12+ years of diversified experience in Business Consulting, Commercial Treasury Services, Financial Analysis, Project Management, Employee Coaching, Marketing and Portfolio Wealth Management. A proactive team player, and problem-solver. Driven, Passionate and Goal oriented.- Member of the JP Morgan Corporate Client Banking Treasury Advisory Board- Responsible for top revenue JP Morgan Corporate Client Banking Portfolios - sectors in Technology, Health, Entertainment and Retail - Team Lead and trainer for Treasury Product & Services within Los Angeles Service Team- Subject Matter Expert for commercial international accounts, with a focus in EMEA- Participant in the JP Morgan Corporate Client Banking Partner Collaboration Groups- Awarded by Morgan Stanley to lead the sales product marketing campaign for the Southern California region- Driven to identify new clients, market sectors, key performance indicators and trends. Involved in strategic implementation of business process to improve client experience and efficiencies- Experienced in financial analysis, reporting and investment model strategies. - Provided sales analysis to the CFO to facilitate decision making.- Introduced new training concepts and trained employees of 12 Orange County branch locations- Lead the migration and integration of team’s CRM System and assisted in broker business transitions- Previously held a Security State License – Series 7 and 66Morgan Stanley Diversity and Inclusion Council Member- Initiated and led the participation as a Morgan Stanley sponsor to the Irvine Chamber of Commerce Women of Influence Annual Conference- Creator of the Diversity and Inclusion regional monthly newsletter- Worked closely with Council Chairman and VP of Marketing to support and implement new strategies across the region- Participant and contributor for charity events and creator of marketing materials for clients and Financial Advisor’s