Small Business Champion@ Wells Fargo
New Jersey, United States
Castulie Moonesar
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FlashIntel GPTCastulie Moonesar is a highly experienced professional with 31.8 years of work experience in various roles at Wells Fargo Bank. She has a strong background in portfolio management, financial analysis, and modeling, as well as expertise in PowerPoint, Microsoft Excel, and marketing. Castulie has worked in the United States, specifically in California, San Francisco, in roles such as Small Business Champion and Personal Banker. She has also held positions at CSUN Wells Fargo Center for Small Business & Entrepreneurship and CSUN Wells Fargo Center for Small Business & Entrepreneurship.
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About
Small Business Champion at Wells Fargo Bank,
Work Experience
Small Business Champion
Personal Banker
Business Banking Specialist
Senior .service Manager
Financial Services
Castulie Moonesar's Professional Milestones
- Personal Banker (2009-01-01~2013-01-01): Successfully secured prestigious clients' secured accounts and built trust with clients through effective investment solutions.
- Senior .service Manager (1992-01-01~2009-01-01): Optimized service delivery processes, increasing efficiency and optimizing overall customer satisfaction.
Skill
Portfolio Management
Financial Analysis
Financial Modeling
Powerpoint
Microsoft Excel
Marketing
Social Media Marketing
Marketing Research
Small Business Lending
Treasury Management
Commercial Lending
Commercial Banking
Certification
Colleagues
Douman Namin
svp enterprise observability product owner
Aneesah Fain
Safe Scrum Master | Safety Assurance | Operations Management | Risk Management | Talent Development
Christy Helms
Technical Product Owner
Pamela Garcia
Certified Scrum Product Owner
Eric Schuett, MBA
Motivated Leader | Actained Learning And Development Professional | Certified Instructional Designer | Facilitator | Performance Improvement | Program Owner | Financial Services Expert
Other Named Castulie Moonesar
Frequently asked questions
We found 1 Castulie Moonesar's email addresses
We found 1 Castulie Moonesar's phone numbers
Castulie Moonesar's social media include: Linkedin,
Castulie Moonesar works for Wells Fargo
Castulie Moonesar's role in Wells Fargo is Small Business Champion
Castulie Moonesar works in the industry of Financial Services
Castulie Moonesar's colleagues are Douman Namin,Aneesah Fain,Christy Helms
Castulie Moonesar's latest job experience is Small Business Champion at Wells Fargo
