Relationship Representative at Wells Fargo Financial Leasing
Des Moines, Iowa Area
Relationship Representative at Wells Fargo Financial Leasing
Des Moines, Iowa Area
(Public Company; WFC; Financial Services industry)
December 2006 — Present (2 years 8 months)
• Accountable for commercial $300mm vendor relationship with annual lease volume of $25mm
• Generates additional revenue through optimizing business opportunities with existing clients/sales force and ensuring client/sales satisfaction
• Develops relationships with key buying influences, comprehensively understanding their business models
• Performs needs analysis with vendor relationship to position new and on-going business development
• Analyzes and forecasts profitability models with financing product to ensure profitability and/or disposition of portfolio
• Interprets financial statements, applying business accounting and finance principles
• Participates in project management function ranging in scale between long/short-term and small/medium-sized projects, tyupically under $1mm
• Partnered to create a common sales methodology for sales department
Masters of Business Administration (MBA) , Executive Management , 2007 — 2009
Business Administration , Business , 2000 — 2002
Seasoned Triathlete
Young Professionals Connection, Greater Des Moines Partnership, 2009 Central Iowa Regional Workforce Development Board, United Way of Central Iowa Online Giving and Social Media Team.