Top Producer: 2023 & 2024*2022 M&A Year, production not tracked.

Acquired by Recuro Health A Telemedicine company built by a family for families. As a family owned and operated organization, we built a telemedicine company to be modular and scalable, offering the ability to tailor plans and meet partner needs at any given time without sacrificing quality. The mission was to improve the experience for all associated parties (Member, Physician, and Client/Partner) utilizing data, digital recording and outreach strategies, resulting in industry… Show more Acquired by Recuro Health A Telemedicine company built by a family for families. As a family owned and operated organization, we built a telemedicine company to be modular and scalable, offering the ability to tailor plans and meet partner needs at any given time without sacrificing quality. The mission was to improve the experience for all associated parties (Member, Physician, and Client/Partner) utilizing data, digital recording and outreach strategies, resulting in industry leading ratings in Member Experience, Physician Satisfaction, and Net Promoter Score. The success, culture, and corporate structure gained the attention of Teladoc Founder, Michael Gorton, who acquired our family business in March 2022. Show less

Capital Bank, MD is regional bank headquartered in Rockville, Maryland focusing on Business banking and commercial lending to small and mid-size businesses.Responsible for 1 branch (3 employees) and the development of new business accounts in Washington, DC and Northern Virginia with an annual new business deposit growth $5MM.● Collaborated with business owners and key decisions makers to build a success and profitable book of business.● Prepared and presented banking… Show more Capital Bank, MD is regional bank headquartered in Rockville, Maryland focusing on Business banking and commercial lending to small and mid-size businesses.Responsible for 1 branch (3 employees) and the development of new business accounts in Washington, DC and Northern Virginia with an annual new business deposit growth $5MM.● Collaborated with business owners and key decisions makers to build a success and profitable book of business.● Prepared and presented banking proposals to industry leaders and decision makers (CE0’s & CFO’s).● Managed $50MM portfolio to ensure clients of the bank are aware and utilizing products and services.● Coordinated events to meet company initiatives with the goal to grow business relationships.● Actively worked with other departments to ensure success of deal.● $15MM+ book of new business’ built organically. Show less

Congressional Federal Credit Union is headquartered in Oakton, VA. Their by-laws only allow them to conduct business on Capitol Hill for Members of Congress, their staff, Capitol Hill Police Officers, and all other support staff to Capitol Hill. ● Personally managed the banking relationships for Members of Congress of both parties, Senate and House. ● Successfully developed, established, and expanded relationships with organizations and departments on Capitol Hill to grow loan and… Show more Congressional Federal Credit Union is headquartered in Oakton, VA. Their by-laws only allow them to conduct business on Capitol Hill for Members of Congress, their staff, Capitol Hill Police Officers, and all other support staff to Capitol Hill. ● Personally managed the banking relationships for Members of Congress of both parties, Senate and House. ● Successfully developed, established, and expanded relationships with organizations and departments on Capitol Hill to grow loan and deposits through other qualified sales channels.● Managed the election transition and implementation strategy to ensure retention of outgoing Members of Congress and onboarding of new Members of Congress and staff (2012 & 2014).● Facilitated needs-based selling of banking products per member by conducting credit and banking analysis of existing and potential relationships.● Exceeded company expectations of activities, cross-sell ratios, and growth in organizational products and services. Show less

● Responsible for measurable increased business through implementation of the annual business development and member/prospect education strategies for all those eligible.● Responsible for the delivery and/or creation of educational seminars on a wide variety of topics.● Actively called on area businesses and organizations with the goal of creating and expanding relationships