Managing Partner
• Provided leadership to the executive team, senior management, and sales leadership on financial• planning, cash flow, sales forecasting, and process improvements while directly managing sales operations.• Established high levels of quality, accuracy, and process improvements, ensure all efforts are appropriately integrated with all other departmental processes across the organization.• Supervised the preparation of monthly, quarterly, and annual financial statements.• Provided assistance to customers to help them in their selection of available items.• Managed relations with clients and provided them with information on special offers and promotions.• Compiled loan and credit documents required for appraisals to process loan applications.• Cross-sell bank products by answering routine inquiries, analyzing customers' needs, promoted banking products and services, and directed customers to a branch representative as needed.• Planned all manner of corporate events, including trade shows, international meetings, corporate retreats, company outings, conferences, and more.