I am a partner with my clients, a resource for the business to assist and review all aspects of the business relationship. I manage relationships for companies with revenues of $10MM-$50MM. With my partnership team we improve cash flow, review credit needs and ensure all aspects of the business are working to maximize profitability for the client. With Wells Fargo I have 86 business lines to utilize to meet my clients needs. They range from credit to cash management, employee benefits and individual wealth management.

I work to understand the business needs and challenges of my clients business and work with the business and its ownership and management to find solutions. Together we evaluate cash flow, credit and benefits and work towards a more time and cost efficient model.

Managed the profitability and customer experience of the branch. Met with customers on a daily basis reviewing service needs and addressing financial needs ranging from savings, insurance to lending. Managed and coached up to 15 employees around these same activities.

I grew our fundraising base, ran high quality events and sought out and recruited board members. Our two recipients of our fundraising were the Vocationist Fathers and Sisters and Saint Michael's School in Newark.

I Managed existing relationships with clients and sought opportunities to expand those relationships. I would also search out new opportunities to expand our relationship throughout the state of New Jersey. The portfolio consisted of $6MM in annual sales.