Donna Whiteside
View Park-Windsor Hills,California
Summary
Dedicated Lead Wealth Management Banker with over 25+ years experience working to help high net worth and ultra-high net worth individuals and their families identify and achieve their financial goals supported by an expertise in customer relationship management and banking solutions. Proven ability to build trust and resolve issues effectively, ensuring client satisfaction and retention.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Lead Wealth Management Banker
Wells Fargo Wealth & Investment Management
Los Angeles, California
11.2021 - 12.2025
- Partnered with financial advisors to provide advice, as well as banking solutions for their clients, such as loans and cash management.
- Built strong relationships with clients and partners through effective communication and trust-building efforts.
- Managed client accounts, and provided tailored financial advice.
- Developed credit competency in areas such as commercial and residential mortgage lending, credit cards, securities-based lending, and other high-net-worth lending vehicles.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Maintained compliance with regulatory requirements and internal policies.
Education
MBA -
Pepperdine University
Malibu, CA08-2020
Skills
- Customer relationship management
- Banking solutions expertise
- Risk assessment
- Effective communication
- Team collaboration
- Customer service
- Problem resolution
- Trust building
Certification
FINRA Licenses: Series 7, Series 63, Series 65
Timeline
Lead Wealth Management Banker
Wells Fargo Wealth & Investment Management
11.2021 - 12.2025
MBA -
Pepperdine University