Lilly Zoltak's Email Addresses & Phone Numbers

📖 Summary

Customers Relation Analyst @ Center for Economic Development From June 2002 to August 2003 (1 year 3 months) CSU, Chico, CAFinancial Advisor @ Citi - Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.- Conduct sophisticated economic and financial market analyses.- Analyze economic trends/activities and advise the effects on the investors' portfolios- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios. From November 2018 to March 2020 (1 year 5 months) San Francisco, CaliforniaRegional Private Banker 2 @ Wells Fargo • Achieving and exceeding high standard of performance record for 260% in 2ndQ’14(Credit winner) and top RBPB for Investment referral asset in 2nd Q’15.• Building investment refers asset to exceed the goals of $3.8M in 2nd Q’15• Coaching the bankers and tellers to refer the Affluent customers • Helping affluent customers for their Deposit, Lending, and Investment needs• Partnering with Financial Advisors, Business commercial loan officer, Home mortgage consultants, and Wealth Management team • Networking with COI and community for business referrals • Managing the book of business and deepening relationship of Affluent customers to fulfill their financial goals From August 2013 to November 2018 (5 years 4 months) San Francisco, CaliforniaPremier Banker @ Wells Fargo • Achieved and maintained high standard of performance record (150% of goals and top 10% PB2 ranking) • Built investment referral pipeline to exceed the goals $1.2M of 2nd Q’12(Q2 Catalyst National top 10 Licensed Bankers (Rank 6 out of 239) • Helped customers to achieve their credit (Home equity, business and personal loan /line). Exceed booking credit 250 % of Loan volume of 1st &2nd Q’13• Identified and Managed new and existing High Value clients to deepen household relationship to help them achieve financial goals by referring to business partners (Private Banker, Financial Advisor, and Mortgage Consultant From October 2009 to August 2013 (3 years 11 months) san francisco, caPersonal Banker @ Citibank • Achieved and maintained strong production and top 10 performers in SF Metro area• Built a solid center of influence in the Marina BTA in order to generate the business and consumer clients through referrals and outbound sales • Established and Managed high-net-worth with average $2-$3M deposit monthly• Increased accounts base by 35% deposit growth and established new relationship through networking, sponsorship and actively participated in various events From January 2006 to October 2009 (3 years 10 months) San Franciso, CARealtor @ ERA Golden Gate Properties Consulted client to fulfill individual needs in real estate and financing.• Generated sales leads through direct marketing• Maintained a positive attitude when interacting with all clients or customers• Performed and followed up concentration with client to maximize potential clients From September 2004 to January 2006 (1 year 5 months) San Francisco, CAWealth Relationship Manager_AVP @ Citi