Crystal Roseberry

Experience

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  Wells Fargo

  Dec 2000 - Aug 2008

  • With another broker, opened up the Silicon Valley fixed income institutional office• Partnered with over 80 local branches and the commercial bank to grow business• Hosted numerous events and filled event seats with high quality prospectsKey accomplishments: brought in $800MM of fixed income investments with 112 new clients and managed the portfolio, receiving Partner of the Year award from the San Jose Commercial Bank and annual Phenom Award from Institutional Brokerage • Brought in over $500k of revenue in the first 12 months after training• Grew a small portfolio of commercial banking clients• Eight-hour Accounting Exam, followed by eight months of in-depth credit trainingKey accomplishment: took an initial portfolio of small accounts and grew revenue 10x the original amount

  • Vice President, Fixed Income Institutional Brokerage

    Apr 2003 - Aug 2008

  • AVP / Commercial Relationship Manager

    Dec 2000 - Mar 2003
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  Bank of the West

  Jun 2009 - Mar 2012

  Vice President, Business Development

  • Created a successful marketing and cold calling drop-by plan that brought in three large new clients the first year• Worked closely with 12 Relationship Managers and 3 District Managers to bring in new clients throughout the Bay Area – East Bay, San Francisco, Silicon Valley• Filled intimate client/prospect luncheons the CEO hosted with guest speakers• For a private event at the Legion of Honor, brought in 60 prospective clientsKey accomplishments: brought in over $100MM in investments and numerous new private banking clients while consistently bringing in new commercial banking clients with annual revenues between $5MM and $100MM, always maximizing annual bonuses Show less

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  California Bank & Trust

  Apr 2012 - Dec 2012

  Vice President, Relationship Banker IV

  • Prospected for and booked new clients• Introduced new referral sources to the bankKey accomplishment: started the ball rolling on a $90MM bond for The Exploratorium which booked after moving to City National Bank

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  City National Bank

  Dec 2012 - May 2016

  Vice President, Business Development

  • Consistently exceeded revenue generation by bringing in new clients and cross-selling other bank services• Created and taught Business Development classes to Relationship Managers• Put together successful events that commingled clients and prospects Key accomplishments: Top of the Ladder award and third out of 12 Business Development VPs in annual revenue, including bringing in a large deal the bank had chased for 10 years

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  Merrill Lynch

  Oct 2017 - Jun 2019

  Financial Advisor

  • Brought in significant new clients with complex financial plans including moving current investments from elsewhere, rebalancing portfolios based on varying risk appetites and times to retirement• Cross-sold trusts and mortgages, reviewed partnership contracts, and partnered with vendors to offer tailored insuranceKey accomplishments: passed Series 7, 66 and Insurance exams quickly and booked high quality clients with help from a team 50 miles away, while lasting over a year longer than other hires due to sales successes Show less

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  Edward Jones

  Sept 2019 - Nov 2019

  Financial Advisor
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  Prudential Financial

  Feb 2020 - Oct 2020

  Financial Advisor

  • Sold intergenerational financial plans to families• Sold both simple and complex insurance policiesKey accomplishment: despite Covid closing Bay Area offices and local managers leaving, booked new business by sheer determination and asking others nationwide for assistance

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  Cooper, White & Cooper LLP

  Oct 2020 - Aug 2022

  Legal Assistant

  • Handled complex legal documents for construction, real estate loans, leases and subleases, contractors, floor plans and blueprints, all including myriad changes• For business clients, worked on family trust documents including deeds, certifications, property splits, state filings of originals for recording, and perform notary function• Juggled workload for three senior partners with strict deadlines, interfacing with C-Level clients frequently on their behalfKey accomplishments: meticulous legal documents, overhauled desk processes for three attorneys, organized/filed 10 feet of unfiled docs, with desk running smoothly up-to-the-minute Show less

• 

  Mechanics Bank

  Oct 2022 - Feb 2024

  Business Development Officer

  Brought in $82 million of credit opportunities and $23 million of deposit opportunities plus treasury management relationships during my tenure.

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  Crystal Roseberry “Relaxation Enterprises”

  Feb 2024 - now

  Time off, then starting at Fidelity Investments 01/2025