Partner with regional leaders and banking professionals in a newly-created initiative to drive commercial insurance opportunities with Wells Fargo Bank clients in NY, NJ, and CT. Wells Fargo Insurance Services is one of the ten largest insurance brokers in the world, and was named Best Insurance Broker in the U.S. by Global Finance in 2013 & 2014. Focus on helping customers protect assets, manage risk, and succeed financially.

Member of management team for banking sector covering CT, NY, NJ, PA and DE. Led strategic projects and marketing for a region comprised of 120 bankers and 250 employees. Significant contributions included:• Advisory Panel. Initiated and managed leadership development program that created a structure to strategize and identify solutions for improving sales and internal processes. Recent project resulted in 30% improvement in credit application accuracy.• “Partner Power”… Show more Member of management team for banking sector covering CT, NY, NJ, PA and DE. Led strategic projects and marketing for a region comprised of 120 bankers and 250 employees. Significant contributions included:• Advisory Panel. Initiated and managed leadership development program that created a structure to strategize and identify solutions for improving sales and internal processes. Recent project resulted in 30% improvement in credit application accuracy.• “Partner Power” Initiative. Designed and coordinated new matrix reporting system, delivering monthly results and referral information to management and leaders from 10 key partner teams. Directed quarterly calls with senior leadership to foster accountability and drive results across all partners. Achieved record partner sales for the Region in 2013, and ranked #1 or #2 nationally with 7 of the 10 partners.• BA (Business Associates) Leadership. Directed and coordinated all communication and training efforts for the Region’s 60 Business Associates. Hosted monthly call and quarterly in-person meetings. Focused on sales and efficiency. Efforts led to a 25% improvement in BA sales referrals in 2013.• Foreign Owned Entity (FOE) Project. Key member of national task force that enabled Foreign Exchange and International Treasury Management product sales to FOEs. Collaborated with Compliance, Operations, and senior product and line management. Approved nationally in 11/2013.• Merger/Conversion. Primary responsibility for all Northeast Regional Wachovia to Wells Fargo Integration projects, including systems conversion, employee/team member training, adopting new credit underwriting procedures, and re-mapping nearly 10,000 accounts to better serve clients. Selected as Conversion Hub Lead for Charleston, SC (9/2011) and Wilmington, NC (10/2011).• Marketing. Led and coordinated all regional marketing campaigns for Northeast Business Banking Group (BBG). Show less

Relationship manager focused on working with high net worth clients to build, manage, and preserve their wealth through a disciplined team approach. Coordinated client access to finance professionals with expertise in credit, insurance, investments, trust, retirement, and estate planning• Completed 8 month comprehensive private banking training program.• Obtained NASD and NJ State Insurance licenses (Series 7 & 66).

Founder and leader of US team concentrating on the development, marketing, and execution of sophisticated debt and equity financing solutions in North America for international entities.• Grew start-up revenues to $50 million over a 9-year period with a 5-person team.• Successfully led project teams for transactions frequently in excess of $1 billion across multiple jurisdictions, including Canada, Europe, Australia, and Latin America.

Key member of team marketing cross border finance transactions team with North American, European, Latin American, and Pacific Rim counterparties.

Cross-sold a wide range of products: Treasury Management, FX, Derivatives, and Trade Finance.

Completed 18 month high potential credit training program.