Brian Parze
Summary
Dynamic financial professional with a proven track record at Wells Fargo, excelling in relationship management and client retention. Advanced in financial modeling and data analysis, I consistently achieved perfect service scores while delivering tailored banking solutions. Adept at navigating diverse environments, I foster long-term client relationships through strategic communication and personalized service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Roving Associate Personal Banker
Wells Fargo
01.2024 - Current
- Delivered financial guidance and personalized banking solutions to a variety of clients, including high-net-worth individuals.
- Cultivated long-term relationships by actively listening to client goals and recommending appropriate banking, investment, and credit products.
- Handled sensitive client information with discretion and integrity, frequently receiving perfect service scores (10/10) in satisfaction surveys.
- Navigated diverse client environments and branch teams as a roving banker, demonstrating adaptability, strong communication, and relationship-building skills.
- Supported clients with retirement account inquiries, credit management strategies, and tools for long-term financial wellness.
Community Management Intern
Walgreens
06.2023 - 01.2024
- Developed an operations improvement project presented to the district manager, demonstrating leadership and analytical skills.
- Partnered with store leaders to learn inventory control, merchandising strategy, and customer engagement.
- Assisted in training team members on sales floor productivity and enhanced customer experience best practices.
- Learned inventory analysis, product rotation, and visual merchandising while supporting store operations.
Education
Bachelor of Arts - Economics, Political Science
California State University, Fullerton
FullertonSkills
- Relationship Management
- Client Retention
- Microsoft Excel
- Financial Modeling
- Pivot Tables
- Data Visualization
- R Studio
- Data Analysis
- Risk Management
Certification
- Securities Industries Essentials (SIE), Passed, 04/25
- Preparing for Series 6 and 7, In Progress
Timeline
Roving Associate Personal Banker
Wells Fargo
01.2024 - Current
Community Management Intern
Walgreens
06.2023 - 01.2024
Bachelor of Arts - Economics, Political Science
California State University, Fullerton
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