Accomplished Executive with demonstrated ability to build and maintain strong, trustworthy relationships with all types of individuals while delivering outstanding client service.
Successfully managed a high net worth team of investment sales professionals for 12 years, generating on average $200 million of assets under management and $3 million in new fee revenue each year.
Promoted to Senior Vice President with a major financial institution after 8 years of service.
Successfully identified and transitioned a large segment of retail banking clients that were sold to a new financial institution.
Recipient of the Mellon Trust Leadership award in 1996, recognizing excellence in management, leadership and high ethical standards.
Started a new jumbo mortgage sales operation in Pittsburgh for a major financial institution, generating more than $100 million in sales within three years.
Relocated to Michigan to manage a new jumbo mortgage operation for one of the largest banks in the country with sales in excess of $90 million per year.
Top producer for three consecutive years in mortgage originations/sales among 200 sales officers in the country.
Chaired the Personnel Committee for a non profit organization with a $3 million annual budget and helped hire and transition two new executive directors.
President of Phi Gamma Delta Fraternity
Football Team: 4 year letterman and Captain
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