BNY Wealth is among the nation’s leading wealth managers, with more than 225 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. Our capabilities include:- Wealth Management and Investment Management- Wealth and Estate Planning- Private Banking- Credit and Lending - Endowments and Foundations- Family Office Services- Planned Giving Services- Global Custody and Fiduciary Services

Mary’s Center is a non-profit community health organization serving over 65,000 people of all ages, incomes, and backgrounds in the Washington, D.C. metro area for 35 years. Mary's Center is a 501(c)(3) tax-exempt organization http://maryscenter.org/wizard

- Advise ultra high net worth individuals, families, endowment and foundations in the Mid-Atlantic region. - Areas of practice include investment management, banking, credit, trust, and wealth advisory.

- Citi Private Client is a unique business created specifically for high net worth individuals seeking a unique and personalized wealth management experience- Focus on partnership with the Citi Commercial Bank to provide the owners and executives of our commercial clients with private banking and wealth management- Leverage Citi Personal Wealth Management Financial Advisors and Wealth Planning Team for business succession planning, philanthropic planning and estate planning

- Provides full-service banking, financial advising and retirement planning to high net worth customers - Oversees a portfolio of account relationships and consults regarding financial needs- Partners with other banking divisions such as The Private Bank in Wealth Management, Wells Fargo Advisers, Home Mortgage and Business/Wholesale banking.

Downtown Washington, D.C. community bank manager. -Implemented customer appreciation strategies to attract and retain clients, improving service rankings to first place. -Led staff to incentive compensation eligibility for first and second quarters in 2011; a first for the team. -Hired and trained six new-to-company employees, including teller, service manager and personal bankers.

Retail banking branch manager in the DC Area of the Mid-Atlantic Division of Citibank.- Managed a last place retail bank with a failed audit to operational excellence, audit compliance within the first eight months in the position- Grew average consumer deposits on hand by 22% and commercial by 55% in first year in position- Winner of fourth-quarter 2009 national sales campaign with incumbent branch staff; a first for the team - Coached sales team to highest cross-sell ratio in the three Mid-Atlantic Citibank markets- CitiStars Client Service Award winner in fourth quarter 2009; only Branch Manager in Mid-Atlantic nominated and chosen

Two-year management training program in the the Retail bank of Citibank, N.A. Trained and worked at every position in retail banking, with a 5 month rotation on the branch expansion team at Citibank headquarters.- Implemented and managed a national sales campaign for new DeNovo branches, representing 20% of national branch distribution resulting in a year-over-year increase of more than 10% in same-store sales- Managed 27 tellers through successful audit during Financial Center Operations Manager rotation - CitiStars Client Service Award winner in second quarter 2008; only Management Associate nominated and chosen

Internship for my International Business degree at the University of Georgia. During the summer of 2005, I worked for Monresa, S.A., the Coca-Cola Company bottler in Montevideo, Uruguay. My focus was on trade marketing, brand management, outside sales, and point of sale merchandising.