Amerina Dollentas
Brentwood
Summary
MBA graduate (Summa Cum Laude) with over a decade of experience in financial services and client relationship management. Recognized for strategic leadership, team development, and operational excellence. Proven ability to lead cross-functional teams, strengthen compliance frameworks, and drive initiatives that enhance organizational efficiency, client satisfaction, and financial performance.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Client Services Manager
Ellevest Inc.
05.2025 - Current
- Lead high-net-worth client onboarding and account management, ensuring seamless transitions and compliance with regulatory standards.
- Act as strategic liaison between clients, advisors, and internal teams to deliver exceptional client experiences.
- Drive operational efficiency by streamlining Salesforce processes, coordinating alternative investments, and improving service workflows.
- Mentor junior staff and foster a culture of collaboration, accountability, and continuous improvement.
Senior Client Services Associate
Burton Enright Welch
01.2022 - 07.2024
- Directed compliance oversight for financial transactions and account openings, safeguarding adherence to regulatory requirements.
- Led cross-functional initiatives to implement digital solutions, enhancing accuracy, reporting, and overall client service.
- Implemented process improvements that increased operational efficiency and reduced compliance risks.
Financial Client Service Representative
Charles Schwab
08.2020 - 12.2021
- Managed acquisition of $68M in new assets by leveraging portfolio analysis and consultative client engagement.
- Partnered with advisors and business leaders to align client solutions with broader organizational goals.
Preferred Banker
First Republic Bank
06.2018 - 08.2020
- Supervised financial data integrity and compliance reporting, contributing to improved operational transparency.
- Partnered across departments to strengthen regulatory adherence and client satisfaction.
Personal Banker & Collection Specialist
Wells Fargo Bank
05.2013 - 05.2017
- Delivered exceptional client service through needs-based solutions and relationship management.
- Reduced delinquency rates through effective collections strategies and conflict resolution.
- Consistently exceeded performance metrics, earning multiple company awards.
Education
Master of Business Administration (MBA) - Accounting
Southern New Hampshire University
Bachelor of Science - Business Administration
Southern New Hampshire University
Skills
- Excellent communication
- Problem resolution
- Managing operations and efficiency
- Training and development
- Strategic planning
- Complex Problem-solving
Certification
- Financial Paraplanner Qualified Professional (FPQP)
- FINRA Securities Industry Essentials Exam (SIE)
Awards
- Inspirational Leader Award, First Republic Bank
- President’s Club and Star Banker, Wells Fargo Bank
Timeline
Senior Client Services Manager
Ellevest Inc.
05.2025 - Current
Senior Client Services Associate
Burton Enright Welch
01.2022 - 07.2024
Financial Client Service Representative
Charles Schwab
08.2020 - 12.2021
Preferred Banker
First Republic Bank
06.2018 - 08.2020
Personal Banker & Collection Specialist
Wells Fargo Bank
05.2013 - 05.2017
Master of Business Administration (MBA) - Accounting
Southern New Hampshire University
Bachelor of Science - Business Administration
Southern New Hampshire University
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