*** ***** ****** ******* ******, Avenue, MYCHAL CA 90403 #309

Cell: 310- 871- 2680 Email: yvonnemychal@ aol. com PROFESSIONAL EXPERIENCE

First Western Trust, Aspen CO - Wealth Advisor 02/2022 - 05/2023 Primary Sales and Business Development Officer in the Aspen territory. Specific areas of focus include wealth planning, trusts, private banking, retirement plan consulting and estate planning.

• Responsible for building relationships with all centers of influence in the community to include attorneys, realtors, CPA’S, small business owners, community business leaders, etc

• Identify and pursue qualified prospects for all products and services offered by First Western.

• Organize and facilitate regular “Meet and Greet” events as well as other educational and networking events for clients, prospects, and CIO’s.

• Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.

Hilltop Securities, SF, CA - Registered Client Associate 11/2020 - 12/2021 Provide sales practice as well as overall operational client service support to a team of 5 Wealth Managers in SF.

• Interface directly with clients in order to provide investment advice, furnishing account information, quotes and current market news as well as soliciting and entering orders in a timely manner.

• Develop and identify new business opportunities through client prospecting to include originating correspondence, launching marketing campaigns, event planning and execution.

• Monitor current client portfolios by reviewing performance quarterly as well as maintaining files to comply with the firms regulatory requirements.

• When applicable, act as a liaison for all referral sources and work with management on recruitment of new clients, brokers and office personnel. Labeltex Mills, LA, CA - Entrepreneur/Face Mask Division - 03/2020 - 09/2020 Partnered with Labeltex Mills, a large capacity weaving and manufacturing facility in Los Angeles, CA to produce and manufacture high quality face masks to prevent the spread of Covid19.

• Extensively researched and partnered with government and CDC health officials in fabric selection, facial specifications and how to produce masks that are safe and cost effective. Worked with designers to create original artwork and a custom fit for each client.

• Solely responsible for marketing and sales in excess of 500k face masks to mid and large size companies in the first half of 2020, including Macys, Jones Lang LaSalle, San Francisco Zoo, Jay Paul Company, 181 Fremont and the Millenium Tower.

• Followed through from the sales and production phases to product delivery and customer satisfaction.

Citigroup Global Markets, LA, CA - VP, Institutional Muni Sales 02/1991–12/2018 Vice President, Institutional Municipal Sales Group Fixed Income Team that specializes and delivers sophisticated, timely investment ideas and trade execution for a broad range of clients to include mutual funds, hedge funds, insurance companies, high net worth and bank trust accounts The desk provides trading support across all market sectors with emphasis on Municipals and structured products as well as underwriting.

• Provide fixed income Municipal securities sales coverage to the firm’s largest institutional clients to include product information, portfolio analysis, executing trades with follow up compliance monitoring and market updates on a daily basis.

• Active in various critical roles as a member of a three person team and maintaining client relationships with the key decision makers at 13 of the firm’s major institutional accounts to include: Franklin Fund, First Republic, Goldman Sachs, Dimensional Fund, Capital Research, American Century, Eaton Vance, Charles Schwab, as well as a variety of others.

• Increased our account base on average by over 30 percent a year and doubled sales production on three major accounts with consistently remaining in the top 3 of account sales coverage on the remainder of our account package. Have successfully maintained and grown these customer relationships for 26 years.

• Act as intermediary between the critical institutional clients and syndicate desk in negotiating, pricing and the allocation process in all new issue competitive and negotiated underwritings. This includes managing customer expectations and as well as relaying syndicate desk over subscription and or managing deal balances.

• Maintained an intimate knowledge of client investment objectives to generate trade and deal flow in high grade, structured product and high yield municipal debt.

• Coordinated event logistics for all Municipal bond conferences to include roadshows, client meetings/closing dinners and events as well as budget management, attendee tracking, presentation management, speaker booking and pre and post event evaluations.

• Serve as primary contact between the portfolio managers, analysts and our public finance team to disseminate all syndicate information for upcoming deals as well as market news and data such as banker’s reports, rating changes and conference/ roadshow information.

Bear Stearns, LA, CA - Sales Associate 06/1989 - 02/1991

• Maintained and serviced client portfolios in excess of $50MM focusing on tax-fee Municipal securities.

• Provided client services including trade execution, trading desk coverage and portfolio review services.

• Compiled relevant research and sales analysis for institutional and high net worth individual client evaluations.

• Created annual cash flow spreadsheets for diversified investor portfolios. EDUCATION San Diego State University, 1989, Bachelor of Arts, Business Administration and Finance TECHNICAL Active NASD Series AND PROFESSIONAL 7 and 63 licenses; QUALIFICATIONS Bloomberg ADDITIONAL Speak Dluent Polish; INFORMATION Completed 7 U.S. Marathons; member of the Municipal Bond Club of Southern California.

Contact this candidate