John Katalik IV
Birmingham,AL
Summary
Top Notch Professional with proven track record of success leading and growing a book of business. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Founder and Investment Manager
Iron City Rentals
03.2020 - Current
- Founded and manage a privately held real estate investment platform focused on residential rental assets, overseeing the full investment lifecycle from acquisition through disposition.
- Lead underwriting, due diligence, and financing analysis, including debt structuring, lender negotiations, and scenario modeling under varying interest rate and occupancy assumptions.
- Monitor portfolio-level performance by analyzing balance sheets, income statements, and cash flow statements to optimize operating efficiency and maximize investor returns.
- Execute capital allocation decisions across real estate and public equities, managing a diversified stock portfolio to balance liquidity, risk exposure, and short- and long-term return objectives.
- Develop and maintain liquidity planning models to ensure capital availability for opportunistic acquisitions and market dislocations.
- Implement asset management strategies to improve cash flow and asset value, including rent optimization, expense controls, and capital improvement planning.
- Conduct market research and competitive analysis to identify acquisition targets and assess macroeconomic, demographic, and local market trends impacting asset performance.
- Advise on portfolio strategy, risk management, and exit timing based on market conditions and projected returns, applying principles consistent with institutional investment practices.
Senior Branch Premier Banker
Wells Fargo
05.2022 - 12.2024
- Serve as a trusted financial advisor, developing customized solutions for clients while ensuring regulatory compliance and risk mitigation.
- Manage high-value client portfolios, enhancing financial outcomes through strategic investment and banking solutions.
- Strategically coached and mentored advisors and bankers on Premier and full balance sheet solutions, increasing adoption of wealth, lending, and deposit products.
- Collaborated with advisors, CPAs, and attorneys to develop holistic financial plans for HNW and UHNW clients, encompassing investments, trusts, estates, commercial real estate, business succession, and traditional banking needs.
- Identify inefficiencies in financial processes and recommend process improvements to optimize operational effectiveness.
- Consult with internal teams and stakeholders to streamline workflows and enhance customer experience.
- Consistently exceed performance metrics in customer acquisition, retention, and business growth.
- Collaborated in the consultation and successful implementation of the Premier Program as part of a pilot branch initiative, influencing future rollout strategy.
- Led, managed, and mentored junior bankers in delivering exceptional customer service, deepening product knowledge, and achieving key performance metrics.
- Conducted market and client base analysis to identify affluent segment growth opportunities, developing strategies to expand the wealth network.
- Reviewed and analyzed branch P&L statements to identify operational inefficiencies and revenue opportunities, providing strategic recommendations to leadership.
- Out of thirty-two customer surveys in Wells Fargo's Net Promoter System within the last quarter of 2024, maintained a 100% score and fulfilled all customer service requirements set by the bank and expectations by HNW and UHNW banking customers.
- Consistently exceeded sales and performance targets at Wells Fargo, recognized for outstanding client relationship management.
- Successfully optimized banking processes, resulting in improved customer experience and operational efficiency.
- Rapidly acquired multiple industry certifications, demonstrating strong adaptability and continuous learning.
Relationship Banker & Business Advocate
Wells Fargo
09.2019 - 05.2022
- Provided financial guidance to individual and business clients, analyzing their needs and recommending tailored financial products.
- Played a key role in business development by identifying sales opportunities and generating revenue growth.
- Led initiatives to improve internal banking processes and implement risk-mitigating strategies.
Financial Professional
Southern Financial Associates
02.2019 - 09.2019
- Assisted clients in wealth management, insurance planning, and investment strategies.
- Conducted comprehensive financial analyses to develop long-term financial plans for individual and small business clients.
Financial Services Representative
Strategic Financial Partners
02.2017 - 01.2019
- Provided financial planning solutions, including investment portfolio management and insurance strategies.
- Advised clients on market trends and portfolio diversification to maximize financial growth.
Education
MBA -
Louisiana State University At Shreveport
05.2022
Bachelor of Science - Finance
University of Alabama At Birmingham
Birmingham, AL, US05.2018
Skills
- Wealth Market Growth Strategy
- Financial Planning & Investment Strategies
- Cross-Functional Leadership
- Portfolio & Relationship Management
- Cross-Selling Expertise
- Strategic Planning & Execution
- Change Management & Implementation
- Sub 2 Minute Rubik's Cube Solver
- Team Leadership
- Juggler - Physically and Mentally
Certification
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- Life and Health Insurance License
- Notary
Timeline
Senior Branch Premier Banker
Wells Fargo
05.2022 - 12.2024
Founder and Investment Manager
Iron City Rentals
03.2020 - Current
Relationship Banker & Business Advocate
Wells Fargo
09.2019 - 05.2022
Financial Professional
Southern Financial Associates
02.2019 - 09.2019
Financial Services Representative
Strategic Financial Partners
02.2017 - 01.2019
MBA -
Louisiana State University At Shreveport
Bachelor of Science - Finance
University of Alabama At Birmingham