Chris Cordova

Experience

• 

  Wells Fargo

  Aug 2011 - Apr 2012

  Agent

  Performed in the top teller bracket with over 400 account sales Attained perfect scores on 10 out of 10 customer service and experience surveysHelped clients succeed financially by using bankers and investment team membersDeveloped personal relationships with clients to improve customer satisfaction

• 

  Gentle Ben's

  Jun 2012 - Jun 2013

  Assistant Manager

  Managed marketing and service performance to improve annual revenueImproved recognition by incorporating Greek Life and philanthropy events Attended weekly meetings with owners to collaborate on business improvementsSupervised 8 associates during service hours

• 

  Vanguard

  Jul 2013 - now

  Promoting Vanguard's broad array of products and services to prospects and clients for the purpose of winning new business.Innovating with different approaches to client acquisition and process improvements by working with Project Management, Technology and Corporate Strategy.Vanguard Personal Advisor Services(tm) Subject Expert Liaison.Guide clients in the asset consolidation process in the amounts of $100,000 to $5,000,000.Developed and implement team projects to improve performance measures. Show less Vanguard Personal Advisor Services(tm) Subject Expert LiaisonWorked with management, advisors, sales and PMO to implement new projectsWeekly meetings to discuss trends, competition, projects, and process efficienciesProvide enhanced financial guidance to determine appropriate portfolio allocationDeveloped and implement team projects for better performance measuresTop performer in active lead generationGuide clients in the asset consolidation process in the amounts of $100,000 to $1,000,000Maintained a book of business with an monthly average of 100 clients and $14,000,000 in monthly sales. Show less

  • UHNW Client Manager

    Jun 2022 - now

  • Supervisor - Relationship Management and Sales

    Nov 2020 - Jul 2022

  • Supervisor - Client Services and Operations

    Jan 2019 - Nov 2020

  • Supervisor - Business Development Group

    Dec 2016 - Jan 2019

  • Sales Consultant - Innovation Team

    Dec 2015 - Dec 2016

  • Investment Consultant

    Sept 2014 - Dec 2015

  • Investment Specialist

    Jul 2013 - Sept 2014
• 

  Tierra Antigua Realty

  Aug 2016 - now

  Realtor

  Provide support, guidance and representation for clients through real estate transactions. Lead the CordovaTeam in attracting new business by using different marketing channels such as social media, blog posts and vlogs.