MOHAMMED MUNSIFZADAH
Brentwood,CA
Summary
Financial Professional with 15 years of extensive expertise in banking, sourcing, and relationship building. Demonstrates a strong ability to manage and advocate for clients, leveraging skills in negotiation, team collaboration, and client advocacy. Passionate about driving innovative financial solutions and fostering meaningful client relationships.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Vice President- Senior Premier Relationship Manager
BMO Harris Bank
Brentwood, CA
03.2025 - Current
- Manage a portfolio of high-net-worth clients, providing tailored financial advice and comprehensive wealth management strategies to meet complex personal and business needs.
- Deepen client relationships through proactive financial reviews, risk management, and goal-based planning, ensuring exceptional client experience and retention.
- Collaborate with internal partners (e.g., Investment Advisors, Commercial Banking, Lending Specialists) to deliver holistic, cross-functional financial solutions.
- Consistently exceed sales and service targets, contributing to branch profitability and long-term client loyalty.
- Stay abreast of market trends, compliance standards, and financial regulations to ensure ethical and high-quality service delivery.
- Mentor and support junior relationship managers and contribute to team training and development
AVP-Senior Premier Banker
Wells Fargo Bank
Lafayette, CA
10.2021 - 03.2025
- Establish meaningful relationships with our affluent customers, both consumer and small business customers
- Serve as the customers’ relationship manager to uncover their specific financial needs and goals, backed by Wells Fargo’s expertise, technology and resources.
- Work closely in a branch-based team environment to proactively advocate for our affluent customers.
- Develop strong relationships with other Wells Fargo partners and financial professionals across the enterprise.
- Introduce customers to specialists who can assist with specific financial needs.
- Premier Bankers are required to maintain Financial Industry Regulatory Authority (FINRA) Series registration and state insurance license.(FINRA Series 7 and 66 and CA life insurance license)
Senior Author Acquisition Specialist
Callisto Media
07.2018 - 10.2021
- Identify potential author candidates for our books based on comprehensive, thoughtful, and effective online research.
- Negotiate author compensation and timelines
- Meet or exceed weekly and quarterly productivity goals while sourcing candidates with sensitivity to the requirements provided by the editorial team.
- Identify candidates with a robust social media presence that would facilitate the marketing of our books.
- Work beyond a reactive book-by-book approach to develop pipelines of candidates that the acquisitions team can tap in the future.
- As a partner to the editorial team, be able to proactively suggest modifications to their requirements that would result in a more robust and successful selection of candidates.
- Maintain a contributor database, ensuring the accuracy and integrity of information about author candidates.
- Deploy Boolean search strings and be open to learning new research methods.
- Participate in the development of new sourcing strategies.
- Partner with the acquisitions team to ensure that they always have a selection of high-quality candidates to draw from
Registered Client Associate
Wells Fargo Advisors
08.2016 - 07.2018
- Assist financial consultants and financial advisors by providing sales and service support – led team in meetings set and activity
- Work with internal departments and directly with clients in solving service and operational requests
- Cold outreach led to scheduling appointments for new and existing clients for FAs
- Providing information regarding procedural/sales questions, and processing client service requests
- Execute investment orders directly from clients and financial advisors
Branch Manager
Wells Fargo Bank
10.2013 - 10.2014
- Manage a team of 15-20 banking professionals and led branch to 100% customer satisfaction scores
- Oversee the sales and customer experience goals for the branch, obtained over 120% of business sales each quarter
- Maintain branch sales quality and audit and regulatory requirements (passed audit with 98%)
- Coach and develop team members for leadership roles (5 members from my team became managers)
- Analyze reports and data to create and execute effective sales plans
Business Banking Specialist
Wells Fargo Bank
11.2011 - 10.2013
- Acquire and maintain new business banking relationships to achieve deposit growth every quarter (112% YoY deposit growth)
- Work with businesses to meet their lending needs (276% of lending goal)
- Meet and exceed daily, monthly and quarterly sales goals - 100% of sales goals (deposit, credit, referrals etc.)
Education
Bachelor of Arts - Political Science
University of California-Davis
Skills
- High-Net-Worth Client Management
- Investment Product Knowledge
- Financial Needs Analysis
- Retirement & Wealth Planning
- FINRA & Regulatory Compliance (eg, Series 7, 66)
- Consultative Sales Approach
- Relationship Building & Client Retention
- Risk Tolerance Assessment
- CRM Tools (Salesforce, MGP)
- Cross-Functional Team Collaboration
- Goal-Based Financial Strategies
- Client Onboarding & Education
Certification
- SERIES 7 AND 66 Financial Industry Regulatory Authority (FINRA)
- VARIABLE LIFE AND HEALTH INSURANCE LICENSE California
LANGUAGES
Farsi (Native)
Timeline
Vice President- Senior Premier Relationship Manager
BMO Harris Bank
03.2025 - Current
AVP-Senior Premier Banker
Wells Fargo Bank
10.2021 - 03.2025
Senior Author Acquisition Specialist
Callisto Media
07.2018 - 10.2021
Registered Client Associate
Wells Fargo Advisors
08.2016 - 07.2018
Branch Manager
Wells Fargo Bank
10.2013 - 10.2014
Business Banking Specialist
Wells Fargo Bank
11.2011 - 10.2013
Bachelor of Arts - Political Science
University of California-Davis