- Managed
portfolios of small business commercial customers within an assigned
market, focusing on increasing product penetration, profitability and
customer satisfaction and economic profit
- Developed
relationships with referral sources, such as attorneys, accountants, and
influential community members, to identify prospects for new business
opportunities
- Awarded market recognition for highest
sales in San Francisco territory with business acquisition
- Developed
successful relationships with Wells Fargo business partners to maximize
sales opportunities by participating in joint cold-calling events
- Responsible
for the overall revenue growth, profitability, and client retention of
their assigned merchant portfolio
- Self-sourced new
business sales opportunities in addition to developing a referral network
with other bankers, tellers and various Wells Fargo business units.
- Won Wells Fargo
recognition awards such as: Golden Coach, Leader’s Circle, Over 30
Business Direct Club-Top performer-Peninsula Region 2006
- Planned
and organized numerous business delegations to Russia for
relationship-building and program development purposes.
- Participated
in managing and facilitating an on-going medical education and patient
referral network involving American healthcare “centers of excellence” and
Russian physicians and medical institutions
- Developed
a network of prominent Eastern European physicians for the referral of
private self-pay patients seeking treatment at Rush Presbyterian.
- Organized
all foreign patient internal and external affairs.
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