Danny Hubert
Analyst at Wells Fargo
- Role
- Wim Operations Analyst - Account Opening & Maintenance at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Danny Hubert
Student at Lehigh University pursuing a Bachelor\'s Degree of Science in Business and…
Experience
Wim Operations Analyst - Account Opening & Maintenance
Jul 2024 — Present · Charlotte, NC, US
Performed routine and complex account maintenance tasks, including updating client information, handling account inquiries, and resolving discrepancies in a timely manner and in adherence to company and government standards. Collaborated with cross-functional teams to streamline processes, mitigate risks, and ensure compliance with regulatory standards, resulting in improved operational performance. Identified gaps and inefficiencies in the account opening and maintenance department to optimize and enhance the process for financial advisors and client associates to make account updates for their clients. Selected as an Analyst as part of the COO Operations Development Program starting in July 2024; participated in skills and knowledge growth activities along with a cohort of 125 other incoming analysts.
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