As the Business Advising & Curriculum Manager, I oversaw a comprehensive statewide business advising program across 10 diverse markets. My role involved managing a team of business advisors in these markets, ensuring they were equipped to deliver high-quality support and guidance to clients. I was responsible for developing and refining the curriculum used in various settings, including 1-on-1 advising sessions, workshops, accelerator programs, and certificate programs.My work ensured… Show more As the Business Advising & Curriculum Manager, I oversaw a comprehensive statewide business advising program across 10 diverse markets. My role involved managing a team of business advisors in these markets, ensuring they were equipped to deliver high-quality support and guidance to clients. I was responsible for developing and refining the curriculum used in various settings, including 1-on-1 advising sessions, workshops, accelerator programs, and certificate programs.My work ensured that our advising and educational offerings were consistent, impactful, and aligned with the needs of businesses in each market. Through strategic leadership and curriculum development, I drove the success of our clients and supported the growth of the broader business community across the state. Show less

As a Small Business Banker, I managed a diverse portfolio of 500 small to medium-sized businesses (SMBs), providing tailored financial solutions and strategic planning advice to support their growth and operational needs. My role centered on building strong, long-term relationships with clients, understanding their unique business challenges, and offering personalized guidance on a range of financial products, including deposit accounts, funding options, and general account management.I… Show more As a Small Business Banker, I managed a diverse portfolio of 500 small to medium-sized businesses (SMBs), providing tailored financial solutions and strategic planning advice to support their growth and operational needs. My role centered on building strong, long-term relationships with clients, understanding their unique business challenges, and offering personalized guidance on a range of financial products, including deposit accounts, funding options, and general account management.I worked closely with each business to assess their financial health and develop strategies that aligned with their goals, whether it was optimizing cash flow, securing financing for expansion, or improving overall financial efficiency. My ability to deliver customized financial advice and support helped my clients navigate the complexities of business banking, ultimately contributing to their sustained success and growth. Show less

In this dynamic role, I was entrusted with the overall creation and execution of the company’s business plan, ensuring that strategic objectives were met while efficiently managing day-to-day operations. My responsibilities included building and nurturing strong relationships with both new and existing clients, which were vital for the continued growth and success of the business.I also oversaw the company’s financial health through meticulous bookkeeping, guaranteeing an accurate and… Show more In this dynamic role, I was entrusted with the overall creation and execution of the company’s business plan, ensuring that strategic objectives were met while efficiently managing day-to-day operations. My responsibilities included building and nurturing strong relationships with both new and existing clients, which were vital for the continued growth and success of the business.I also oversaw the company’s financial health through meticulous bookkeeping, guaranteeing an accurate and up-to-date financial picture. This role involved generating comprehensive financial reports on a monthly, quarterly, and year-end basis, which were critical for informed decision-making and long-term planning.In addition to financial management, I was actively involved in creating and executing impactful live events, as well as developing marketing and advertising campaigns that drove brand visibility and engagement. My leadership extended to hosting monthly leadership meetings, where I collaborated with key stakeholders to ensure alignment on strategic initiatives and foster a cohesive, forward-thinking organizational culture.This multifaceted role leveraged my expertise in business strategy, client relationship management, financial oversight, and leadership to drive the company’s success. Show less