Stephen Torres

About Stephen Torres

I have many goals and objectives. What separates me from other candidates is the drive…

Experience

1. Assistant Vice President Wealth Management Banking Specialist

   Merrill Lynch

   Jul 2020 — Present · New York, NY, US

   Supervise and lead a team of 8 Banking Specialists in meeting monthly and annual sales goals. • Strategize and create plans to capture client\'s outside assets and accounts. • Build strong relationships with colleagues, partners and higher executives by fostering partnerships, and collaboration with other Lines of Businesses to provide a better white glove service for high net worth clients. • Organize and analyze reports via Client Relationship Management (CRM) Tool (Salesforce), Tableau and Micro-strategy to uncover various opportunities, and achieve firm\'s metics. • Demonstrate strong time management and scheduling skills by organizing tasks and projects to be completed by importance/deadlines and delegating to coworkers if needed. • Present on Line of Business National Calls on way to drive sales, uncover new opportunities through various strategies and reports and how to have productive reviews with Financial Advisory teams on their book of business. • Onboard, train and mentor new specialists during the probationary period, and ensure they have understand of the tools and resources to be successful in their positions. • Collaborate and partner with team on various problem solving objectives and share best practices and recognition.

Education

• City University of New York-College of Staten Island

  Bachelor's Degree, Cinematography and Film/Video Production

  2010 — 2015