Kerriann Quinn
LaGrangeville,NY
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Relationship Manager
Wells Fargo
White Plains, NY
09.2025 - Current
- Implemented personalized service strategies and proactive communication to strengthen client relationships and drive over $1 billion in new loan originations.
- Assisted in the development of financial solutions tailored to meet client needs and objectives.
- Managed 60+ client portfolios, ensuring accurate documentation and compliance with bank policies.
- Coordinated with internal and external teams to streamline processes and enhance service delivery for over 50 clients.
Financial Associate
Wells Fargo
White Plains, NY
08.2024 - 09.2025
- Played a key role in managing a portfolio of over 60 middle market clients with aggregate credit exposure of $500+ million, ensuring timely renewals, covenant compliance and addressing client inquiries.
- Prepared and presented detailed deal opportunities to credit approvers/senior management, with focus on financial analysis, risk factors, and proposed structures to secure lending approval.
- Work directly with Relationship Managers and clients to deliver client-focused solutions for middle-market Real Estate companies.
Financial Analyst
Wells Fargo
White Plains, NY
07.2023 - 08.2024
- Underwrote and supported over 50 companies in the greater NY Metro area, providing tailored lending solutions.
- Assessed loan applications, analyzed financial documents, and mitigated corporate lending risk.
- Evaluated creditworthiness and maintained high levels of customer satisfaction while executing sound lending decisions.
- Underwent the Wells Fargo Early Talent's formal 6-month internal credit training program in Charlotte, NC.
Financial Analyst Intern
Wells Fargo
White Plains, NY
06.2022 - 08.2022
- Performed risk assessments on potential loan recipients based on credit rating, borrowing history, and other specific risk factors.
- Partnered with senior analysts on five (5) deals to analyze a company's financial, operational, and management strengths and weaknesses to identify potential risks.
- Maintained client relationships and supported companies with revenues between $10 million to $2 billion.
Business Analytics Intern
Swisher International Inc.
Jacksonville, FL
06.2021 - 08.2021
- Collaborated with 30+ senior analysts to analyze business performance.
- Developed data driven visuals; transferred into a presentation slide deck for senior management review.
- Developed strong Tableau and Excel skills to support strategic decision making.
Education
Bachelor of Science - Finance and Marketing, Secondary Concentration in Strategy Consulting
Fordham University, Gabelli School of Business
Bronx, NY05-2023
Head of Project Implementation/Team Member - undefined
Fordham University Consulting Cup Challenge
Bronx, NY12-2020
Certification
Bloomberg Market Concepts Certification, Tableau Software, Wells Fargo Financial Analyst Training Program (Charlotte, NC)
Timeline
Associate Relationship Manager
Wells Fargo
09.2025 - Current
Financial Associate
Wells Fargo
08.2024 - 09.2025
Financial Analyst
Wells Fargo
07.2023 - 08.2024
Financial Analyst Intern
Wells Fargo
06.2022 - 08.2022
Business Analytics Intern
Swisher International Inc.
06.2021 - 08.2021
Head of Project Implementation/Team Member - undefined
Fordham University Consulting Cup Challenge
Bachelor of Science - Finance and Marketing, Secondary Concentration in Strategy Consulting
Fordham University, Gabelli School of Business
LEADERSHIP
Northeast Division AI Project Team, Wells Fargo 2025-Present | White Plains, NY
- Appointed to spearhead AI-driven transformation in the Northeast Division, enhancing underwriting accuracy and modernizing sales tools to accelerate growth and efficiency.
Calculus Tutor and Mentor, Fordham University; 11/2021 – 2023 | Bronx, NY
- Tutored 10+ students in their calculus capabilities with hands on, personalized learning sessions 3 hours a week
Smart Women's Securities Senior Research Analyst, Fordham University; 2022 – 2023 | Bronx, NY
- Accepted to be a member of the SWS Research Team as a senior analyst.
- Mentored underclass with their orientation stock pitches.