Zeyn Desai

Experience

• 

  Merrill Lynch

  Jul 1996 - Oct 2002

  Financial Advisor

  I built a book of investment business from $0 to $25 million through outbound phone calls, public seminars, and referrals from clients and centers of influence.

• 

  Bank of America

  Oct 2002 - Jan 2009

  I built and managed a portfolio of 355 mass affluent clients totaling $130,000,000 in deposit assets, investments, and loans by providing high touch, personalized service. Through a disciplined sales and service model, I advised high net worth individuals, families, and businesses on portfolio allocation and management to achieve short- and long-term financial goals.

  • Client Manager

    May 2005 - Jan 2009

  • Financial Advisor

    Oct 2002 - May 2005
• 

  PNC

  Mar 2009 - Jul 2019

  I inspire and motivate a team of FINRA licensed professionals based in high value retail branches to drive increased investment revenue by developing their acumen in becoming familiarized on all aspects of client financial lives through comprehensive, needs-based conversations. As internal wholesaler, drove referral process and sales partnership between the Retail Bank and Wealth Management Team. I grew relationship balances, along with banking and investment revenue both internally and externally with mass affluent and wealthy clients. My results were consistently among the best within PNC.

  • Private Client Group Program Manager

    Apr 2017 - Jul 2019

  • Vice President Financial Specialist Team Manager

    Jun 2013 - Apr 2017

  • Vice President of Wealth Management, Channel Development Advisor

    Jun 2012 - Jun 2013

  • Assistant Vice President, Senior Relationship Manager

    Mar 2009 - May 2012
• 

  T. Rowe Price

  Jul 2019 - now

  Lead Manager Client Engagement