High-impact financial professional with a strong ability to identify opportunities and execute plans to support corporate
growth objectives and initiatives. Savvy and skilled with 9 years of comprehensive banking/investment expertise. Prooven
track record of successfully acquiring high value clients and developing customized financial strategies to meet their
needs while deepening relationships with existing clients in assigned portfolio.
FINRA Series 7 License , Series 63, Series 65 ,Accident Life Health , and Long Term care insurance licensed.
Originated over $ 8 million yearly in personal volume through professional networking, loan reviews and marketing.
Exceeded sales goals in 2014-2015.
Recognized by peers and top management as the go to person for mentoring new hires and getting feedback on role
Ranked among the top 5% of top performers in current role at Santander Bank.
Motivated team members and associates to engage in initiatives and execute training on day to day basis resulting in
achieving and exceeding goals quarter after quarter.
Premier Banker11/2013 to Current Santander BankChelmsford, MA
Manages a portfolio of Mass Affluent customers with responsibility to deepen, retain, and improve the profitability of
Leverages lead sources to supplement weekly outreach efforts Outreach efforts will include but not limited to lead lists,
internal and external referrals, prospecting, and referrals from centers-of-influence.
Conducts customer appointments and engages in customer conversations following a prescribed sales process
designed to effectively uncover customer needs and provide relevant customer solutions.
Reviews customer needs to pro-actively recommend and sell products or services to the customer and responds to all
customer service inquiries and concerns to provide solutions
Cross-sells all of Santander products & services including Deposit, Credit, Investment and Insurance products through
outreach and appointment banking
Develops and maintains relationships with business partners to increase cross-sell opportunities and achieve sales
Financial Advisor Associate02/2012 to 02/2013 Morgan StanleyPortsmouth, NH
Provided a high level of individualized, comprehensive brokerage financial services and investment strategies to clients.
Prospected, networked and acquired clients through various methods and strategies.Applied
marketing initiatives including website maintenance, print ads and client prospects mailings.
Consulted with clients on investment strategies based on their individual financial and investment objectives.
Balanced management of referral activities, customer follow-ups and administrative tasks.
Analyzed economic trends and apply to analysis of individual client needs.
Personal Banker07/2009 to 04/2011 Bank of AmericaMethuen, MA
Sold financial products and services (i.e.
Credit Cards, CDs, Loans) to both consumer and small business customers.
Built and deepened relationships by uncovering financial needs, and recommending the best products, services and
solutions to meet those needs.
Partnered with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage
and investment needs.
Managed risk in every business, product, and service transaction Executed sales and service
plays and processes.
Won numerous market and sales awards: continuously exceed sales goals.
Assistant Manager03/2003 to 10/2007 Cedar's A., IncSalem, NH
Effectively supervised 7-15 employees daily while monitoring sales floor and serving clients
Recommended merchandise based on customer needs.Operated a cash register to process cash, check and credit card
Assisted in recruiting and raining new staff.Trained staff to deliver outstanding customer service.
Analyzed marketing information and translated it into strategic plans.
Bachelor of Science: Hospitality Management2008Southern New Hampshire UniversityManchester, NH, USAHospitality Management
Associate of Science: Hotel&Resort Management2003Oxnard College / Ventura County Community CollegeOxnard, CA, USAHotel&Resort Management