TRISHA DRURY
Carson
Summary
To secure an operational / leadership position in a reputable financial organization where I can use my skills and experience to contribute to it's success. I have a long history of banking experience, among multiple lines of businesses. I am a born leader who thrives in a fast-paced work environment. Someone who always places the customer first while adhering to policies and procedures. I have held multiple leadership and support roles during my banking career and within my community. I am a dedicated professional with proven performance in management, leadership and communication. I am confident I have the tools to be successful in this position.
Overview
26
26
years of professional experience
Work History
Brokerage Client Associate
Wells Fargo Advisors
09.2023 - Current
Wealth & Investment Management / Wells Fargo Advisors / PCG
- Services a large book of business for four Financial Advisors
- Facilitates new client onboarding process and investment account setup
- Assists in account maintenance and client requests
- Processes asset movement: wires - journals - ACH -ACAT
- Statement review/audit/cost basis
- Knowledgeable in investments, annuities and trusts
Vice President/Operations Manager 2
Wells Fargo Bank
10.2011 - 11.2013
Wealth & Investment Management / Trust Services / Funding Team
- Managed the operations of a large team, overseeing daily activities and long-term projects
- Provided employees with guidance in handling difficult problems or in resolving escalated complaints or disputes
- Developed talented team, participating in hiring, coaching, and performance management processes
- Partnered between departments to facilitate smooth workflow across the organization
- Improved turnover and promoted within
- Met and exceeded all team and individual goals
- Collaborated and influenced with all levels of management
- Supported staff as well as took on administrative duties
- Created reports to track performance metrics against established targets
- Virtually assisted and led staff
- Supported Fiduciary Specialists, Trust Advisors, Relationship Managers, Wealth Advisors
- SEI/Hogan/asset transfer/securities/wire experience
- Trust understanding
- Tested and implemented new software
- Hosted meetings across many departments to accomplish goals
- Attended conferences/meetings in various trust centers across the country
Assistant Vice President/Senior Client Associate
Wells Fargo Bank
06.2009 - 10.2011
Wealth & Investment Management / Private Banking
- Serviced a large-complex book of business for a very successful Financial Advisor
- Partnered with Brokerage and the Trust Department to service clients on a regular basis
- Assisted Relationship Managers/Financial Advisors/Wealth Advisors
- High value client expert
- Brokerage understanding
- Administrative experience
- AML/BSA/wire/overdraft/new account/Client Link experience
AVP/Customer Service/Operations Manager 2
Wells Fargo Bank
06.1999 - 06.2009
Retail Banking
- Held multiple retail banking positions and achievements
- Management, leadership, private banking, consumer and business accounts, sales, credit card, treasury, mortgage, wire, fraud, FX experience
- Developed multiple team members
- Managed managers and leads
Education
ASSOCIATE IN SCIENCE (A.S.) - BUSINESS ADMINISTRATION
CALIFORNIA STATE UNIVERSITY
LONG BEACH, CA01.2006
Skills
- Successfully develops others
- Strong communication, coaching and leadership skills
- Strong project management skills
- Excellent customer service
- Works well individually and in a team environment
- Extremely organized
- Patient and maintains composure under pressure
- Excellent time management and ability to quickly learn new tasks
- Detail oriented and sufficient multi-tasker
- Utilizes resources when needed
- Always a Self-starter and takes Initiative
- Coachable
- MS Office (Excell, Word Outlook, Powerpoint)
Accomplishments
- Received multiple Best Shot awards for Wealth Management (2010-2013)
- Diversity Circle council member (2011-2013)
- Women's Team Member Network Communications Committee council member (2010-2013)
- Be The Voice council member (January 2009-December 2009)
- LA Metro Leadership Council (June 2008- August 2010)
- Presenter at the 2007 Manager's Conference for LA Metro
- Attended Circle of Stars for the LA Metro Region (October 2006)
- Attended Annual Sales and Service Conference for Wells Fargo (May 2006)
- Attended Circle of Stars for the LA Metro Region (2005)
- Frequently attended Champions Club for top performers in district
- Achieved all top performance reviews within my entire work history
Timeline
Brokerage Client Associate
Wells Fargo Advisors
09.2023 - Current
Vice President/Operations Manager 2
Wells Fargo Bank
10.2011 - 11.2013
Assistant Vice President/Senior Client Associate
Wells Fargo Bank
06.2009 - 10.2011
AVP/Customer Service/Operations Manager 2
Wells Fargo Bank
06.1999 - 06.2009
ASSOCIATE IN SCIENCE (A.S.) - BUSINESS ADMINISTRATION
CALIFORNIA STATE UNIVERSITY
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