Minority Business Development Manager|

Connect small and disadvantaged businesses to regional opportunities. Perform regulatory and legal research with an emphasis on CFR 49, Parts 23-26, to support and navigate business owners through the requirements of government contracting. Educate and provide technical expertise on federal, state, and local programs. Also, my role involves the management of business relationships with over 300 firms.

Oversee daily branch banking operations involving deposits, loans, customer service, and referrals for Private Banking, Wealth Management, and Investment Services. Hired, managed, coached, and supported the career development of up to 11 team members. Trained bank staff on compliance, banking regulations, job functions, and customer engagement. I also conducted account audits, monitored compliance, assessed risks, enforced regulations, and investigated suspicious account activity.

Conducted prospecting developed, and built solid relationships with high-net-worth individuals seeking retirement planning, wealth accumulation, private asset management, estate planning, and life insurance. Specialized in financial services for employees of non-profits, not-for-profit, and government agencies with investable assets over $500,000. Supervised, trained, and mentored three licensed professionals. Ensured staff and transactions were conducted in compliance with applicable federal and state regulations. I also provided compliance training and information on regulatory updates to staff members.