• Direct all aspects of the business development process including daily operations, property management, cash flow, profitability, purchasing, hiring & marketing• Identify critical cost saving initiatives to ensure each unit is well within industry standards• Lead a strong management team focused on customer service and maintaining high daily standards• Maintain an exemplary work environment for the staff of 50+ both full and part time• Elected to Advisory Board for Rochester/Syracuse Market; Rochester pricing committee.• Locations: 821 West Union Street, Newark, NY447 West Commercial Street, East Rochester, NY720 Pittsford-Victor Road, Pittsford, NY

• Overall daily broker/dealer operations, trade approvals andback office direction.• Coordinate cross selling opportunities along all business channels within the bank.• Developed and managed 9 licensed retail advisors and licensed bank staff across 50branches throughout Western New York.• Position involved coordinating internal marketing, regular regional conference calls, and client presentations.• Cash flow management and financial statement creation.

• Position involved the multi-site training and development of the telephone sales team.• Responsibilities included new hire training, listen and review calls with managers,schedule weekly sales meetings and update training tools.• Required close interaction with product managers from different departments.

• Partnered with external wholesalers in management of 2 New York metro bank territories• Responsibilities included sales calls, relationship building and presentations at bank branches• Selected as Senior RSR for commitment to the growth of the territories

• Partnered with external wholesalers in management of upstate New York bank territories• Responsibilities included sales calls and relationship building• Focused on municipal bond funds