Senior Portfolio Execution Specialist@ Wells Fargo
Salinas, California, United States
Danielle Green
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FlashIntel GPTDanielle Green is a Relationship Associate at Wells Fargo with 15.2 years of experience in banking, customer service, credit, risk management, and finance. Based in the United States, she has worked at Wells Fargo in San Francisco as a Senior Portfolio Execution Specialist. With a focus on financial services, Wells Fargo offers a wide range of products including checking accounts, savings accounts, credit cards, personal loans, mortgages, and investment products. Danielle's expertise lies in managing portfolios and ensuring client satisfaction.
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About
Relationship Associate at Wells Fargo
Work Experience
Senior Portfolio Execution Specialist
Financial Services
Danielle Green's Professional Milestones
- Senior Portfolio Execution Specialist (2008-07-01~): Successfully executed multiple investment portfolios, exceeding client expectations and fueling revenue growth.
Skill
Banking
Customer Service
Credit
Risk Management
Microsoft Office
Finance
Microsoft Excel
Loans
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
Shruta M.
senior technical business analyst product owner at t-mobile
Angel Ochoa
Product Owner
Other Named Danielle Green
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Danielle Green works for Wells Fargo
Danielle Green's role in Wells Fargo is Senior Portfolio Execution Specialist
Danielle Green works in the industry of Financial Services
Danielle Green's colleagues are Douman Namin,Aneesah Fain,Christy Helms
Danielle Green's latest job experience is Senior Portfolio Execution Specialist at Wells Fargo
