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Financial Services Finesse

OVERVIEW:

I have worked with the following financial institutions on acquisitions/conversions, new product launches, product sales, account activations, retention campaigns, and/or strategic planning. Products include IRAs, payroll processing services, home equity loans and lines of credit, I-shares, bank cards, small business products, and personal banker accounts.

CLIENT LIST INCLUDES:

  • Bank of America
  • Barclays Global Investments
  • Charles Schwab
  • Citibank
  • Fleet/BankBoston Financial
  • Wells Fargo Bank
  • ANZ Bank (Australia)

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