Andrew L.
Assistant Vice President, Treasury Management Analyst at Wells Fargo
- Role
- Assistant Vice President, Treasury Management Analyst at Wells Fargo
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Andrew L.
Certified Treasury Professional with over 19 years of experience in financial banking, specializing in cash management, treasury operations, customer service, and fraud prevention in the Commercial Banking segment.
Experience
Assistant Vice President, Treasury Management Analyst
Mar 2016 — Present · Irvine, CA, US
Collaborate with internal partners and consult with clients to assess and optimize cash management solutions aligned with business needs.•Led multiple Treasury Management Operational Reviews, analyzing pricing, service usage, and fraud prevention setups, identifying solutions that generated over $35k in estimated Sales Analyst pipeline revenue YTD.•Partnered with Treasury Management Consultant to achieve 2024 goal of $1.7 million, contributing to complex deal execution and client onboarding.•Maintained a clean and accurate pipeline. Led SIS SA team training on custom pipeline views, improving weekly pipeline management efficiency on the team.•Demonstrated leadership by mentoring newer SAs on SIS team through weekly sessions, driving stronger organizational and time management skills that enhanced mentee’s day to day productivity and efficiency.•Strengthened internal collaboration by launching a monthly Best Practices newsletter and leading monthly partnership calls, improving Line Partners knowledge on Implementation and TM product updates.•Supported complex client implementations involving Payment Manager, Lockbox, SafeVantage, and TM Services involving SAFE-Transmission.• Submitted WICE requests with a less than 1% withdrawal rate YTD.• Subject Matter Expert for 2025 Pricing Event.• GPL Academy graduated Master Star in April 2025.
Education
California State University-Fullerton
Bachelor of Arts (B.A.)
2007 — 2011
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