Beruflich Dokumente
Kultur Dokumente
Torrini
dt8cf7dc@westpost.net
701 Grovewood Drive
Cordova, TN, 38018
386-451-0272
KEY SKILLS
Relationship Management
Business Development
Legal Document Review / Analysis
Portfolio Administration / Analysis
Financial Planning / Analysis
Project / Team / Cash Management
Financial Modeling
Cash Flow Analysis
Strategic Planning
Spreadsheets & Financial Reports
RELEVANT EXPERIENCE
October 2006 May 2010 Wells Fargo Bank Columbia, MD
Relationship Manager AVP
Managed internal and external customers by providing a complex variety of suppo
rt services in account management, operations, documentation, customer service a
nd technical support.
Managed the following external institutional clients in the Specialized Asset S
ervices Group: Tennenbaum Capital Partners, Delaware Investment Advisors, Braddo
ck Financial Corp, Deutsche Investment Management Americas Inc and Gramercy Capi
tal Corp.
Client assets under management exceeded $9 billion.
Prepared monthly/quarterly financial and profitability reports and loan reports
.
Consulted with senior management on high level financial planning; identified c
ustomers needs and evaluated profitability of risk.
Prepared and developed marketing proposals; assisted with special projects rela
ting to new product development which increased net revenues by 5%.
Participated in multiple sales presentations to help win new and follow-up busi
ness.
Organized research projects to reevaluate fee structures increasing net revenue
s by over 15%.
Identified and effectively resolved shortcomings in operational processes incre
asing net revenues by 20%.
Scheduled semi-annual visits to existing client base; engaged in conversation r
egarding the level and quality of service provided.
Utilized superior relationship skills and expertise to facilitate sales present
ations and build business.