- Provided private banking, investment management and estate planning services.- Received revenue awards in 2014 and 2015 for new revenue production for Wilmington Trust; $1.3MM and $1.08MM respectively.- Originated and structured private banking loan transactions to efficiently fulfill borrowing needs which included jumbo mortgages and bridge, construction, yacht and investment secured credit facilities.- Advised clients and prospects on using leverage to increase yield on assets under management and maximize tax efficiencies through consultations with trust and estate and family office resources.

- Provided financial services to business managers, legal and CPA firms, talent agencies, film production companies and other entertainment service firms for the bank’s distinguished Entertainment team.- Directed $2.8MM revenue producing portfolio of celebrity clients and identified new business which included credit structuring, banking and wealth management opportunities.- Managed superior client service team responsiveness on varied requests; increased new business and revenue on average 5-20% for each client in my portfolio during 2013.

- Sourced $18MM in bank deposits, closed $70MM in mortgages, and qualified $50MM+ in client referrals.- Built a portfolio of clients with strong household income, liquidity and assets. Many clients were emerging wealth as well as corporate executives and business owners; all offered long term prospects.- Originated, vetted and initially underwrote all personal credit requests, obtaining credit officer approvals.

- Original member of 8-person team that launched Private Banking division to provide a superior client experience to its existing customer base and build new relationships with High Net Worth prospects. - Developed business and marketing plans, product and service offerings, and managed market roll-out.- Consistent revenue leader, sourcing $30MM+ annually in deposits and credit, and qualified referrals. - Managed client portfolio with net worth range of $5-20MM and annual income of $750K to $5MM.

- Provided exceptional service to HNW clients for all aspects of banking and wealth management by strategically marketing core products and services and growing client accounts.- Serviced premier “white-shoe” affluent clients as part of the Citi Law Firm Group, banking several of the most prominent multinational firms in New York City, including Shearman & Sterling LLP.

MBA AssociateSelected and hired to rigorous MBA graduate training program consisting of seminars, senior management presentations and trading floor rotations through various fixed income business groups.Summer AssociateRecruited from Fordham MBA program to participate in educational program that grooms potential hires.