General Manager

• Apr 2020 - Present

Account Manager

• 2017 - Present

• Responsible for the Corporate financial institutions onthe West Coast the US and Canada • Demonstrate a deep understanding of the customer decision-maker’s strategies, priorities, and needs • Maintain a solid understanding of business propositions to initiate conversations and raise interest • Build and embed a long-term trusted advisorrelationship within their accounts • Drive growth by expanding company footprint within their accounts • Focus on maintaining overall customer engagement and expanding and retaining managed net revenue • Oversee all commercial activities within accounts, owning the end-to-end customer relationship • Drive efficiency in account administration, especially forlower value and growth potential accounts • Govern internal and external stakeholders and maintain networks to negotiate and close deals • Accountable and responsible for the accounts Show less

Manager Investment Banking

• 2011 - 2017

Account management of investments of U.S and Singapore-based clients Acquires newly solicited accounts of individual and corporate clients Promotes and markets financial solutions of Citi Identify clients’ financial goals and expectations and assist them in selecting appropriate investment opportunities. Provide excellent, personalized customer service. Proactively contact clients to establish meaningful long-term relationships. Provide analysis on workforce and reporting trends Outbound call and portfolio management for the corporate accounts Retaining business with existing clients Show less