit Consultant
      • Jan 2000 - Jan 2003

      Selected for the inaugural class of bankers in pilot program. Tasked with obtaining business deposits and fee revenue. Prepared and presented Treasury Management/ Credit Facilities proposals for executives.Results Highest revenue producer in second year of program.

    • Assistant Store Manager
      • Jan 1998 - Jan 1999

      Oversaw and ran daily bank operations. Supervised and coached team of bankers around daily sales. Results Record store sales for all of California In-store branches. Oversaw and ran daily bank operations. Supervised and coached team of bankers around daily sales. Results Record store sales for all of California In-store branches.

Education

  • University of Idaho
    B.S, Political Science; Applied Statistics
    1993 - 1995

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