Matthew Millahn

FAQ About Matthew Millahn

• What is Matthew Millahn's address?

  Matthew Millahn is located at
  New York, New York, United States

• What is Matthew Millahn's job title?

  Matthew Millahn is a
  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE. -Assists financial advisors managing daily operations -Schedules reviews with clients to identify new opportunities -Partners with team prepping client financial reviews -Trades equity and fixed income positions based on client reviews. -Responsibilities include achieving aggressive sales goals and providing high quality customer service - Job includes but not limited to the following: Selling financial products (ex. Credit Cards, CD's IRA's, Loans) -Opening deposit accounts -Graduated from Bank of America's Signature Program -Recognizing and referring cross-sell opportunities -Exceeded sales goal first quarter as Personal Banker -Interviewing and processing consumer loan/credit line requests for customers -Represented banking at local offsite events to recruit new customers -Exceeded teller referral goal by averaging 125% of goal from 2007-2010 as a teller and Sales and Service Specialist. -Partners with Premier Relationship Advisor to identify new prospects and grow existing book of business -Proactively assists clients with inquiries related to their investment portfolio -Demonstrates strong compliance and operational standards. -Series 7 Registered -Series 66 Registered -Developed investment strategies and communicated ideas to build investment portfolios suitable for individual or small business clients -Effectively sourced new business prospects through different client acquisition techniques. Wells Fargo Advisors

• What industry does Matthew Millahn currently work in?

  Matthew Millahn currently works in the
  Wells Fargo Advisors

• What is Matthew Millahn's area of expertise?

  Matthew Millahn specializes in
  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE. -Assists financial advisors managing daily operations -Schedules reviews with clients to identify new opportunities -Partners with team prepping client financial reviews -Trades equity and fixed income positions based on client reviews. -Responsibilities include achieving aggressive sales goals and providing high quality customer service - Job includes but not limited to the following: Selling financial products (ex. Credit Cards, CD's IRA's, Loans) -Opening deposit accounts -Graduated from Bank of America's Signature Program -Recognizing and referring cross-sell opportunities -Exceeded sales goal first quarter as Personal Banker -Interviewing and processing consumer loan/credit line requests for customers -Represented banking at local offsite events to recruit new customers -Exceeded teller referral goal by averaging 125% of goal from 2007-2010 as a teller and Sales and Service Specialist. -Partners with Premier Relationship Advisor to identify new prospects and grow existing book of business -Proactively assists clients with inquiries related to their investment portfolio -Demonstrates strong compliance and operational standards. -Series 7 Registered -Series 66 Registered -Developed investment strategies and communicated ideas to build investment portfolios suitable for individual or small business clients -Effectively sourced new business prospects through different client acquisition techniques.

• Which languages does Matthew Millahn speak? 

  Matthew Millahn speaks the following languages:
  No languages available.

• Which industries has Matthew Millahn previously worked in?   

  Matthew Millahn has prior experience in the following industries:
  Wells Fargo Advisors , Bleakley Financial Group , HSBC Securities , Wells Fargo Bank, N.A. , Morgan Stanley , Bank of America

• What is Matthew Millahn’s work experience?  

  Matthew Millahn has the following professional experience:
  Wells Fargo Advisors , Bleakley Financial Group , HSBC Securities , Wells Fargo Bank, N.A. , Morgan Stanley , Bank of America .

• How can I find Matthew Millahn on LinkedIn?  

  You can view Matthew Millahn’s
  LinkedIn profile at LinkedIn URL.

• What are Matthew Millahn’s work email addresses?  

  Matthew Millahn’s work email addresses are
  [email protected] .

• What company does Matthew Millahn work for?  

  Matthew Millahn works at
  Wells Fargo Advisors