Entrepreneurial sales leadership, operational leadership, digital and print marketing, outbound sales, business to business, consumer, mid market, ultra high net worth, mass-affluent. Investments, money management and financial planning with ongoing one-on-one client relationships. Series 7, Series 66, California Insurance Licenses held. Transitioned to private practice and was ranked as one of the most successful advisors among new private advisors for the firm’s financial… Show more Entrepreneurial sales leadership, operational leadership, digital and print marketing, outbound sales, business to business, consumer, mid market, ultra high net worth, mass-affluent. Investments, money management and financial planning with ongoing one-on-one client relationships. Series 7, Series 66, California Insurance Licenses held. Transitioned to private practice and was ranked as one of the most successful advisors among new private advisors for the firm’s financial planning space in 2020. Show less

Partnered with and trained, coached Bank of America consumer financial center team on site to become their best self with regard to sales performance in consumer product solutions and referring customers to the Wealth Management channel. Led financial center team meetings weekly. Partnered with and built relationships with the financial center manager and specialists including small business banking, home loan officers, and merchant services officers. Investment, money management and financial… Show more Partnered with and trained, coached Bank of America consumer financial center team on site to become their best self with regard to sales performance in consumer product solutions and referring customers to the Wealth Management channel. Led financial center team meetings weekly. Partnered with and built relationships with the financial center manager and specialists including small business banking, home loan officers, and merchant services officers. Investment, money management and financial planning with ongoing one-on-one client relationship management.Graduate of the industry-leading advisor training program, Practice Management Development (PMD Program). NMLS Mortgage Origination license held. Ranked #55 in the United States among similarly-tenured financial advisors and #1 overall in the Sacramento office in 2018 for “net new assets acquired”. Awarded 2018 Five Star Wealth Manager Award. Show less

Led banking teams of two customer-facing financial centers. Responsible for hiring and recruiting financial center staff, sales and operations management and overall customer satisfaction and problem resolution. I owned financial center operations and took two centers from a “fail” to a 100% perfect internal audit score before leaving my post.

Responsible for account opening and home equity line of credit application processing, referrals to other financialprofessionals including mortgage, small business banking, payroll processing, and financial advisors. Exceeded quarterly sales goals and managed performance to goals daily.

Featured in a nationally-distributed consumer banking associate video on financial center success. Cross trained on new account opening procedures and platform support.

Served in a very high-volume banking center with 12 other tellers – about 500 personal customer transactions per day each. Responsible for consumer and small business banking deposits, withdrawals, transfers, tax payments, sales referrals to platform associates, problem resolution, operational excellence, product knowledge. Recognized as “Central Valley Top Talent” teller in 2006 and the #1 referring teller in the Central Valley Market out of 70 banking center teller teams. Cross… Show more Served in a very high-volume banking center with 12 other tellers – about 500 personal customer transactions per day each. Responsible for consumer and small business banking deposits, withdrawals, transfers, tax payments, sales referrals to platform associates, problem resolution, operational excellence, product knowledge. Recognized as “Central Valley Top Talent” teller in 2006 and the #1 referring teller in the Central Valley Market out of 70 banking center teller teams. Cross trained on lobby leadership and financial center operations management. Show less

Supported Minority Leader Dave Cogdill’s Capitol office, researched and audited budget for California’s Department of Fish and Wildlife

Supported Congressman George Radanovich’s Capitol Hill office, led tours of the United States Capitol building for constituents on behalf of the Congressman, responded to constituent email and written inquiries.

Served as Floor Page for MD Republican Senator Richard F. Colburn