Series 6 Mutual Funds & 215 Life Health and Variable Annuities LicensesSpecialized in determining client financial needs by personally analyzing customers circumstancesAnalyzed client investment and asset allocations to determine client retirement goalsProactively expanded clients relationship by consolidating consumers accounts from other institutionsFinancial Planning and profile assessment to determine improved client financial planningActively managed the banking relationship and ensured clients received best products & services that fit their needs Demonstrated a team based approach by delivering investment options with close partnership with Investment AdvisorWorked with internal partners including, business banker/mortgage loan officer, to cross-sell and strengthen client relationships Top 2 District sales for overall US company salesProduced over $120M in investment assets over 6 yearsNational Achiever 2012

Responsible for sales and servicing of all bank products and services including consumer and business loans Worked closely with Management Team to establish goals for business and consumer growth Proactive in Business Development in the Community to generate new relationshipsActively involved in sales meetings and call nights to bring in new relationships and cross-selling to existing clients