Tod Myerscough: Founder/Owner in Irvine, CA

Owner and founder of start-up apparel company focusing on men's California lifestyle clothing. Developed brand strategy and manage creative process.

Actively managed a client book. Recommended banking and investment products and services based on client needs. Delivered a team-based approach in conjunction with investment advisor, small business banker, and mortgage banker. Profiled clients to identify opportunities to attract new assets. Worked with internal business partners to cross-market and promote other financial services and products. Two-time recipient of National Sales Training MVP award.

Raised over $8MM in new assets and exceeded quarterly production goals in first year of production. Identified and cultivated prospective clients and market investment and banking services in the community. Evaluated the client's financial situation and identified investment objectives through a comprehensive and customized wealth management process. Recommended appropriate solutions and monitored portfolios for economic changes and adjustments in the client's needs and objectives. Developed and executed on personal business and market plans, including educational seminars, client events, and face-to-face networking in the community. Actively participated in the training and development curriculum to continually improve marketing and financial planning skills and knowledge base. Provided personal client service and support.

Investment consultant in an investment advisory firm specializing in alternative investments (AI), including hedge funds, real estate, and private placements. Responsible for business development, management, and compliance issues. Raised approximately $15M for hedge fund, real estate, and private placement programs. Helped raise capital for, and manage, a $4M hedge fund. Analyzed financial information to determine strategies, products, and services to help clients meet their investment objectives. Provided information and education to clients about the purpose and details of alternative investment products and financial planning strategies. Created an active calling program for new clients and cultivate new business opportunities through participation in civic and community affairs and professional organizations. Managed compliance and regulatory issues.

Managed a premier portfolio of upper mass affluent household banking customers. Consulted with clients regarding personal financial needs and solutions. Proactively recommended financial services, including community banking products, private banking deposit and credit products, and investments. Gained new customers through outbound calls, community networking, and referrals. Identified cross-sell opportunities for clients and coordinated with Wells Fargo partners to evaluate those opportunities. Prepared loan applications for processing and underwriting. Monitored changing needs and recommends strategies that utilized company products and services. Kept informed of changing market conditions in order to properly manage relationships with clients. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve sales standards.