Nicholas Turrini
New York
Overview
1
1
year of professional experience
Work History
Personal Banker
Wells Fargo
New York
07.2025 - Current
- Ranked in top 10% of personal bankers company-wide through data-driven client analysis and disciplined portfolio management across 300 AUM.
- Exceeded quarterly performance targets by systematically tracking pipeline and prioritizing high-value opportunities.
- Generated $3.2 million in new deposit and lending volume annually by analyzing client cash flow and credit profiles.
- Established a consultative referral pipeline to financial advisors by evaluating client asset profiles and liquidity needs, contributing $5 million in referred AUM.
- Processed loan applications and credit requests with high efficiency.
Medical Device Sales Intern
Johnson & Johnson
- Completed sales internship with orthopedic medical device company, gaining exposure to full sales cycle.
- Observed negotiation techniques for complex multi-stakeholder healthcare buying decisions.
- Engaged with surgeons and clinical staff to assess device selection criteria and procedural workflows.
- Recognized by sales team for professionalism and initiative in client-facing interactions.
Education
Bachelor of Arts and Science - Political Science, Real Estate
Lehigh University
Bethlehem, PA05.2024
United States Military Academy Prep School
West Point, NY09.2019
MBA - Finance
St. Johns University
NYC, NYSkills
- Client analysis
- Portfolio management
- Sales forecasting
- Loan processing
- Financial advising
- Customer relationship management
Finance Experience
- Financial Analyst Job Simulation, New York Jobs CEO Council, 10/24, Completed a Simulation focused on financial analysis as an Analyst on the technology team at an investment bank., Played a pivotal role in aiding senior bankers to determine the feasibility of establishing a partnership with BigTechCompany., Demonstrated strong communication skills by articulately presenting findings and opinions to senior bankers.
- Job Simulation, HSBC Wealth and Personal Banking, 10/24, Completed a simulation focused on working with and advising high-net-worth clients, Gathered a client's key investment objectives, risk appetite, investment restrictions, and other relevant information to recommend investment solutions, Offered a bespoke investment recommendation based on a client's unique investor profile
Leadership Experience
NCAA Division I Lacrosse, Lehigh University and St. Johns Men's Lacrosse Team, Balanced 30+ hours of lacrosse and lacrosse-related activities per week with academic responsibilities at a perennial Top 20 Division I Lacrosse Program, Two time Patriot League Champion, Started every game of career
Timeline
Personal Banker
Wells Fargo
07.2025 - Current
Medical Device Sales Intern
Johnson & Johnson
Bachelor of Arts and Science - Political Science, Real Estate
Lehigh University
United States Military Academy Prep School
MBA - Finance
St. Johns University