Responsible for driving UMB HSA market share growth through new sales, expanding existing business, and being an available resource to TPA's, Carriers, Software Companies, Insurance Brokers, Agents and Consultants, GA's, current Business Partners and Employers throughout the Southeast. UMB's Healthcare Services portfolio consists of HSA, HRA & FSA tools. UMB has designed an excellent revenue and recognition program for our business partners and through our banking expertise we deliver white glove concierge service to our clients.UMB Healthcare Services has been at the forefront of healthcare payment solutions since 1996 and was recently named a 2010 Celent Model Bank for its Healthcare Exchange™ product. We have gained a notable position as one of the country’s leading providers of Health Savings Accounts (HSA) as the custodian for more than 4.3 Million Healthcare Spending Accounts and over $1 Billion in HSA assets, with account holders from coast to coast. For the past five years UMB has been ranked one of the top best banks by Forbes and SNL Financial.

Responsible for growing The Bancorp Bank's Healthcare Banking Services throughout the state of Florida. Worked directly with Brokers, Benefit Administrators, Employer Groups, GA's, and MGA's to educate and implement their individual clients and employer groups HSA plans.