Michael Yamka
@michaelyamka
I grow client relationships, retention, and operations across finance and Web3.
What I'm looking for
I've managed relationships for approximately 500 affluent and high-net-worth clients at Wells Fargo, exceeding quarterly targets of approximately $3M in new assets under management and $1M in credit volume.
I build trust through proactive outreach, reviews, education, and personalized follow-up. I also resolve sensitive fraud and complex financial issues while coordinating advisors, lenders, and internal specialists through Salesforce.
At Creative Financial Group, I managed the full remote client lifecycle, from daily outreach and discovery through acquisition, financial reviews, follow-up, and ongoing relationship management. I helped acquire 27 clients and contributed to approximately $12M in team assets under management.
As Head of Growth and Co-Founder at Nafter & Blockchain Ventures, I led launch and growth efforts for remote Web3 ventures across the U.S., Middle East, Europe, and Asia. I translated user feedback and product friction into developer priorities while helping grow communities reaching hundreds of thousands of participants.
Experience
Work history, roles, and key accomplishments
Managed relationships for approximately 500 affluent and high-net-worth clients, exceeding quarterly targets of $3M in new assets and $1M in credit volume. Resolved sensitive issues involving fraud and complex financial needs while coordinating with internal specialists.
Education
Degrees, certifications, and relevant coursework
Michael hasn't added their education
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