CARLA M. ALMEIDA
Financial Professional - Bitcoin / Crypto Enthusiast
MA
Summary
Forward-thinking with proven record of accomplishment in financial services during 20+ -year career. Driven and ambitious leader, dedicated to continuous business improvement focused on enhancing revenue and streamlining business operations. Diligent in driving profit maximization through multifaced business approaches.
Overview
19
19
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Vice President - Wealth Client Consultant
Citizens Securities
07.2021 - Current
- Developed and promoted successful company sales and account management personnel into leadership positions to drive company growth.
- Applied consultative selling techniques to prospect senior management to close business.
- Collected data and performed customer needs analysis.
- Worked with existing customers to increase purchases of products and services.
- Developed new business by networking with prospects and valuable customers
- Consistently exceeded quotas through penetration of new accounts.
- Recognized as top producer, year after year, for lending, deposit, and investment revenue.
- Interviewed, supervised and motivated 10 staff members to achieve optimal productivity
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
- Identified and solved issues with production, workforce and material sourcing to drive business objectives
Vice President - Premier Advisor
Citizens Bank
08.2019 - 06.2020
- Continually boosted branch production and revenue by 150% by consistently meeting all monthly and quarterly sales goals.
- Presented strategic investment and funding solutions for our High Net Worth clients with business development objectives.
- Contacted prospective customers to present service options and explain details.
- Fostered positive business relationships to promote continued interest in products and services.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Presented financial plans to clients based on analysis of financial status and goals.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Vice President - Premier Relationship Manager
Citizens Bank
09.2009 - 05.2019
- Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and lending.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Recruited, trained and mentored junior colleagues to generate ideas, share knowledge and commit to building successful company.
- Boosted sales by 150% and exceeded sales target by employing consultative sales tactics and superior customer experience.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols
Premier Client Manager / Assistant Vice President
Bank of America
01.2005 - 01.2009
- Covered three total branches and acquired and managed portfolio of 350+ high net worth households.
- Performed direct outreach and devised strategy to prospect affluent client households.
- Cultivated, developed, and maintained all new client relationships while deepening relationships with existing clients.
- Consistently recognized for top achievement, high production, and exceeding goals.
Producing Assistant Sales Manager
John Hancock
01.2001 - 01.2005
- Developed, implemented, and executed goal-focused sales strategies to acquire accounts across agency territory.
- Set and established production goals and performed direct outreach to offer retirement plans and related services.
- Established key relationships, internally and externally, to build strong, repeat referral network.
- Hired, trained, and developed new agents, and provided ongoing mentorship.
- Delivered exceptional level of service to each customer by listening to concerns and answering questions
Education
Bachelor of Science - Marketing
University of Massachusetts Dartmouth
09.1992 - 12.1996
FINRA Series 6
FINRA Series 63
NIPR - Life , Accident And Health License
Skills
Business Development
undefinedAdditional Information
- HONORS AND ACCOMPLISHMENTS
- Citizens Leader’s Club: 2017, 2018, 2019,2020, 2021
- Citizens President’s Club Award: 2009, 2012, and 2014
- Citizens Chairman’s Club Award: 2011, 2015
- Bank of America Top Sales Performer for New England Market: 2006, 2008
Certification
Crypto Currency and Blockchain- Digital Currencies
Timeline
Vice President - Wealth Client Consultant
Citizens Securities
07.2021 - Current
Vice President - Premier Advisor
Citizens Bank
08.2019 - 06.2020
Vice President - Premier Relationship Manager
Citizens Bank
09.2009 - 05.2019
Premier Client Manager / Assistant Vice President
Bank of America
01.2005 - 01.2009
Producing Assistant Sales Manager
John Hancock
01.2001 - 01.2005
Bachelor of Science - Marketing
University of Massachusetts Dartmouth
09.1992 - 12.1996
FINRA Series 6
FINRA Series 63
NIPR - Life , Accident And Health License