I am experienced in Business Development, Lending, Investment Management, Management and Team Building. I am creative at integrating strategies to develop new and existing client sales. I have strong and persuasive interpersonal skills with demonstrated strategic thinking and team building competencies with progressive experience developing strategies and collaborating with high performance teams to enhance sales and operations. Adept at cultivating partnerships and building lasting relationships.
FINRA Series 7 License
Exceptional sales skills
Strong problem-solving capabilities
Energetic and proactive
Excellent work ethic
Strong interpersonal skills
VP/Business Development Specialist, 09/2013 to 10/2016 UBS Financial Services, Inc. – Lexington, KY 40502
Assigned tasks to associates, staffed projects, tracked progress and updated managers, partners and clients as necessary.
Spearheaded expansion and development initiatives in Lexington and surrounding counties including Pike County.
Developed new business opportunities by calling on established client base moving over an estimated $25M-$30M which doesn't include outstanding opportunities identified.
Called on professional partners (CPA's/Attorneys) to create a referral source.
Passed the General Securities Representative Exam (GSRE) AKA Series 7.
Networked by attending local events i.e. Business Link, Commerce Lexington Events, TOPS Preview Monthly event, etc.
VP/Private Banker, 09/2003 to 09/2013 Fifth Third Bank – Lexington, KY 40507
Planned business development calls and created leads working with team members to secure new banking relationships with high-net worth clients.
Work to develop relationships, then provide banking services such as personal cash management, secured and unsecured credit, investment management and interest services.
Profiled and analyzed clients needs to develop customized financial strategies for clients' financial goals.
Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
Vice President/Retail Banking Officer, 09/1987 to 09/2003 Central Bank & Trust Co. – Lexington, Kentucky 40507
Responsible for managing up to 11 direct reports, auditing, annual budgets, employee reviews, lending, involved in hiring, and investment referrals.
Opened the Palomar Banking Center in 1990 which grew to be the largest banking center location. I was there 13 years, my branch kicked off Central Investment Center and Central Bank Mortgage Divisions.
Recognized as Officer of the Year with numerous award recognitions.
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Companies Worked For:
UBS Financial Services, Inc.
Fifth Third Bank
Central Bank & Trust Co.
Job Titles Held:
VP/Business Development Specialist
Vice President/Retail Banking Officer
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