ANDREW R GROSSO
Summary
A dynamic and top-performing leader at Wells Fargo Bank, I excelled in relationship management and strategic planning, currently leading the New York-Metro market (over 200 branches) in our main metric: referred investment assets for 7 years running (2017-2023) . My expertise in consultative selling and effective communication fostered over $800M in assets, growing our book by 16% annually. I mentored new bankers, emphasizing risk management and upselling techniques.
Overview
14
14
years of professional experience
Work History
VP, Premier Banker
Wells Fargo Bank, NA
06.2012 - Current
- Lead the entire New York metro market (over 200 branches) in referred investment assets from 2017-2023 capturing over $220M in that time frame
- Increased our branch’s book of business over 16% annually bringing over $475M in deposits
- Managed over 500 UHNW, HNW, and affluent households
- Sourced over 200 referrals to our Private Mortgage Bankers booking over $275M in lending/financing credit
- Built substantial internal network with our Private Mortgage Banking group being entrusted with over 1000 referrals from their division throughout my tenure
- Covered over 15 branches in the Upper West Side managing and meeting the needs of the region’s affluent client base
- Developed steadfast center of influence (COI) relationships with many estate planning, matrimonial law, and corporate attorneys as well as leading accounting firms
- Considerably exceeded performance metrics (deposits, credit, investments) every year
- Implemented cutting-edge and dynamic marketing campaigns placing over 50 cold calls every day to capture new business unlike any other peers in my region
- Lead our new hire program providing guidance and mentorship to several new and upcoming premier bankers throughout their on-boarding process
- Conducted affluent segment meetings at the request of several branch managers to educate and prepare staff for interacting with HNW clients based on my consistent outstanding performance for our greater NY district
Account Executive
Dawson James Securities
06.2010 - 10.2011
- Acquired clients and established multiple retail accounts for top firm producers.
- Coordinated and oversaw the firm's internship program.
- Instructed and directed introductory brokers in qualifying contacts through the firm's unregistered cold-calling program.
- Provided analysis on various securities such as equities, bonds, and options for client portfolios.
- Built relationships through effective communication within our prospecting campaigns
- Actively communicated with management team, portfolio managers, and wholesalers while regularly attending market and investment seminars and sales meetings.
Education
Master of Arts - Mathematics Education
Monmouth University
2010
Bachelor of Arts - Communication
Monmouth University
2008
Skills
- Strategic Relationships
- Relationship Management
- Prospecting and Cold Calling
- Strong Communicator
- Risk Management
- Skilled Multi-tasker
- Proven sales track record
- Upselling and Consultative Selling
Additional Information
- Extremely proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Series 7 General Securities NYSE/FINRA Registered Representative, August 2010 (Active)
- Series 66 Uniform Combined State Law Examination, August 2012 (Active)
- Life & Health Insurance Producer (NJ/NY)
Affiliations
- Sigma Pi Fraternity, alumni director & donor
- TRUE Mentors, Hoboken - volunteer
Timeline
VP, Premier Banker
Wells Fargo Bank, NA
06.2012 - Current
Account Executive
Dawson James Securities
06.2010 - 10.2011
Master of Arts - Mathematics Education
Monmouth University
Bachelor of Arts - Communication
Monmouth University