Diane Ciomperlik

**** ********* *****, *****, ***** 75074

***/***/**** . aca9ju@r.postjobfree.com

Relationship Manager/Account Executive

A deeply knowledgeable Professional, well qualified with 20+ years'

experience in the financial industry. Particularly skilled in working with

corporate and high-net worth investment clients.

Subject matter expert:

Client Relationship-Building Customer Service

New Business Development Business Retention

Sales Prospecting Risk Management

Problem Resolution Strategies Consultative Selling

Technical Expertise: Microsoft Office (Word, Excel, PowerPoint,

Outlook), Omni, SharePoint

Professional Experience

Wells Fargo Bank-Dallas TX 2002-2012

Relationship Manager/VP, Institutional Trust Services

. Managed 55 Defined Contribution, Defined Benefit, Endowment and

Investment Agency Accounts

. Reviewed all Private Placements, Limited Partnerships, LLCs, and any

other non-marketable asset prior to purchase as the Subject Matter

Expert for Closely Held Assets nationwide.

. Delivered investment reviews to the Investment Committees & Boards

audience included: CEO, CFO, Board of Directors, Employee Benefit

Specialist, all top level decision makers at the plan sponsor level

. Conducted employee education meetings

. Originated and presented RFP responses, drafted cost and risk models

and analyzed investment objectives and asset allocation.

. Championed mutual funds and new investment management services to both

potential & established clients.

JPMorgan Chase-Dallas, TX

1991-2002

Relationship Manager/Investment Consultant/Team Lead

. Evaluated mutual fund holdings, balancing portfolios to fulfill long-

term investment goals.

. Achieved $112M+ in up-sells for Chase Mutual Funds

. Performed incisive reviews to 401(k) Investment Committees and Boards

revamping investment policies or objectives as necessary to account

for the addition or termination of funds.

. Discussed investments with company representatives at employee

enrollment meetings, knowledgeably answering stakeholder questions.

. Identified viable options out of the million potentially available for

corporate clients seeking to add or replace investment funds.

. Retained 90% of client base through personal visits to 60 account

holders following a large-scale walk-out by all but one staff person.

Positioned the office as the only one in the Dallas/Ft. Worth area to

make a profit for that year.

Dean Witter/Rotan Mosle-Dallas, TX

1983-1990

Cashier/Operations Manager

Education & Training

Eastfield College, Mesquite, Texas-Finance Major

Series 7 and Series 65

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