Price Bithell Email & Phone Number

Charlotte, North Carolina, United States

- Trust account onboarding for high net worth relationships. - Drove continuous improvement initiatives for account onboarding and the asset transfer process.- Worked as business partner and liaison between TIAA Wealth Management advisers and TIAA Trust Co. Private Asset Management products. -SME for digital signing experience platform + system integration.

Concord, North Carolina, United States

- Led efforts to scale business process and improve annual revenue.- Developed new system implementation that created a simple work flow for newly acquired properties (Fix/flip, Rentals, New construction).- Handled end to end steps for acquisitions including initial negotiation, under contract, and closing, on new properties.

Charlotte, North Carolina

- Worked with sensitive higher education Institutions to assist with Transitions, plan updates, and complex issues.- Communicated with Institution plan sponsors and internal business units to accomplish client goals and resolve time sensitive issues.- Served as an advocate for clients in regards to their retirement plan and provide options to meet their.

Charlotte, North Carolina

- Contacted prospective clients to determine customer needs, present information, or explain available services.-Emphasized product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.-Prepared sales presentations or proposals to explain product specifications or applications.-Led continuous.

Dallas/Fort Worth Area

- Developed and maintained strategic relationships with key members of the community.- Implemented LEAN methodology into business plans and systems, handling all End-to-end project details as well as other administrative details.- Collaborated with stakeholders to establish objectives for projects and develop improvements to current ways of business..

Charlotte, North Carolina Area