Financial Advisors help with investments and Accountants help with taxes. As a Financial Coach I help clients gain insight to their finances by focusing on strategies to remove obstacles which have prevented them from reaching their goals. I work with clients over several sessions emphasizing financial wellness. My sessions may include guiding folks through a financial emergency or uncovering long-term goals or tweaking an existing budget. My focus is working to help clients get out of debt so that part of their life is not stressful.

- Provided outstanding client relationship management to new and existing high net worth and small business customers - Collaborated with Private Client team and Lending Bankers to create specialized solutions to achieve client goals resulting in branch deposit and investment growth year over year- Analyzed client's financial needs and recommended solutions to meet and exceed their business and personal goals - Educated customers in alternate ways to conduct their business and streamline their “day to day” banking to significantly reduce routine teller transactions and associated costs to the firm

- Proactively identified client needs, objectives and expectations and presented comprehensive investment strategies in ongoing support of their goals- Increased assets under care by 150% by creating and implementing a marketing plan which resulted in the successful acquisition of new clients- Improved client relationships deeply served by over 50% and retained 97% of branch assets in an acquired existing office- Actively participated in various community organizations focused on supporting women’s financial goals and facilitated educational opportunities relating to women and money matters

- Led onsite team in providing a best in class contingent workforce solution (VMS) to key client. Continuously developed program strategy to drive successful delivery through sound operational practices.- Stabilized a team that was experiencing high turnover and performance challenges to achieve a 97% client satisfaction rating - Drove program improvements by streamlining on-boarding process flow and restructured staffing model for improved client support- Developed strategic and tactical client relationships and built a solid foundation with competing stakeholders to work collaboratively to advance objectives resulting in meeting or exceeding client expectations

- Ensured that effective and efficient client practices were adopted which improved the overall client experience in support of a senior financial advisor practice- Developed comprehensive reporting to analyze advisor’s book of business which effectively targeted additional business opportunities- Improved processes and facilitated management decision making by identifying workflow gaps and creating and implementing a procedures manual - Collaborated with senior advisor to create and implement a marketing project plan which attracted new clients

- Developed a sound business plan to successfully lead the startup and daily management of a high-end specialty cake and cupcake shop - Awarded contracts from an impressive client base and adeptly managed demanding clientele leading to consistently exceeding expectations as evidenced by repeat business and ongoing referrals- Increased sales 15% year over year from business inception through effective marketing techniques and negotiated aggressive pricing from vendors resulting in enhanced profitability - Created an exit strategy which led to a lucrative sale of the business

- Assist owner and business manager of nationally renowned high end bread bakery/cafe while developing knowledge and skills necessary to open my own business.- Updated business procedures, organized filing systems, assisted with office and administrative responsibilities.- Researched and analyzed customer ledgers to determine accuracy of postings, processed adjustments and followed up on delinquencies.

- Led the execution of a complex national vendor management system (VMS) by effectively leading strategic and tactical cross-functional teams in developing business rules, service level requirements, controls, policies and procedures- Realized $8M in savings by streamlining the management and procurement of the firm’s contingent workforce - Led multiple change processes without disruption to business by developing strong alliances and collaborating with senior management, clients and vendors - Liaison with senior HR business owners and line of business to ensure HR service delivery activities were aligned with business strategies and effectively identified opportunities to increase efficiencies and reduce expenses- Managed the national implementation and daily operations of a $65M contingent workforce initiative- Led the startup, implementation and management of the firm's regional in-house contract help unit