karena O'Reagan
New York, NY
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Profile:
Summary
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Product Assitstant M&A Group
Executive Assistant REITS
Sales Associate Business Banking
Financial Specialist -Vice President
Experience
2017
Jan
-
Present
Managed resource
Wells Fargo / New York, NY
Provide banker support on Home Mortgages for affluent customers.
Facilitate initiatives for bank sponsored events.
Create a pipeline report on all projects worked.
Manage expenses, reporting directly to senior management
1996
May
-
2007
Oct
Financial Specialist
WACHOVIA/Wells Fargo / New York, NY
Provided financial advisement and resources to small business customers.
Opened and managed depository, savings, Certificate of Deposits, estate and business accounts for customers
Responsible for book of business growth with consitent revenue building above 750M monthly in deposits, 1MM in a of combination BELs, BLOCs, PELs and HELOCs
Education
2012
-
2015
Georgia State University
Associates of Science / Education
Skills
