Managed over 150 financial advisors and their clients banking relationships in the Carolinas’/Virginia’s mega market. Traveled throughout the Southeast to foster relationships with advisors and bolster product visibility. Presented at weekly sales and support staff meetings to inform teams of current initiatives across the firm.

Continued to leverage relationship from prior role to provide lending sales and support for advisory clients in the Ultra High Net Worth market. Consistently recognized as a top performer in CT market.

Established partnerships on 34 advisory teams by leveraging knowledge of capital markets and enriching overall client experience.

Designed and implemented performance goals, quality assurance practices, and sales strategies for sales and operations team. Recognized as a top performing manager exceeding new acquisition goals and personally averaging over $10M in net new deposit revenue for the branch.

Developed sales platforms used to forecast and track business process performance. Selected to serve on internal consultative team for mentoring and coaching. Conducted market and company research as part of identifying opportunities to add over 50 new households with emphasis on business and commercial transactions. Handled complex client situations and provided solutions that increased client retention by 110%.

Identified and helped facilitate banking, lending and securities transactions for Private Clients while identifying new and existing business opportunities leading to enhanced profitability for the branch. Closed over $5M in net new business in less than 12 months in the role. Acquired over 100 new households yielding significant profit for the branch. Self sourced and assisted in closing $10M business deposit account for a large law firm with $5M line of credit.

Provided origination and sales support to mortgage clients and developed underwriting and regulatory expertise. Developed vast network of referral sources that included real estate professionals, attorneys and accountants. Originated and closed over $200M with major focus on large purchase amounts.