Kara Miller Email & Phone Number

Charlotte, Nc, Us

Responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, I am also accountable for prospecting new business and retaining and deepening existing relationships. Skills include; Commercial Lending, Business Development, Portfolio Management of clients with annual revenues of $10-100 million.

Charlotte, Nc, Us

Responsible and accountable for prospecting and acquiring new small businesses, as well as retaining and deepening existing relationships. Skills included; Business Lending, SBA Lending, Business Development and Portfolio Management of clients with annual revenues up to $10 million.

Charlotte, Nc, Us

Responsible for all aspects of the financial center to ensure it runs effectively and cohesively. Primary day to day activities included; general management, risk management and operational excellence, client experience and revenue growth as well as talent and HR management. Skills included; strong financial and business acumen including experience in leading a team and interpreting financial reports to drive profitability.

Responsible for developing new investment and insurance opportunities by self identifying, prospecting and meeting with clients to review and analyze financial goals.

London, Gb

Responsible for managing all daily activities and operations of a $80 million sales office. Skills included; managing controllable expenses, hiring and training of all staff, business development while monitoring and evaluating all sales results.