Experience

Gravity Speakers

• United States
• Events Services
• 1 - 100 Employee

• Founder; Sales and Business Development

  • 2018 - 5 years

  We work with Clients and Professional Speakers alike to enable connections. Whether it be a company who has a need to bring in a Professional Speaker to their event, conference or meeting, or, a Professional Speaker that is looking to expand their reach.



Keynote Speakers, Inc.

• Events Services
• 1 - 100 Employee

• Speaker Agent/Sales Executive

  • Mar 2015 - Dec 2017

  California Assisting Event Managers, Marketing Managers, C-Suite with sourcing, recommending and booking Keynote/Guest/Celebrity Speakers for their Conferences, Summits, and Executive Meetings. I work with Companies (Large and Small), Non-Profits, Schools, Universities, Governments and Start-Ups, from all over the World. Additionally I work with Speakers to help manage their Speaking and increase their Market reach by sourcing Speaking Events for them.



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Brokerage Associate/Personal Banker II

  • Jun 2013 - Aug 2014

  San Bruno CA Provided high level of product and leadership support to representatives and high value clients. Resolved customer questions, escalated issues and complaints. Developed rapport with the customer base by handling difficult issues with professionalism. Successfully managed client Loan and Investment portfolios with average pipelines of 1.5mm+. Acquired new clients through outbound calling, and managed lead lists to efficiently obtain new business. Effectively managed client portfolios with… Show more Provided high level of product and leadership support to representatives and high value clients. Resolved customer questions, escalated issues and complaints. Developed rapport with the customer base by handling difficult issues with professionalism. Successfully managed client Loan and Investment portfolios with average pipelines of 1.5mm+. Acquired new clients through outbound calling, and managed lead lists to efficiently obtain new business. Effectively managed client portfolios with net worth over 5mm dollars. Assisted high value clients with acquisitions of new business ventures, home loans, investments, and specified banking products. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker I

  • Sep 2012 - May 2013

  San Bruno CA Responsible for customer service in a professional setting. Cross-selling products and services to new and existing customers. Product knowledge and implementation. Worked with associated to develop new business. Sourced business through existing channels and developing new techniques to efficiently acquire new business. Trained associated to refer new acquisitions, as well as deepening relationships with existing clients.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President Banking Center Manager II

  • Sep 2008 - Feb 2011

  Millbrae CA Successfully managed the activities of 25 team members in multiple locations. Recruited, managed, and mentored an average of 6 new customer service representatives per year. Developed, implemented and monitored programs to maximize customer satisfaction and manage on-site employees. Owned team productivity metrics. Interviewed, hired and trained new quality customer service representatives. Provided a high level of product and leadership support to associates and clients. Addressed… Show more Successfully managed the activities of 25 team members in multiple locations. Recruited, managed, and mentored an average of 6 new customer service representatives per year. Developed, implemented and monitored programs to maximize customer satisfaction and manage on-site employees. Owned team productivity metrics. Interviewed, hired and trained new quality customer service representatives. Provided a high level of product and leadership support to associates and clients. Addressed negative customer feedback immediately. Provided detailed monthly departmental reports and updates to senior management. Developed and implemented policies, procedures, and process improvement initiatives to improve retention rates and increase customer satisfaction.

• Assistant Manager

  • Mar 2005 - Aug 2008

  Millbrae Coordinated with Banking Center Manager to help coach, mentor, and develop new and existing associates. Managed client expectations with high levels of customer service and professionalism. Cross-sold products and services to new and existing clients. Trained staff on rules and regulations of financial industry, including new policies and procedures. Helped implement changing banking laws to operational procedures to ensure compliance.