Well balanced and highly-accomplished professional with over 14 years progressive experience in banking and finance. ability to deliver highly complex credit and deposit solutions to high net worth individuals.
Cultivate and manage new and existing client relationships of high-net worth individuals and their related businesses. Conceptualize customized financial plans for clients based on results of comprehensive needs assessments. Recommend an array of services, including investment management/estate planning, credit and consumer banking products. Continually expand referral network contact with various internal business partners and external centers of influence
-Maintained client retention goal of 99.9% while increasing the number of profitable clients by more than 15% year or year.
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