Toby Curtiss
Chicago,IL
Summary
Detail-oriented professional skilled in scheduling coordination, report preparation, and event organization. Proven ability to enhance business development and drive operational efficiency.
Overview
3
3
years of professional experience
Work History
Chief Administrative Assistant
Wells Fargo
Chicago, Illinois
01.2025 - Current
- Coordinated schedules and meetings for senior management and team members.
- Assisted in preparing reports and presentations for internal and external stakeholders.
- Organized company events and meetings, handling logistics and participant coordination.
Commercial Banking Sales Analyst
Wells Fargo
Chicago, IL
06.2024 - 01.2025
- Analyzed sales data to identify trends and opportunities for growth.
- Managed daily office operations and coordinated schedules for relationship managers.
- Maintained up-to-date records of all sales activities including prospecting efforts, account history, contacts made, proposals submitted.
Sales Manager
Royalty Renewables
Minneapolis, Minnesota
08.2023 - 05.2024
- Managed daily operations of sales team to drive revenue growth.
- Developed and implemented sales strategies to enhance customer engagement.
- Trained new sales representatives on product knowledge and company policies.
Commercial Banking Intern
Wells Fargo
Minneapolis, Minnesota
06.2023 - 08.2023
- Collaborated in creation and review of syndication presentations and pitch books under management guidance.
- Coordinated syndicated transactions by liaising with internal stakeholders, such as credit officers and relationship managers.
- Reviewed loan documentation for compliance with policies and regulations.
Education
Bachelor of Science - Finance
University of St. Thomas
Saint Paul, MN05-2024
Skills
- Scheduling coordination
- Business development
- Office management
- Google Workspace
- Report preparation
- Event organization
- Microsoft Office
- Data analysis
- Social media
- Adaptability
- Punctuality
- Leadership
Timeline
Chief Administrative Assistant
Wells Fargo
01.2025 - Current
Commercial Banking Sales Analyst
Wells Fargo
06.2024 - 01.2025
Sales Manager
Royalty Renewables
08.2023 - 05.2024
Commercial Banking Intern
Wells Fargo
06.2023 - 08.2023
Bachelor of Science - Finance
University of St. Thomas