- Generate new business revenue and grow new AUM through sales of banking, lending and investment products – Last 2 years grown AUM over 8 million (110% to goal, deposits over 12 million (413% to goal) and 8 million in lending placing me in the top 20% of Wealth Management Bankers.- Managed affluent client relationships, acting as client main point of contact for all sales and service needs by maintaining a highly effective contact management strategy- Engage in client through financial planning process utilizing investment and wealth management strategies to drive new assets under management/ Utilize Money Guide Pro financial planning software- Create new household opportunities through development of retail partners and COI contacts. – Ove 100% to goal in new HH acquisition strategy.- Coached and guided teams on best practices, report analysis and client management strategy. Salesforce/CRM tool expert.

- Generate new business revenue and grow new AUM through sales of banking, lending and investment products - Managed affluent client relationships, acting as client main point of contact for all sales and service needs by maintaining a highly effective contact management strategy- Engage in client through financial planning process utilizing investment and wealth management strategies to drive new assets under management/ Utilize Naviplan financial planning software- Create new household opportunities through development of retail partners and COI contacts.

- Coached, Develop & Manage team of 16 relationship managers - Oversaw sales management process and overall team performance to acquire new deposit, lending and investment growth for the bank – Top producing manager in investment and lending production- Attract, recruit and attain new relationship managers to team - Communicate, plan and strategize with key department managers, stakeholders and corporate leadership overall success of program, teams and needs

As a Citigold Relationship Manager, I am a dedicated resource for select clients where I provide a simplified and individualized client experience that's built around their unique banking, borrowing and investment needs.

- Generate new business revenue and grow new AUM through sales of banking, lending and investment products - Managed affluent client relationships, acting as client main point of contact for all sales and service needs by maintaining a highly effective contact management strategy- Engage in client through financial planning process utilizing investment and wealth management strategies to drive new assets under management/ Utilize Naviplan financial planning software- Create new household opportunities through development of retail partners and COI contacts.