Wilson Evans
3459, Bloomsdale derive, Minneapolis Tell, 433677-787 [email protected]
Objectives
I am performance-driven and insightful banker investor and I have the ability that exceeds the business development as well as revenue generation objectives in high-pressure environs. I am skilled with client consultation to analyze the clients’ financial issues and establish strategic solutions in order to improve financial goals of planning.
Summary
I do have knowledge and experience in many instruments of investment in different complicated scenarios. I have good qualities of leadership and skills in team building with the ability of directing teams in customer management and provisions of investment services.
Experience
Investment officer, national bank, Minnesota
Duties included the management of relationships, organization team, ensuring the levels of revenue production and profitability. This leads to investment as well as product sales, customer relationship delivery management techniques Client collaboration in order to assess the clients’ financial situation Overseeing the securities transactions, margin accounts, funds and option trades and developing the strategic financial solutions. Education
Bachelors degree in banking and finance