MAHFUZ HASSAN
Souderton,PA
Summary
A full-time position in business and systems analysis. Results-focused Private Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Private Banker
WELLS FARGO
03.2010 - Current
- Financial Portfolio management
- Advising Client on Financial Health
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Developed tailored solutions to meet individual banking needs.
- Helped clients protect assets through variety of strategies.
- Worked directly with clients investing minimum of $1million.
- collaborating with diverse line of business and senior leaders across the enterprise
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Sales Manager
MATTRESS GIANT, Corp
05.2005 - 10.2008
- Supervise the Employee
- Meeting Sales Goals and Keeping inventory par level
- Managing daily paperwork
- Assisting the District Manager Achieve the sales goals
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Sales Customer Service
MACYS
01.2000 - 12.2005
- Running Register and Helping customer
- Replenish inventory and assisted with the arrangement of new products
Education
Systems Analysis & Design, Database Management Systems, Managing Global Information Systems -
Bachelor of Science - Management Information Systems
TEMPLE UNIVERSITY, Fox School of Business
Skills
- INFORMATION TECHNOLOGY SKILLS:
- Analysis:
- Visio, Rational, Visible Analyst
- Software Development: Visual StudioNET and Java
- Web Development: HTML, ASP, Microsoft FrontPage
- Database Management: Oracle11i, Microsoft Access, SQL plus, SQL, PL/SQL
- Project Management: Microsoft Project
- Financial Plan Development
- Investment Performance Reporting
- Communications Strategies
- Risk Mitigation Strategies
Accomplishments
- INFORMATION SYSTEMS PROJECTS:
- Created a prototype for analysis, design and development of a Radio Frequency Identification System (RFID) for tracking supply chain management.
Additional Information
- Urdu (Pakistan) - Intermediate U.S Permanent Resident U.S Permanent Resident U.S Permanent Resident
Affiliations
- Association of Information Technology Professionals
- Rotary International
Certification
- Certified Licensed, Wells Fargo Advisor - 10Yrs
- series 7,66,63,6 and Life insurance
Languages
Bengali
Native or Bilingual
Hindi
Full Professional
Timeline
Private Banker
WELLS FARGO
03.2010 - Current
Sales Manager
MATTRESS GIANT, Corp
05.2005 - 10.2008
Sales Customer Service
MACYS
01.2000 - 12.2005
Systems Analysis & Design, Database Management Systems, Managing Global Information Systems -
Bachelor of Science - Management Information Systems
TEMPLE UNIVERSITY, Fox School of Business
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Jill KardaneJill Kardane
Fifth Grade Teacher at EMC Elementary SchoolFifth Grade Teacher at EMC Elementary School