Eddy Moran

Background

About Eddy Moran

I am a financial services and operations professional with extensive experience in banking, client consulting, and corporate account management. Over the course of my career, I have developed a strong foundation in strengthening client relationships, optimizing financial processes, and delivering solutions that support both client and organizational success. In my current role as a Bank Documentation Coordinator at Sony, I focus on global account administration, compliance and documentation management, and treasury support. My work involves streamlining onboarding processes, maintaining accurate records, and supporting internal controls that enhance financial operations. Previously, I served in various roles at Bank of America and Wells Fargo, where I specialized in business banking, small business consulting, and merchant services. I collaborated with executives to develop new business, provided consultative guidance on credit and lending options, and built long-term client partnerships. My experience also includes coaching and mentoring team members, analyzing financial data, and delivering tailored solutions that foster growth and retention. I bring a consultative approach to every role, combining financial insight with relationship management to help businesses and individuals achieve their goals while ensuring operational integrity.