Wealth Management Relationship Manager

William Paul Taroli

Summary

Experience

Relationship Manager

MBA with 14+ year’s banking, sales, and relationship management expertise.

Knowledge of technologies, techniques, and practices for the evaluation of business performance data.

Ability to analyze performance using advanced statistical methods to justify and drive future planning decisions.

Well-versed working inside a matrix environment with ability to communicate complex analytical information to fit the client's communication style.

Expanded the Wealth Management practice across local markets and regions within the United States.

Cultivated partnerships with influential centers that facilitated the provision of investment management services.

Prioritized financial planning and investment management as key areas of focus.

Crafted individual investment proposals for each client. Held a central role in generating fee-based income. Conducted multiple local seminars to attract and acquire new clients for the firm.

RELATIONSHIP MANAGER

AAFMAA Wealth Management and Trust LLC/ Remote / Jan 2023–Present 1691 OLE CARRIAGE CIRCLE, ATHENS AL 484-***-****) *******.******@*******.*** HTTPS://WWW.LINKEDIN.COM/IN/WILLIAM-PAUL-TAROLI/

PNC MARKET ALL-STAR 2010,2011,2012,2013,2014

AVP PRIVATE BANKING GROUP

AAFMAA Wealth Management and Trust LLC/ Remote / Jan 2023–Present Grow a portfolio of existing and generate new clients. Created partnerships with external centers of influence to grow overall client portfolio.

Successfully expanded the portfolio of mass affluent clients, employing personalized financial solutions to address their specific needs and aspirations, resulting in increased assets under management. Implemented strategic client acquisition strategies to attract new mass affluent customers, leveraging targeted marketing campaigns and digital outreach to expand the client base.

Established key partnerships with external centers of influence, including legal and tax advisors, to enhance the overall client portfolio. For high-net-worth individuals within the mass affluent segment, provided exclusive access to private banking services. VP/ REGIONAL COMMERCIAL BANKER

Northwest Bank Shares, Inc/ Warren, PA / 2015-2016 Generated new commercial credit opportunities for companies operating within the 10 to 30-million-dollar revenue bracket. Collaborated across functional teams, working closely with credit analysts to streamline the underwriting process.

Produced loan recaps for both new and existing clients, encompassing a comprehensive analysis of borrowers, financial data, cash flow, and collateral.

Established and maintained both internal and external partnerships aimed at driving new revenue, facilitating acquisitions, and fostering growth.

Conducted annual reviews of existing client relationships, assessing aggregate credit exposure to ensure appropriate credit risk management.

Implemented strategies to maximize profitability across various business revenue segments, including leveraging social media enhancements to create new revenue streams.

Took on the responsibility of overseeing and expanding the Business Banking portfolio, focusing on clients with sales revenue under 1 million dollars.

Achieved business banking results by primarily emphasizing business development, engaging in outside branch outreach efforts, and actively participating in community involvement activities. Conducted relationship management activities with both new and existing consumer and business clients to foster sales growth, increase revenue, and expand market share.

PNC Bank / Birmingham, AL / 2019-2020

AVP/BUSINESS CENTER MANAGER

Offered private banking services to a carefully curated portfolio of clients. Initiated loans using various credit structures.

Achieved consistent profitability throughout the three years in this role. Established a referral program in collaboration with internal financial advisors within PNC Banks.

Led the team in revenue generation for two out of the three years. PNC Bank / Huntsville AL / 2020-2023

AVP/SENIOR BRANCH BANKER

Spearheaded the development and expansion of new financial sales within the retail banking sector.

Achieved peak operational performance through strategic planning and hands-on management support.

Delivered credit and deposit products with efficiency to enhance the portfolio of business for both new and existing customers. Wells Fargo, Haverford, PA / 2006-2009

FINANCIAL ANALYST

Generated new commercial credit opportunities for companies operating within the 10 to 30-million-dollar revenue bracket. Collaborated across functional teams, working closely with credit analysts to streamline the underwriting process.

Produced loan recaps for both new and existing clients, encompassing a comprehensive analysis of borrowers, financial data, cash flow, and collateral.

Established and maintained both internal and external partnerships aimed at driving new revenue, facilitating acquisitions, and fostering growth.

Conducted annual reviews of existing client relationships, assessing aggregate credit exposure to ensure appropriate credit risk management.

VP/BANKING ADVISOR II - WEALTH MANAGEMENT

PNC Bank/ Lancaster, PA / 2010-2015

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