1. Paul B. Hanbury, M.B.A.
11305 Abbots Cross Ln. Glen Allen, VA 23059 (804) 840-1329 phanbury31@gmail.com
Marketing/Business Administration
Business Administration Mutual Funds Public Relations
Banking & Sales Customer Relations Asset Movement
Proven success working effectively in bank management, sales environments, asset movement and mutual fund share
class conversions both individually and as a team member. Recognized for outstanding breadth and depth in leadership, in
management and providing highly professional and exceptional customer service and sales skills. Established highly
defined problem solving and public and customer relations skills as well as priority setting with a broad understanding of
management and regulatory requirements and financial procedures and regulations.
EXPERIENCE & ACCOMPLISHMENTS
Securities Operations Service Specialist III, Wells Fargo & Co. October 2014-present. Responsible for asset
movement in and out of brokerage accounts including account transfers, journal of cash and shares between accounts,
direct registration system deposits and withdrawals as well as IRA distributions and contributions. Work with team
members and licensed representatives to process said transactions within a short service level agreement. Recognized for
priority setting and excellent time management skills.
One offewemployees selected to participate in program sponsored by company’s Enterprise Patent Office after
scoring among the highest across the company on their innovative thinking tests. Purpose of program is to grow their
intellectual capacity by engaging their most talented thinkers.
Securities Operations Service Specialist II, Wells Fargo & Co. 2013–2014. Through the Wisdom System, received
share class conversions and saw them through the complete process from initiation to exception and confirmation by using
BETA, Surpas and BPM. Worked on both an individual and team basis collaborating with fellow teammates throughout
the conversion process.
Sales Representative, Packaging Corporation of America 2012–2013. Prepared and submitted sales presentations to
both existing and potential customers; developed personal relationships with customers for long term customer relations.
Worked as a team to produce sales pitches based on each potential client and collaborated to decide the best business
approach to take in order to obtain the business.
Athletic Department Intern, University of Southern Mississippi, Hattiesburg, MS, 2009- 2010.
Part time internship while in graduate school focusing on compliance and marketing.
Office Manager – National City Bank, Boca Raton, FL, 2008- 2009.
Recognized as “Top Office Manager” by recording the highest cross-sale ratio in southern Florida. Office ranked
last in southern Florida in cross-sale ratio because employees were not well versed in the products offered. Promoted to
Office Manager to turn sales around. Through team meetings where employees researched and conducted product
presentations, accompanied by an incentive program for employees with the highest monthly cross-sale ratio, our office
finished second in the district in cross sales.
Ranked in the top 25 in the company for loans and lines of credit for the first three quarters of 2008.
Managed sales,service and operational performance of a branch banking office by setting individual and team goals.
Created and implemented plans for achieving goals. Managed everyday operations, supervised employees, monitored
customer satisfaction, and ensured that all sales goals were not only met but exceeded.
Consumer Banking Specialist—National City Bank, Boca Raton, FL, 2007 –2008.
EDUCATION
William Carey University, Hattiesburg, MS, Master of Business Administration, 2011.
University of Southern Mississippi, Hattiesburg, MS, Bachelors of Science in Business Administration, 2007.
Study Abroad, Marketing Business Studies at Kings College, England, Summer, 2006.