KATRINA BROWN

* ********* **** 845-***-****

Goshen, NY 10924 adqbre@r.postjobfree.com

FINANCIAL SERVICES PROFESSIONAL

Strategy Development Presentations Staff Training & Mentoring Client Relationship Management Due Diligence Quality Control Customer Service Transaction Analysis Data Gathering Team Leadership Regulatory Compliance Center of Influence Networking PROFILE ● Client services leader with expert analytical skills, a substantial knowledge of contractual guidelines and a proven ability to manage corporate transactions, records analysis, and reporting processes.

● Experience reflects diligent follow up, a high concern for data accuracy and a reputation of credibility, responsiveness, and honest representation with clients, colleagues, and strategic partners.

● Highly skilled at delivering client presentations and collaborating with internal business partners to implement strategies that drive revenue growth and elevate service-level performance.

● Accomplished at conducting detailed analyses to provide solutions that help clients streamline assets, manage risk, properly distribute investments, borrow wisely and effectively transfer wealth. EXPERIENCE MERRILL LYNCH, Paramus, NJ 2017 – PRESENT Wealth Management Banking Specialist

Recruited to retain and grow client base, working closely with strategic partners and high net-worth clients to integrate complex investment strategies that optimize accumulated wealth. Perform comprehensive analyses to identify gaps and compare against income and lifestyle objectives as well as risk tolerance to provide personalized, strategic, and comprehensive advice that factors in external influences.

• Built a strong book of business, delivering $80M+ to date and achieving a #1 ranking among 30 bankers.

• Cultivated a network of 60+ tax, financial, and legal advisors to identify/recommend advanced services and alternative solutions that address diverse investment styles to grow and protect assets and business interests.

• Successfully navigated COVID relief guidelines, helping clients secure $47M in loans in just two days.

• Recognized for devising solutions that help clients streamline assets, manage risk, properly distribute investments, borrow wisely, and effectively transfer wealth. CITIZENS BANK, Hudson Valley Region, NY 2016 – 2017 Premier Relationship Manager – Wealth Management

Actively managed a portfolio of high net worth clients, leveraging relationships with internal business partners to manage investable assets of $500K+. Managed banking and borrowing needs as well as financial planning, retirement planning, and overall investment services.

• Successfully determined investment opportunities and drove clear recommendations, earning a consistent top-five ranking in the market.

• Recognized by senior management as an “exceptional relationship manager” who established trust and credibility with clients, which resulted in exceeding revenue production goals.

• Successfully developed new relationships - building and managing a pipeline of solid, credit-worthy deals. WELLS FARGO BANK, Croton-on-Hudson, NY 2015 – 2016 Personal Banker II – Wealth Management / Private Banking Key relationship manager responsible for supporting high net-worth consumer and business clients with comprehensive financial services and delivering investment/banking solutions.

• Served as a specialist for credit solutions, currency risk management, tax management strategies, and business advisory services defining strategies through knowledge of each client’s overall needs.

• Cultivated a network of credentialed specialists that served as valuable resources and referral sources for trust and estate solutions, real estate options, and specialty asset management. Katrina Brown 845-***-****

EXPERIENCE CHASE BANK, Middletown, NY 2011 – 2015

Relationship Banker

Promoted Bank products/service offerings and networked extensively within the community, facilitating Bank’s efforts to service and retain its deposit base while developing new business and leading the process for continued growth through cross-selling opportunities.

• Recognized by senior management as an “exceptional relationship manager” who established trust and credibility with clients, which resulted in exceeding revenue production goals year-over-year.

• Based on performance and best practices, selected to serve as Manager-on-Duty and as a designated new banker trainer.

• Consistently outperformed established goals and delivered growth through effective rapport, reliable representation, and diligent follow up.

• Collaborated with financial advisor to develop action plans capable of meeting challenging revenue goals. WALDEN FEDERAL, Walden, NY 2006 – 2011

Mortgage Consultant / Loan Officer

Originated residential first and second mortgages, matching specific programs with borrowers’ overall profile. Independently managed relationships with clients, serving as a direct liaison to resolve issues.

• Performed a complete analysis of documents and verified all documentation while ensuring quality assurance and customer satisfaction.

• Consistently maintained a strong sales pipeline and earned an above-average referral rate with local realtors.

• Praised for achieving a high turnaround for processed paperwork due to accuracy and completeness. ADDITIONAL AMERICAN HOME MORTGAGE, Lake Katrine, NY 2005 – 2006 EXPERIENCE Mortgage Consultant

GATEWAY MORTGAGE GROUP, Orlando, FL 2004 – 2005

Loan Originator / Mortgage Broker

CELEBRATION FINANCIAL SERVICES, Celebration, FL 2003 – 2004 Loan Processor

SUN TRUST BANK, NA, Orlando, FL 1999 – 2003

Loan Processor / Loan Officer (2001 - 2003)

Operations Specialist (1999 - 2001)

EDUCATION MOUNT SAINT MARY COLLEGE, Newburgh, NY August 2020 B.S. in Business Management & Administration (GPA: 3.5) ADDITIONAL Credentials: Series 6 & 63 Life & Health NYS Licensed Notary Public Technology: Microsoft Office Suite: Word, Excel, PowerPoint SalesForce

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