Summary
Overview
Work History
Education
Skills
Certification
Timeline
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GREGORY HAAS

Phoenix,AZ

Summary

Team player who is dedicated to bridging the gap between banking, investments and credit while building long lasting relationships with clients.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Financial Advisor/Trader/Tax Consultant

Self
09.2023 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Assisted clients with budgeting and cash flow management.

Virtual Premier Banker

Wells Fargo
11.2022 - 09.2023
  • Cultivating relationships with affluent clients to solve their deposit, investment, credit, and insurance needs
  • Expanded Premier Banking program to affluent and mass affluent client segments
  • Exceeded outgoing and inbound contact metrics
  • Engaged business partners and clients to continually improve our sales and support experience

Licensed Relationship Manager

KeyBank
01.2020 - 10.2022
  • Assisting both consumer and small business clients in solving their complex deposit, credit, investment and insurance needs
  • Help clients become homeowners through mortgage and home equity products
  • Bridging the gap between consumer and business banking and investment services
  • Exceeded sales targets while providing outstanding customer service

Junior Property Manager

Real Property Associates
01.2019 - 01.2020
  • Full service residential property management in the greater Seattle area
  • Responsible for fully cycle conversion from lead to lease negotiation
  • Worked with both tenants and owners to resolve issues and preserve positive relations

Senior Accountant

DomainTools
10.2013 - 10.2017
  • Full Service Accounting including month and year end close, expense reporting and special projects for a Cybersecurity firm
  • Increased Accounts Receivable turnover by introducing new payment methods
  • Increased spend visibility by transitioning T&E reporting to electronic platform Expensify
  • Implementation of Netsuite accounting software from Quickbooks
  • Renegotiated payment processing contracts to increase cash flow, decrease fees and provide greater visibility
  • Successful completion of first time three year audit of financial statements

Experienced Associate

PricewaterhouseCoopers
12.2010 - 10.2013
  • Auditing the financial statements of private and publicly traded companies including Nintendo of America, Silvercreek Investments, Russell Investments and Freestone Funds
  • Audited the non-public financial statements of UIEvolution, Allstar, Aquastar Fisheries, and ExtraHop Networks
  • Responsible for financial statement line items from the Balance Sheet, Income Statement and Statement of CashFlows

Education

Master's - Accounting

Washington State University
12.2011

Bachelor's - Business

Washington State University
12.2010

Skills

  • Financial analysis
  • Excel/Numbers/Sheets
  • Customer Service
  • Financial Planning
  • Investment Management
  • Communications
  • Relationship Management
  • Cross-functional
  • Tax planning strategies
  • Quality Assurance (QA)
  • Client Satisfaction
  • Financial Markets
  • Responsiveness

Certification

  • Series 6
  • Series 7
  • Series 63
  • Series 66

Timeline

Financial Advisor/Trader/Tax Consultant

Self
09.2023 - Current

Virtual Premier Banker

Wells Fargo
11.2022 - 09.2023

Licensed Relationship Manager

KeyBank
01.2020 - 10.2022

Junior Property Manager

Real Property Associates
01.2019 - 01.2020

Senior Accountant

DomainTools
10.2013 - 10.2017

Experienced Associate

PricewaterhouseCoopers
12.2010 - 10.2013

Bachelor's - Business

Washington State University

Master's - Accounting

Washington State University

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