• Owner and Operator of Trademark branded Company.• Manages all business licensing and State of Arizona Tax filing requirements. • Responsible for all commerce marketing and advertising, including website inception and social media sale pull-thru monitoring.• Responsible for all product development, including custom ordering and design.• Accounting duties including Pro-forma income projections based on competitor analysis and review.• 6 Month sales resulting in break-even profits from start-up cost.

• Managed a business designated location with over 200 high affluent business clients.• Responsible for 50/50 oversight of overall branch growth and self production.• Managed to a designated P & L balance sheet driven by a specified growth budget resulting in 17% growth YOY.• Visit all high net worth/affluent business clients seeking service and cross sell opportunities.• Schedule and lead business networking events resulting in higher COI’s and acquisition of new clients.• Work non-banking customer pre-approvals though office visits and phone calls for direct lending.• Sell business lending to all clients resulting in over 5.6 million in volume currently during tenure with company. • Managed the entire branches production and service skills through proven behaviors.• Passed 2 year end/mid year operations audits with scores greater than 98%.• Work personally with all professionals (Physicians, CPA’s, and Attorney’s) for retention and lending/deposit growth.

• Managed a high affluent branch with deposits in D & I > 250 mil.• Oversaw the entire branches sales production, balance growth and controls.• Managed the branch to a P & L format designed to show true growth in all business priorities.• Lead a Chase Private Client office that has brought > 50 mil since inception in new money D & I growth.• Lead a team that has increased business revenue > 23% YOY• Onboarded and mentored all new BM’s hired to the district. Certified ‘Mentor Manager’ required.• Interviewed and onboarded/trained all ‘forward hire’ Bankers to the district before they are placed in their branches.• Managed a branch that maintains a > 32% combined consumer and business acquisition rate YOY.

● Oversaw entire store at best level standards, and consistently achieved 150% or greater to the target plan of 100%.● Managed 28 direct reports, consisting of Service Mangers, Personal Bankers, Lead/Regular Tellers, Home Mortgage Consultants, Merchant and Payroll Reps. and Investment Financial Advisers.● Trained and coached direct reports on more efficient sales techniques, and as a result, increased our profit and sales by an average of 83% to a target plan of 100%. ● Within the first 90 days of my management I successfully took two stores ranked 14th and 15th in their market and improved both stores’ profitability ranking to #1 out of 15 stores. I sustained that profitability margin and ranking by exceeding all metrics at an average of 173% of plan for thirteen consecutive months.● Earned the #1 ranking Manager in the market (#3 in the state of Arizona) for Q2 thru Q4 of 2009 and Q1 and Q2 of 2010. My management yielded the #1 Service Manager in the market (#7 and #8 in the state), #1 Business Specialist in the state, #1 Banker in the market, (#10 in the state), and #1 Teller in the market (#6 in the state).

● Managed entire store standards of operations from cash handling, cash balancing, cash shipments to bank, and government regulations and standards.● Managed current and potential customer financial needs and concerns, resulting in greater retention and sales profitability. Boosted high value customer retention by 27% resulting in a 54% increase in deposit dollars. ● While in this position was the #1 Service Manager in the state of Arizona in sales.

● Facilitated sales clinics for Teller staff● Increased branch production of core sales by consistently meeting and exceeding my sales goals: I met all my sales and service goals 10 months in a row, and increased the branch production by 25% within that time frame.● Carried a customer book of business that ranged from hundreds to multi millions in deposit dollars. ● Processed over 1.6 million in Home Equity Loan/Line dollars, averaging 12 loans a quarter.

● Increased Teller sales contribution by 30% resulting in a 65% total contribution. Target being greater than 50%.