Elie Bou Samra, MBA

San Rafael, CA ***** 415-***-**** ad4lny@r.postjobfree.com LinkedIn

Aspiring Corporate Finance Experienced Banker & Client Associate

Highly analytical and detail oriented professional with over 10 years of experience in banking and accounting. Expert in Finance, Excel ad data analysis, with a proven ability to make informed decisions in fast paced environments. Possess strong interpersonal skills and a passion for utilizing numbers and analysis to develop solutions to complex business challenges. Proficient in Arabic (native), French and English.

EDUCATION

(MBA) Master of Business Administration – Finance and Economics La Sagesse University (ULS) – Lebanon 2015

(BA) Bachelor of Business Administration – Banking and Finance Holy Spirit University of Kaslik (USEK) – Lebanon 2011

LICENSURE & EXAMINATIONS

California Notary Public National Notary Association 2020

Series 63 Uniform State Law Examination – North American Securities Administrators Association 2019

Series 6 Investments Company Products - FINRA 2019

SIE – Securities Essentials Examination FINRA 2019

Life Only Agent California Department of Insurance 2019

CERTIFICATIONS

Business and Financial Modeling Specialization Wharton School of Business, University of Pennsylvania – Coursera 2021

Python for Data Analytics and Data Science Udemy 2020

Microsoft Excel Advanced Certification New Skills Academy 2019

PROFESSIONAL EXPERTISE

Wells Fargo Advisors- Boy Georgiadis & Kelly Wealth Management Group

Senior Client Associate (2023 – Present)

Conduct comprehensive retirement planning assessments for clients, taking into consideration their financial goals, current assets, and risk tolerance.

Collaborate with clients to develop and implement effective education planning strategies, addressing their specific needs and aspirations.

Conduct spending and savings analysis to help clients optimize their financial habits, budget effectively, and achieve their financial objectives.

Perform portfolio analysis, assessing the performance, risk, and composition of client investment portfolios. Provide recommendations for adjustments based on market trends and individual financial goals.

Build and maintain strong client relationships, serving as a trusted advisor in all matters related to personal financial planning.

Stay informed about industry trends, market changes, and regulatory developments to ensure up-to-date and accurate advice for clients.

Collaborate with other team members and departments to deliver a seamless and holistic client experience.

Wells Fargo, N.A. Bank 2015 – 2023

Branch Relationship Banker (2019 – 2023)

Apply license (Series 6 and 63) and finance knowledge to build and manage a book of business for high net worth (HNW) and SMB clients. Partner with financial advisors to provide referrals and present solutions as needed.

Understand customer requirements and utilize strong product knowledge to provide sound financial recommendations that meet customer’s financial goals while supporting organizational targets. Refer to financial advisors as appropriate.

Own the customer journey from application review through underwriting, to closing a loan.

Serve as a trusted advisor to Branch Manager, identifying and presenting risks to drive solutions to problems as they arise. Report on business metrics and work with leadership to drive strategic decisions.

Consistently earned extremely high customer survey ratings that directly impact district NPS score – recognized for being very helpful, knowledgeable, providing great customer service, and being diligent with follow-up.

Integral to maintaining steady foot traffic in the branch despite slowdown from COVID. Support team cohesion and provide assistance to all functions/staff within the branch as needed.

Consistently meet or exceed referral targets.

Personal Banker, (SAFE) (2017 – 2019)

Sold retail banking products and services and manage customer portfolio. Utilize analysis tools to identify cross-sell opportunities and proactively service relationships to cross-sell products and services when possible.

Presented a broad base of financial and credit services with the goal of acquiring 100% of the customer’s business.

Negotiated offers and terms for dwelling secured transactions, supporting the loan process through to close.

Developed and maintained relationships with branch partners to maximize sales opportunities and surpass sales standards.

Complete service-related tasks and assist team members as needed.

Demonstrated a strong capacity to drive referrals to financial advisors, earning sponsorship for licensing and a promotion.

Customer Service & Sales Representative (2017)

Built and managed lifelong customer relationships, providing quality customer service. Solicited new accounts and cross-sold products and services when possible.

Completed a range of services, including document preparation, account servicing and maintenance (account reconciliation, address change, stop payments, account closing, transfers, processing check orders), and problem resolution.

Performed both teller and banker roles and filled in for branch manager as needed.

Teller (2015 – 2016)

Processed the full scope of customer transactions. Identify customer needs to sell products and services or refer to bankers.

Accurately maintained and balanced cash drawer.

Provided world-class customer service and appropriately responded to inquiries and problems.

Beryl Business Solutions 2015

Bookkeeper

Accurately and efficiently managed all accounting transactions. Reconciled accounts payable and receivable.

Completed customer and freight processing as needed for international exchange.

Prepared budget forecasts for use by management. Publish financial statements in a timely manner.

Managed or supported monthly, quarterly, and annual closings.

Produced and managed balance sheets and profit/loss statements.

Omnipharma SAL 2014 – 2015

Accountant

Accurately and efficiently managed all accounting transactions. Reconciled accounts payable and receivable.

Completed customer and freight processing as needed for international exchange.

Prepared budget forecasts for use by management. Publish financial statements in a timely manner.

Managed or supported monthly, quarterly, and annual closings.

Produced and managed balance sheets and profit/loss statements.

Hotel al Bustan 2012 – 2014

Assistant Cost Controller

Reported daily to financial controller concerning budgets.

Analyzed financials and recommended costs effective measures to help hit budgetary targets. Prepared detailed cost reports to ensure full understanding and potential risks.

Performed invoicing and processed accounts payable.

Madi & Co, Accounting and Auditing Office 2011 – 2012

Accountant

Processed accounts payable invoices and accounts receivable entries.

Maintained financial records by analyzing balance sheets and general ledger accounts.

Reconciled bank statements by comparing transactions to the general ledger.

Assist with day-to-day operations, including filing, and report generation.

ADDITIONAL SKILLS AND COMPETENCIES

Written & Verbal Communication Interpersonal Communication Teamwork Leadership Time Management

Revenue / Income Calculations Forecasting Financial Modeling Accounting Financial Analysis Financial Statements

Financial Planning & Analysis (FP&A) Reporting Variance Reporting Data Analysis Excel (Proficient) Intuit QuickBooks

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