February 2016 to January 2019Consistently exceeded targeted goals for revenue, profitability, and customer satisfactionGuided customers to make informed financial decisionsCoached bank personnel and colleagues on sales techniques, services, products, and company compliance requirementsResponsible for the development and growth of new and existing account holders

• Plan and execute corporate, social, and nonprofit events throughout the United States, Central, and South America (Total Gross Revenue of over $2 million)• Negotiate pricing with vendors to reduce overall costs to the client and increase company profits• Assist clients with hotel, off-site venue, entertainment, and food & beverage selections while keeping costs within budgets• Manage a team of 15 employees• Coordinate travel for executives, vendors, and employees• Book national and local entertainment acts for clients while working with local and nationally recognized talent booking agencies• Assigned all logistical event tasks • Produce all contractual agreements between Creative Vision Events and their clients• Responsible for maintaining annual bookkeeping and working with CPA firm to ensure federal, state, and local taxes are completed• Handle all accounts receivable and account payable

• Advice, educate, and sale of financial products and services to consumer and business customers• Open deposit accounts, brokerage accounts, handle credit and loan applications, and manage customer service requests• Establish, develop, retain and deepen long term relationships• Consistently exceeded 100% of monthly sales goal• Achieved top 5% banker in the Dallas Market and top 10% banker in the nation• Increased profitability of the branch by uncovering over $20 million in new deposit and brokerage accounts