*I deliver a high-touch and superior service experience for affluent and business clients who meet a minimum amount of liquid and investible assets.*Build a book of business through outbound calling efforts, networking events, and existing client referrals. *Actively develop a network of COI's (centers of influence) with attorneys, physicians offices, and CPAs to drive new business acquisition.* Establish working relationships with internal bank partners to provide a holistic approach to relationship management for clients and their families.

Responsible for building new business prospects and managing existing customer accounts. Cold called Universities and Fortune 500 companies to establish a sales relationship pertaining to software complimentary to Microsoft SharePoint.