• Account Executive responsibilities include managing and growing investment portfolios along with increasing efficiencies through correspondent products and services:o Responsible for building and reviewing investment ladders to produce Net Interest Income for credit unions with balance sheets up to $150 million dollarso Responsible for selling all correspondent services including but not limited to Check Collection, Visa payment and presentment, and cash services.o Managed 350 credit unions with total balances exceeding $800 million.o Worked closely with CEO’s and CFO’s to build an efficient strategy to include both investment and correspondent service products.o Format and deliver sales and training education for staff and Board members.• Analytical responsibilities included enhancing market strategies and monitoring sales activity including the following performa:oCommunicate with clients, sales personnel and executive managemento Processes and analyze market trends and movement o Assists and monitor sales and payout processo Monitor and calculate bonus payouts o Work with multiple business units to enhance productivityo Create reports, procedures, and presentations used for strategic planningo Update spreadsheets using Access for marketing and sales purposes

Provide analytical and administrative support to the VP, Business Development and staff. Research and analyze market data and provide statistical reports that will assist the business development staff in achieving sales and marketing goals. Required: Provide research and preparation of ad hoc member analysis. Provide tracking, preparation and reporting of sales performance throughout the division. Monitor, maintain and report commission payouts by the 15th of each month. Provide research, preparation, and maintenance of sale –related presentations for both internal and external use. Coordinate sales functions/meetings including required documentation or research data.

NASD Broker Dealer compliance Officer.