We are leading the way in employee well-being and mental health by building the most affordable and accessible end-to-end solution for cultural transformation, mental well-being, and human guided care including behavioral health coaching, therapy, and psychiatry and employee assistance services to support the full mental health journey of a workforce.

- Performed financial analysis and authored earnings reports on 50+ accounts on a quarterly basis- Underwrote over 800 bid bond requests, which resulted in supporting over $250 million in construction projects- Managed 3 of the branch’s largest accounts on my own, with each one generating over $50 million in sales per year- Led annual meetings with the leadership groups of my accounts to discuss year-end results and future projections

- Assisted in monitoring the credit condition of 25 banks that had a fed funds relationship with Whitney Bank- Prepared 20+ credit analysis excel models using summaries of financial information included within annual reports- Collaborated with the lending department to assign the related banks a credit rating