Summary
Overview
Work History
Education
Skills
Timeline
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Calvin Fujimoto

Poway,CA

Summary

Proven leader in client relationship management and business intelligence, I enhanced team efficiency and client satisfaction at Schwab Institutional through innovative process improvements and mentorship. Skilled in Advanced excel and machine learning programming in excel and adept at fostering client trust, my strategies spurred revenue growth and market presence, demonstrating adaptability and a commitment to excellence.

Overview

6
6
years of professional experience

Work History

Senior Relationship Manager

Schwab Institutional
12.2021 - Current
  • Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
  • Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
  • Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.
  • Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
  • Worked with clients to address and respond to client and partnership management issues.

Relationship Manager New Accounts

LPL Financial
02.2018 - 12.2021
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

Education

MBA - Business Analytics

University of North Carolina At Pembroke
Pembroke, NC
05.2023

Bachelor of Science - Finance

California State University - Chico
Chico, CA
12.2017

Skills

  • Machine Learning
  • Advanced Excel
  • Business Intelligence
  • Data Warehousing
  • Report Generation
  • Predictive modeling
  • Big Data Analytics
  • Cluster Analysis
  • SQL Programming
  • Python Programming
  • Tableau Software
  • R Programming

Timeline

Senior Relationship Manager

Schwab Institutional
12.2021 - Current

Relationship Manager New Accounts

LPL Financial
02.2018 - 12.2021

MBA - Business Analytics

University of North Carolina At Pembroke

Bachelor of Science - Finance

California State University - Chico

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Calvin Fujimoto