2024 Diversity Equity & Inclusion Council Member- Specialty Sales GroupCo-Chair BWB ERG Southern RegionPremier x Hispanic/Latino Pilot SBA and Premier Insurance Pilot

Women’s Fashion business. Managed one intern and 3 operations and support employees. Direct mentor and leader to 22 other business owners who I helped recruit, onboard in the business, and shared in growth of profits. Direct sales annual revenue of $300K per year and additional $700K team revenue. Top 1% in sales for the National brand 5 years running.

Working within a partnership with a Financial Advisor, assist affluent clients to achieve their financial goals as the relationship manager. Directly responsible for clients lending and deposit relationship while cross-selling investment portfolio relationships through financial plan. Work closely with Trust advisors, Wealth Advisors and Commercial Bankers. Lead of joint client meetings. Lending Champion for Premier Bankers in AZ & FL Market. Lead market trainings, and was the liaison for our Premier Bankers and consumer lending operations department. Came in as the expert in home lending to assist with any complex loan applications for the market. Mentored 3 Universal Bankers in the Scottsdale market. First Wealth Champion with Private Bank in AZ market.Ranked Top 1% in the company for 2016 and 2017 earning Top Performer trips. Lending Champion for Market of 13 Premier Bankers. Reviewed files in jeopardy of turn downs and liaison between consumer lending operations and Premier Market. Lead Change management processes for home equity and mortgage lending in Premier. Consistently performed at 150%+ to deposit, lending, investment and cross sell metrics every year. Promoted from Personal Banker, Officer to Assistant Branch Manager, AVP Promoted from Assistant Branch Manager, AVP to Sr. Premier Banker, VPCreated Canadian Relationship Marketing presentations approved by BMO. Lead weekly meetings for high performing Canadian branches to bridge the gap for our Canadian clients on product offerings. AZ WISE Chapter Member and Chair of the Volunteering Committee. Lending Panel Expert for Scottsdale Market

First to pilot Customer Experience Manager role in Arizonaand Florida region. Met regularly on a panel with top executives to discuss process improvements for the role. Ranked #1 in the company in 2014Managed both service and sales employees at one of the highest revenue producing branches in the AZ/FL region. In charge of maintaining branch audit records, client experience surveys as well as sales.

Ranked top 10 in the Region year over year. Created Canadian Relationship Marketing presentations approved by BMO. Lead weekly meetings for high performing Canadian branches to bridge the gap for our Canadian clients on product offerings. AZ WISE Chapter Member and Chair of the Volunteering Committee. Lending Panel Expert for Scottsdale Market

Oversaw branch events such as Small Business Highlights, Citigold Customer Appreciation Nights, Kaiser Permanente Employee Appreciation Day and Bank at Work Presentations.• Ranked in the top 3% sales for the company during the 2012 year. Performed at 100% in KDS (customer service surveys) for the 2012 year. Certified to open NRA international accounts. One of two bankers in the state.

Team lead for Red Hawk Casino Bank at Work event and Sierra College Financial Awareness event. Partnered with Business Specialist, Licensed Banker, Private Banker, Financial Advisor and Mortgage Banker in client meetings to maximize client experience.• Managed a book of business of over 200 new clients• Achieved Gold level sales for the year of 2010• Averaged 92% in perfect customer service surveys for 2010

Branch credit manager. Mentored staff of 5 credit managers and a loan processor. Sourced and processed first and second mortgages, home equity loans, auto loans, and personal loans. Specialized in loan consolidations. Used underwriting guidelines to ensure smooth application process. Completed loan closing procedures for all new loans in an office of 5 Credit Managers. Attained monthly goals, sourcing and closing a minimum of 15 loans per month including 2 first mortgages.• Led team meetings, conference calls, and marketing strategies for a district of 5 branches