Trent Whalan
International Treasury Management @Wells Fargo
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WORK HISTORY
International Treasury Management @Wells Fargo
Position International Treasury Management and Working Capital SolutionsNationwide Coverage of the Large Corporate Client segmentsClient coverage spans multiple industry verticalsPartner with internal deal teams across Corporate Banking, Investment Banking & Capital Markets, Foreign Exchange, Trade Finance, Domestic Treasury Management
EDUCATION
University of Technology Sydney
BA
SKILLS
ABOUT TRENT WHALAN
Financial professional with expertise in the delivery of transaction banking solutions. Core execution in sales and relationship management delivering incremental revenue gains from existing and targeted prospect clients. Understands the client’s business environment, strategy and industry to provide the best solutions and enhance their operating environment. Diverse geographic client coverage across America’s, Europe and Asia regions, with experience in both developing and developed markets. Active coverage of Corporate, Financial Institutions and Non-Bank Financial Institutions client segments.• Treasury Management Sales specialist• Consultative sales approach to define need and position targeted solutions• Executes across global geographies and cultures• Develops multi-layered client relationships• Disciplined focus on profitability and risk mitigation• Acquires new clients and maximizes share of wallet from the portfolio• Extensive presentation experience and industry forum representation• Excels in both individual contributor and leadership roles• Partners across internal divisions and business lines• Regulatory accreditation• Delivers cross-product client solutions engaging multiple lines of business• Ensures client retention and satisfaction through diligent post sales follow-up• Rapidly grasps technical concepts and translates into user friendly terminology
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