Maleknaz handles client communication and marketing on our team. She is responsible for implementing our service model and helps our team formulate and execute our marketing strategy, as well as all client communication.
Maleknaz has been with Wells Fargo & Co. since 2005 and joined us from Wells Fargo Bank in 2013. In her role with the Bank, Maleknaz interacted frequently with high net worth clients to help profile and identify client retention issues as well as potential new business opportunities across multiple product lines. She was successful at identifying financial needs while servicing high net worth clients and was able to construct appropriate strategies to ensure client financial goals and retention were addressed. She holds a Bachelor of Science Degree in Finance and a Bachelor of Science Degree in Management from George Mason University.
Maleknaz currently holds her Series 7 and 66 FINRA securities registrations, as well as Annuity, Life and Health Insurance licenses.