Banking, Insurance & Payroll

April 18th from 11am to 1pm

BANKING

Stephane Vuong Nguyen

Stephane Nguyen is a Business Relationship Manager for Wells Fargo BBG North Houston Team since 2013.
He manage and grow a portfolio of clients with sales between $5 million up to $25 million.

 

Session’s highlights:
  • Wells Fargo Today
  • WF Business Banking
  • Managing credit for business success
  • Preparing to apply for financing
  • Choosing the most appropriate financing option
  • Discovering alternative financing opportunities
  • Finding free educational resources

INSURANCE

Lina Alvarado

Lina Alvarado is a Business Development Officer for Wells Fargo Insurance Services. She supports the Business Banking Group in the Houston North Region. Lina serves as a point of contact for Relationship Managers to best position a team to take care of clients’ needs for both Employee Benefits and Property & Casualty insurance.

 

Session’s highlights:
  • Who is Wells Fargo Insurance?
  • Insurance Lines of Coverage
  • Property & Casualty and Employee Benefits overview
  • Triggers for an insurance review
  • Insurance is more than quoting

 

Register now

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