As Business Development Manager, I act as an ambassador, relationship manager and primary point of contact. I offer Medicare information and enrollment for seniors and those with disabilities. I focus on customer service as well as resource based customer need satisfaction.

As a registered personal banker at Wells Fargo I delivered an exceptional customer experience and built relationships with the Mass Affluent customers to offer sound investment advice and helped consumer and small business customers succeed financially. I engaged customers in conversation and asked questions to understand what was most important, allowing me to provide bank products and services that aligned with their needs.

As the Premier Banker in the Lafayette Hill branch, my goal is to use my Securities and Life Insurance licencing to become a dedicated resource for the Mass Affluent customers of Santander Bank. My responsibilities include deepening relationships with existing customers, and acquiring new high net worth clients. I am responsible for growing the profitability, relationship depth and retention of a portfolio of existing customers through various outreach and in person contacts. With new and existing clients I will determine and offer appropriate products and service solutions to meet all banking, borrowing and investment needs.

My MissionI want to help my clients to facilitate wealth accumulation and financial security through professional competence and personal caring. I want to assist professionals in achieving financial security through proper design and implementation of quality products and proper planning, My Background I am a 1977 graduate of Temple University. I specialize in helping individuals like you with family income protection, mortgage protection, and final expenses. Customer service is my top priority. I am proud to have joined New York Life, a Fortune 100 company. I am a licensed producer offering life, health and variable investment products to business and consumers. My hope is that you refer me to your friends, family and colleagues. I value your business and appreciate the confidence you have placed with me.

My MissionI am proud to be working for one of the strongest life insurance groups in the world* and would feel privileged to help you and your family achieve your financial dreams.My BackgroundI have personally witnessed the power of life insurance and would like to share my experience with you. I can offer you a wide variety of financial solutions to address your current needs. I am a 1977 graduate of Temple University. I specialize in helping individuals like you with family income protection, mortgage protection, and final expenses.Customer service is my top priority. I am proud to have joined Western & Southern Life, a subsidiary of Western & Southern Financial Group, a $60 Billion dollar Fortune 500 company. I am a 10 year licensed insurance producer offering life, health and annuity insurance products to business and consumers. My hope is you are happy with my services and will refer me to your friends, family and colleagues. I value your business and appreciate the confidence you have placed with me.

National and Regional responsibility for acquisition of Mid Level business clients in need of liquidated capital for their operational expenses. My specialization was in factoring which is the buying of a company's accounts receivable/invoices. In addition to the advancement of funds, my business model incorporated an operations and collections function, risk protection, pre-emptive credit analysis, real time on-line account management, and dedicated Account Management.

Management and development of financial product sales for a national business factoring company in the Mid-Atlantic states, specializing in factoring, advancement of funds, operations and collections function, risk protection, pre-emptive credit analysis,When engaging in business with Riviera Finance the fee structure was not just the cost of advanced money but inclusive value provided services.