Asacia Brown-Poullard
Relationship Banker @Wells Fargo
Nashville, TN, US
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WORK HISTORY
Jul 2024 — Present
Relationship Banker @Wells Fargo
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Nashville, TN, US
Prepared comprehensive financial overviews for clients with accounts over $200k, aligning product recommendations with their long-term goals. • Conducted in-depth customer needs assessments to deliver tailored solutions utilizing Wells Fargo\'s diverse financial products. • Maintained full regulatory compliance while successfully cross-selling investment accounts, consistently meeting KPIs and sales targets.
ABOUT ASACIA BROWN-POULLARD
Finance professional with FINRA Series 6, 63, SIE, and Life Insurance licenses and a…
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