At Wells Fargo, I manage financial relationships and accounts exceeding $1M, analyzing client needs and financial information to identify appropriate solutions. I consistently rank among the top 20% of bankers and monitor performance trends to spot opportunities for service and operational improvements.
As a freelance Start-up Advisor, I partner with startup businesses to assess customer needs, growth opportunities, and operational priorities. I conduct market and competitive research and turn findings into business insights that support strategic planning and decision-making.
