- M&T Bank (Costa Mesa, CA)
- …or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited ... recommendations for routine internal business activities. + Assist account representative (s) in revenue generating activities by providing appropriate recommendations,… more
- Fiserv (San Francisco, CA)
- …solution based on real-world small business needs. + Present to Fiserv's institutional clients across financial institutions (FI) as part of quarterly reviews on ... mentor, and lead a high-performing regional team, reinforcing a results-driven, customer -centric culture. + Assigning clients, territories and sales targets to sales… more