Performance driven insightful financial professional with 22 years of experience in banking, customized credit, investment management and implementing wealth planning strategies for high net worth individuals. My collaborative management style focuses on building long-term client relationships by identifying specific client needs, solving for short and long range goals, determining client risk tolerance, and then executing goals through client education, cash management, credit strategies, investment allocation, and comprehensive financial planning.
Specialize in the strategic management of high net worth clients focusing on first generational wealth including professional athletes, entrepreneurs, and corporate executives. Serve as trusted client advocate to existing clients by providing complex solutions through an integrated delivery of investment management, custom credit, depository services, financial planning, risk management, wealth transfer, and family office services. Partner and develop strategic relationships with an internal and external network of contacts for new client acquisition.
Served as liason between the Private Bank and other lines of business creating a successful referral network between the Private Bank, Premier Bank, Commerical Bank and Small Business Banking. Served as a General Banking Consultant to over 19 Private Bank teams and provided teams with client research and new lead generation.
Responsible for leading, managing and coaching a team of sales and service associates to exceed sales goals and achieve operational excellence.
Expand customer relationships through new accounts, loans, investments and customer service.
Highly skilled in all teller functions including paying and receiving, foreign exchange and wire transfer while managing up to 10 teller associates in their daily teller activities.
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