Working as a Private Mortgage Banker at Wells Fargo and serving homebuyers and investors with complex income or asset management situations. • Strong partnership built with our Wealth Management team to assist in aligning the client’s homeownership and overall wealth management goals. • Work with an extensive partner referral network, including attorneys who work for AMLAW 200 firms, as well as internal commercial bankers and Business Banking Group managers. • Work collaboratively with my team to close loans accurately and on time, while providing competitive financing options for primary, second, vacation, and investment properties. • Leverage the relationships I’ve built with the Chief Financial Officers at publicly traded and privately held corporations for our extensive relocation services.

Top-tier sales producer for this leading provider of outsourcing services, management consulting services and solutions for complex communication and information management needs related to document/data management, Investor Relations, contract management, and legal and financial publications.• History of generating above-average margins with client base, and achieving or exceeding annual revenue goals, as well as driving new business development • Awarded the largest-ever virtual deal room (VDR) deal in the Northwest—a contract with T-Mobile, involving the proposed sale of its cell towers that spanned 2.4 million pages of data, document management and consulting services• Developed long-term "trusted advisor" relationships with numerous Fortune 1000 corporate leaders and Legal Advisors, including Microsoft Corporation, Perkins Coie, The Boeing Company, NIKE, Weyerhaeuser, Cascadia Capital, Esterline, Starbucks, Endeavour Capital, Zillow, K&L Gates, Wilson Sonsini, EY, and Deloitte• Developed & closed business in WA, OR, ID & AK• Generated leads through referrals, tracked opportunities in SalesForce, and leveraged services• Demonstrated long track-record of successful ability to sell solution-based engagements• Navigated complex selling situations and negotiated on price and terms• Experienced in new sales channels - quickly mastered new product offerings• Identified, analyzed, assessed and quantified the most highly valued prospects in my territory• Excelled in cross-selling solutions• Sales experience in management consulting, advisory, and professional services• Organized and hosted annual M&A seminars for 12 consecutive years, attended by approximately 100 top target clients and prospects, including Attorneys, Board Members, CEOs, CFOs, General Counsel and Corporate Development leaders