Alex Callagher
Castro Valley,CA
Summary
Financial services professional with over 10 years of experience in client management, business development, administration and sales. Proven expertise in customer service and building long term relationships. Strong desire for increased responsibility and professional growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Private Wealth Analyst
City National Bank
San Francisco , CA
01.2023 - Current
- Support Private Banking team in delivering and presenting investment analysis and financial planning materials for ultra-high-net worth individuals and businesses
- Partner with Private Banking team in business development activities
- Open investment accounts for new and existing clients
- Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements
- Create sophisticated portfolio and market analysis using a variety of investment and financial markets database tools
Client Service Associate/ Executive Assistant
First Republic Bank
San Francisco, CA
11.2020 - Current
- Support a 10-person person advisory team that manages a $4B book of business for Ultra-high-net-worth individuals and corporate executives. The team has been nationally recognized by Barron's Magazine, CNBC and Time Magazine
- Coordinated with outside vendors to set-up team building and client appreciation events
- Schedule and coordinate virtual in-person meetings, events, travel and appointments for executives
- Organize and manage sensitive data input in excel spreadsheets, retrieving and delivering information to team and clients
- Create a more efficient workspace by anticipating department needs
- Support the training and development of new employees
- Process a range of personal and commercial transactions
- Own client onboarding and ongoing lifecycle related activities
- Responsible for client retention by providing impeccable customer service
- Submit expense reports to concur for team and executives expenses
- Process account opening for personal and commercial relationships
Financial Representative/ Administrative Assistant
Fidelity Investments
Palo Alto , CA
12.2019 - Current
- Reviewed customer applications and pursued missing information to complete submissions
- Processed and documented customer and institutional payments
- Worked with customers to determine needs, evaluate financial means and check eligibility for products or services
- Coordinated with outside vendors to set-up client and team events
- Scheduled client appointments
- Worked directly with financial advisors to penetrate book of business through outbound calling
- Assisted with client check deposits, wire transfers, and account opening process
Preferred Banker
First Republic Bank
Sunnyvale , CA
03.2016 - 12.2019
- Cultivate and manage new and existing client relationships of high net-worth
- Meet and exceed quarterly targets
- Coordinated with outside vendors to set-up client events throughout the year
- Managed a portfolio of approximately $40 mm
- Consult with existing and potential clients while identifying financial priorities and developing comprehensive and strategic financial plans in order to reach their financial goals
- Business development-actively sought and uncovered new relationships by attending offsite events, outbound calling, and in person visits to local businesses
- Created consistent referral business by building strong relationships with existing clients
- Process a range of personal and commercial transactions
- Execute wire transfers
- Process account opening for personal and commercial relationships
- Assisted with client inquiries
- Helped onboard and train new hires
- Helped to prepare branch for internal audit with a 100% passing score
Financial Solutions Representative
First Tech Federal Credit Union
Cupertino, CA
03.2015 - 03.2016
- Process various range of retail and commercial transactions
- Identify and refer sales opportunities
- Comply with all operational, security, and control policies and procedures
- Assist with daily operation and balancing of ATMs
- Adhere to all reconciliation and balancing procedures
- Manage Customer inquiries and complaints
- Conducted individual financial analysis to determine appropriate loan and credit options
- Maintained strict confidentiality for all client information
- Updated high-value profiles and portfolios for important clients
- Submit loan or line applications, mortgage and investment referrals, open new demand deposit accounts, wire transfers, and service client needs
Teller
Wells Fargo
Sunnyvale , CA
02.2014 - 03.2015
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
- Identified and referred sales opportunities
- Manage customer inquiries
- Adhere to all reconciliation and balance procedures
- Assist with daily operations and balancing of ATM's
Education
Foothill College
Los Altos, CA Skills
- Client Relationship Management
- Excellent communication skills
- Strong sense of banking ethics
- Exceptional customer service
- Sales expertise
- Proficient in Microsoft Office, Concur, Salesforce, Zoom, eMoney, Addepar and Wealthscape
- Training & development
- Meticulous attention to detail
- Operations
- Team Collaboration
- Strategic Planning and Analysis
Certification
California Notary Public
SIE-Securites Industry Essentials Examination
February 2020
Timeline
Private Wealth Analyst
City National Bank
01.2023 - Current
Client Service Associate/ Executive Assistant
First Republic Bank
11.2020 - Current
Financial Representative/ Administrative Assistant
Fidelity Investments
12.2019 - Current
Preferred Banker
First Republic Bank
03.2016 - 12.2019
Financial Solutions Representative
First Tech Federal Credit Union
03.2015 - 03.2016
Teller
Wells Fargo
02.2014 - 03.2015
Foothill College