Creative Director with a passion for well-designed sustainable products.

Manage a complex portfolio of business clients with annual revenues up to $60MM. Recommend treasury and cash management solutions that improve cash flow and profitability. Responsible for the pre-qualification, structuring, pricing and negotiations for commercial lending.Accolades: - Received the prestigious "Champion of Chase" award for delivering an exceptional client experience; presented by the CEO of Business Banking - "Top 5" New Relationship Producer - "Top 5" Deposit Producer - "Top 5" Booked Credit Producer - "National Achiever" - SBA Two Million Dollar Club - Stack ranked as the #1 producing SBA banker in the Market

Sold the “Chase At Work” program to the firm’s Mid-Corporate, Middle Market and Relationship Managed clientele. Closed C-Level executives on the program’s benefits and engage them in accepting co-ownership of the program’s roll-out. - Produced 1,114 Demand Deposit Accounts (DDAs) in 2012, representing 121% over the National Average while maintaining one of the “Highest Average DDAs per Onsite” and “Lowest Attrition” in the country. - Achieved quarter over quarter balance growth of $3MM+ for JPM Wealth Management (Q1 2013 - #1 ranking in National Sales). - Stack ranked as a National Top 5 Producer for six consecutive years.

Managed the “Chase At Work” program for the largest market in the Northeast Region. Set directional expectations with respect to new-to-bank client acquisitions on a branch / district / market level. - Promoted to Sales Manager / Senior Specialist after demonstrating exceptional sales growth and consistently ranking as a top Sales Specialist in the country for two consecutive years. - Trained, coached and motivated sales staff to effectively acquire new-to-bank corporate clients and identify strong cross-sell opportunities for our J.P. Morgan Chase partners. - Ensured that existing client relationships were properly managed resulting in minimizing attrition and uncovering additional revenue opportunities. - Led sales team that collectively covered 76 Chase Branches (5 Districts / 325 Personal Bankers) and in ‘08 Chase At Work represented 23% of all new-to-bank household acquisitions for the Market, stack ranking us as the #1 acquisition team in the Northeast Region.

“Chase At Work” Sales Specialist for 15 Chase Branches (1 District / 60 Personal Bankers). Sold the program to corporations across all industries (50 – 5,000 employees) within a specified territory, while training, coaching and motivating the branch sales staff to “own the process” for companies comprised of 50 or fewer employees. - Partnered with internal LOBs at J.P. Morgan Chase, with a focus on expanding client’s portfolio and cross-selling client’s employee base into multiple financial products within Chase. - Achieved 142% year over year sales growth and was awarded the “Tri-State Chase At Work Award For Proactive Partnerships” at the Northeast Regional Sales Conference in 2005. - Nominated by the Regional Sales Manager in 2007 to represent the region on the “National Sales Task Force Committee” (one person representing each of seven regions).

Managed a portfolio of business clients with combined assets of 100 million dollars. Acquired, maintained and developed client relationships; conducted financial needs assessments; introduced strategic partners and expanded clients' total financial service expenditures. Strong focus on the cross-selling of banking, investments and insurance products. - Within one year, stack ranked as the fourth highest producing banker in the district. - Asked to present at the Mid-Semester Banker Meeting on “Relationship Management” by the Brooklyn /Staten Island/New Jersey Sales Team Leader. - Series 7, 63, 24, 55 / New York Life & Health License

Recognized emerging new industry and launched a re-importation business of prescription medications from Canada. - Signed up over 200 doctors and four hospitals in the New York area to assist in the promotion of our services. - Partnered with Senior Centers, National Health Clinics, Active Adult Communities and Senior Residences, including Sunrise Senior Living (ticker SRZ on the NYSE). - Launched an aggressive online marketing campaign, including Search Engine Optimization and a reciprocal links program, resulting in 6,000 unique visitors to the company’s website each month. - Received extensive media coverage on the growth of the company, including a news story on CBS MarketWatch, and appeared as a guest speaker on CNN’s Market Call with Rhonda Schaffler. - Successfully sold growing company within 24 months of business launch.

Demonstrated uncanny ability for evaluating risk/reward, spotting market trends and quickly adapting. - Traded $500M of firm’s capital within 6 months (qualified and placed in the firm’s “fast track program”). - Averaged over $1000 per day in P&L first year trading (2001). Only 2 days down more than $1000 in P&L. - Series 7, 63, 24, 55

Oversaw all aspects of management, sales, and customer service. Supervised registered representatives, ensuring compliance with securities regulations and investment suitability. - Approved new accounts, monitored trade history and broker/client relationships. - Acted as a liaison between brokers and partners. - Created and implemented firm’s incentive programs, producing a positive impact on net income and employee morale. - Held bi-monthly meetings for 85 registered representatives on investment strategies, goal setting, client development, referrals, and broker/client etiquette. - Series 7, 63, 24