Associate Vice President, Investments
tags:
team leadership & development
• team leadership
How would you describe your time at wachovia securities?
???Lead a team of 5 Private Advisory Bankers, 2 Financial Specialists and Senior Registered Account Administrator
???Responsible for transitioning Clients into the Wachovia system of Separate Account Managers and various wealth solutions
???Recognized by President of Private Client Group: Significant Increase of Envision plans
???Analyzed Financial Statements to help bankers with lending solutions
???Portfolio Management for select clients, income replacement and bond swaps
???Increased awareness of the Wachovia brand moving into Texas
???Non Profit work with the Dallas Urban League
???Won Turning Point award for amount of financial plans, loans closed and assets gathered... 
