Office Manager
Accomplished professional banker with more than 20 years of building strategic client relationships, during which he managed several Bank and Credit Union branches. As Sr. International Private Banking, maximized the profitability of a portfolio consisting of 230 high net worth clients with 40 Million in deposits and 10 Million in loan balances. Also, spearheaded the company’s new BSA policies and procedures across our wealth management accounts within a 3 month deadline, and avoided possible FDIC Regulators orders of consent and/or fines, while passing several internal audits. Bilingual in English and Spanish, with a Bachelor of Science Degree in Business Administration (Finance), San Diego State University.