Project manager role, transferring business clients from Chase Consumer Banking to JPMorgan’s Commercial Bank. Utilize extensive knowledge of multiple online platforms to guide clients through a seamless transition. • Manage 20+ projects/clients at a time, through detailed organization and time management.• Help train and mentor new hires and coworkers who are learning the JPMorgan Access online platform.• One of a select few on our team that has expertise in multiple online platforms.• Our team has been relied upon to assist in times of rapid change, such as bank acquisitions, to assist clients with immediate needs. This includes but is not limited to creating innovative solutions to transferring clients in an expedited fashion.• Decipher clients data and needs to make appropriate recommendations which lead to a smooth transfer and client experience.• Speak with potential new hires to allow them to job shadow and gain further understanding of our day to day.

Develop a deep knowledge of a restaurants business model and pain points. If appropriate, use that information to make recommendations on how Grubhub can provide a second revenue stream to add to their bottom dollar. • Received recognition for consistently being a top performer, including finishing in the top 3% of sales and receiving MVP title.• After six months of proven success, was designated as a mentor for new hires to teach them proven strategies to help with their success and growth.• Research industry trends, such as virtual kitchens, to provide comprehensive solutions to a restaurants business needs.• Have helped with adapting strategies to transfer into a work from home environment to help replicate an office feel.

Worked closely with an established team to target new opportunities both within and outside an established book of business to grow our clientele. Helped advise clients on how to formulate their financial plan. Responsible for client facing roles such as new account set up, insurance sales and servicing, investments and annuities. • Targeted and prospected new business opportunities and accounts while nurturing and fortifying existing relationships. • Led marketing and investor strategy for existing clients and prospects; articulated the benefits of working with Northwestern Mutual versus its competitors with an emphasis on expertise, track record, value proposition, and technical services.• Advised Northwestern Mutual clients to take decisive action during periods of severe market volatility and uncertainty.

Served as key point of contact for high net worth individuals and small businesses in JPMC’s consumer bank. Responsible for a range of client-facing duties, including all client relationships, prospecting new clients, and developing additional business. Additional responsibilities include competitive analysis, business research, business development, customer service, and branding. Hired as Relationship Banker, promoted in 2016.• Gathered intelligence and substantiated evidence to guide client decision-making and help them deploy capital responsibly while increasing JPMC’s private wealth market share.• Responsible for accounts ranging in size from $250M to $10MM; negotiated profitable terms for JPMC.• Highlighted customers' salient portfolio achievements through regular written updates and phone conversations.

Developed a deep knowledge of potential audiences and possible attractions for a range of University of Michigan sporting events, both non-revenue and revenue generating. Coordinated marketing campaigns utilizing mailings and social media.• Recognizing that the main appeal for smaller, non-revenue generating sports was the opportunity to spend time with family, created and implemented family-friendly promotions, successfully increasing attendance by more than 50%.• Researched competitive products by identifying and evaluating product characteristics, market share, pricing, and advertising. Maintained research databases.

Handled a variety of outreach and administrative activities for the Washington office of Gabrielle Giffords. Communicated the Congresswoman’s legislative positions, updated constituents on current events, and acted as a point of contact in-person, by phone, and by letters.• Provided written briefings on legislative issues to full-time staff to keep them, and subsequently the constituents, to remain informed on current events and important situations.• Developed documents with focused research and data relevant to government and community leaders.• Assisted in developed and filing government grant proposals to secure government funding.