Jaden Jeong

• Supporting full-lifecycle financial and end-to-end business of department work programs (e.g., budgeting and forecasting, resource management, execution, and financial reviews)
• Leading recurring financial business reviews with department VP and Directors to drive accountability for Innovation Center P&Ls and provide insights into Division health to Finance leadership
• Analyzing and diagnosing business drivers and variances to budget using various financial systems with focus on lessons learned and recommendations for Leadership actions
• Developing financial projections using various methods and tools (Excel, Tableau, etc)
• Communicating financial results effectively with useful visual narratives and concise actions
• Supporting annual budget and quarterly forecast process by managing demand signals and Indirect spending
• Supporting Leadership on financial performance management, financial planning, and ad-hoc projects
• Preparing and deliver necessary supporting analytics to assist Leadership in decision-making
• Partnering across the Finance organization to understand business drivers
• Ensuring strong operating financial controls and adherence to MITRE Finance policies
• Supporting Business Transformation and Process Re-engineering efforts

• Proactively acquired new affluent consumer and small business customers, and deepened existing relationships, through outreach and pre-planned appointments
• Reviewed and analyzed moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols
• Escalated banking related issues or business risks that require an in-depth evaluation
• Advised customers on various aspects of recommended and available financial options and services
• Maintained deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
• Identified client needs and goals for business, mortgage, retirement, and investment services, then partnered closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
• Understood and managed risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
• Collected information directly from customers regarding income, assets, investments, and credit; analyzed information to develop customized plans identifying Wells Fargo's banking options and services that best met customers' financial needs and goals
• Built relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, to help customers succeed financially
• Exercised independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
• Was an active member of the branch team, by providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs

• Designed and produced strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative
• Synthesized client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools
• Independently improved and streamlined the service model and operational procedures for the team
• Identified practice management opportunities through various Firm channels
• Independently assisted clients with market and stock research
• Independently developed, implemented, and communicated new procedures, products, and portfolio enhancements to high-net-worth clients
• Helped create book of prospects and updated their statuses as needed
• Communicated with internal and external business partners to resolve complex data reporting of clients' financial statements
• Prepared performance measurement for clients, which involved computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors
• Developed presentation materials and proposals to assist Advisors in obtaining clients' business
• Participated in client/portfolio strategy meetings
• Provided individualized recommendations to the Advisor regarding client situations by analyzing Advisor's book of business and identifying new business opportunities
• Worked with clients on the execution of orders in Brokerage and Advisory accounts

• Performed all daily banking and cash reporting for Multifamily, including ACH management, wire transfers and ensured that all negative positions are resolved within divisional and corporate policies time frames
• Performed bank reconciliations for Multifamily controlled bank accounts
• Work with accounts payable, to ensure appropriate accounting for all Multifamily expense payment transactions
• Performed tracking of cash movement activities through in-house proprietary systems and external cash management banking applications and maintained associated records of the transactions
• Reconciled internal records to monthly GL entries and/or bank statements
• Maintained documentation of proper safekeeping and custody of Division's assets and external business partners as required by Corporate and Divisional Policies
• Adhered to all Corporate and Divisional requirements associated with payment processing (for receivables or payables) and counter-party setups
• Assisted with maintaining the Multifamily Cash Management team policy and procedure documentations by performing reviews and updates on a scheduled basis or ad hoc as required
• Participated in department audits
• Serve as business process subject matter expert (SME) on department processes and procedures
• Provided monthly management metrics reporting based on team transactions and activities; as needed
• Served as a department SME and User Acceptance Tester (UAT)
• Assisted with Cash Flow Forecasting

● Accurately and efficiently performed comprehensive account and service functions.

● Responded to client requests for Folio’s investment products and services and taught clients concerning different types of options trading, rules, and regulations regarding trading.

● Assisted operations teams by providing information to clients and advisers regarding transfer processes, including ACATs and non-ACATs.

● Placed trades for securities and mutual funds for clients in the capital markets.

● Provided information to clients concerning cash management transactions, IRA contribution deposits, track outgoing and incoming checks, and explained funds transfer processes (ACH and WIRE).

● Sought to solve client problems in an expedient manner using Salesforce.

● Proactively followed compliance/risk procedures and maintained focus on the best interests of the client.

● Identified and analyzed suspicious account transactions and, when necessary, escalated cases to Risk Control and Compliance departments to file SAR (Suspicious Activity Report) documents. Also tasked to identify and analyze the suspicious movement of client cash and securities and escalated cases to Risk Control and Compliance departments to file CTR (Currency Transaction Report) documents.

● Reported fraudulent accounts to company Risk Control and Compliance departments for possible further investigation.

● Contributed my communication skills to provide voiceover projects, including training videos and company-wide voicemails.