Janice M. Del Fiacco - Professional Experience
Bank
of San Francisco, San Francisco, CA
First Vice President, Manager, Asset Management & Trust Division
1990-1995
- Managed
business development and administration for clients
with average portfolio size of $1M. Clients included affluent individuals, retirement plans, and foundations - Consulted
closely with 30 major clients to identify suitable
investment strategies, including selection of investment
managers. Worked with an investment consultant to create
an investment management program with a multi-manager
approach - Contributed
significantly to startup of the division by designing
and implementing marketing strategies to increase asset base - Conducted
quarterly seminars on trust and investment services
for clients, prospects, professional associations, foundations,
and civic groups - Founded
Bank of San Francisco Women and Finance
Advisory Board that increased new business and enhanced
the bank's image
Bank
of the West, San Jose, CA
Vice President, Trust & Financial Services Division
1986-1990
Implemented a marketing program that developed personal trust business and employee benefit trusts throughout the branch network in the Greater Bay Area.
- Collaborated
with financial intermediaries e.g., attorneys,
CPAs, and investment advisors
on behalf of affluent clients and pension accounts - Introduced
new IRA that used mutual funds, providing more
attractive options for clients - Sold 401(k) plan administration, custody, and investment management, as well as services for pension and profit-sharing plans
www.janicedelfiacco.com
Copyright 2001-2003 Janice M. Del Fiacco Company, Inc. All rights reserved.
