Experience

Pinnacle Estate Properties Inc

• Real Estate
• 1 - 100 Employee

• Realtor

  • Jul 2022 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• VP/Business Development Officer

  • Aug 2014 - Jul 2022

  •Responsible for identifying, acquiring and growing new and existing profitable commercial relationships with customers that have annual gross sales of generally more than $5 and less than $100 MM. •Responsible for all phases of the sales life cycle, including lead generation and sourcing, effective utilization of relevant systems, following applicable policies and leveraging product knowledge. •Effectively partners with other Bankers and lines of business to deliver the full complement of Wells products and services.•Identify commercial lending opportunities for large businesses and private investors Show less

• Learning and Development Consultant

  • Jul 2007 - Aug 2014

  •Facilitate 4 types of training programs of 20-30 current and new employees each, varying in length from 9 days to 4 weeks.•Lead multiple projects to track training completion for Specialized Bankers to increase effectiveness on the job.•Provide continuing education to recently promoted employees, partner with managers, coaches, district managers, and market presidents to track progress and ensure training completion; manage and run reports.•Design ad hoc workshops of 20-25 specialized bankers each, to teach talent marketing skills.•Collaborate with Curriculum Design Teams, Business Partners, and Line Management to provide feedback regarding curriculum, delivery, and efficiency to improve work performance.•Design and deliver curriculum for 6,000+ LA Metro/Orange County Retail team members to improve efficiency.•Market new workshops to business partners and stake holders. Show less

• Branch Manager

  • Apr 2006 - Jul 2007

  •Hired, trained, and motivated new employees to improve customer service and sales performance, resulting in a turnaround from worst performing store to #1 in the South Bay region out of 10 stores.•Partnered with team members from Merchant Card Services, Payroll, Commercial Lending, Mortgage, Private Banking, and Business Banking in order to meet business initiatives.•Developed and managed budgets, business development objectives, staffing models, schedules, and performance standards.

• Assistant Store Manager

  • Sep 2003 - Apr 2006

  •Assumed store manager responsibilities after manager’s departure; motivated staff and developed business plan to achieve goals.•Hired, trained, coached, and terminated employees; developed employees through weekly one-on-one meetings.

• Banker

  • Sep 1998 - Sep 2003

  •Sales and customer service for consumer and business products.