In my role, I operate at the intersection of strategy, operations, and marketing to optimize business infrastructure at multiple levels. One of my foundational responsibilities includes handling pricing strategies and product marketing. This involves a detailed understanding of the market, competitive landscape, and customer behavior to ensure our offerings are both competitive and profitable.However, my contribution transcends these basic operational aspects. Recognizing the potential… Show more In my role, I operate at the intersection of strategy, operations, and marketing to optimize business infrastructure at multiple levels. One of my foundational responsibilities includes handling pricing strategies and product marketing. This involves a detailed understanding of the market, competitive landscape, and customer behavior to ensure our offerings are both competitive and profitable.However, my contribution transcends these basic operational aspects. Recognizing the potential in niche markets where superior solutions are yet to be realized, I guide the team in developing innovative products. This requires deep market insights, trend analysis, and a keen sense of customer needs to create offerings that fill these market gaps and provide unique value.In terms of business management, I actively participate in shaping the organization's DNA. From developing and refining corporate policies that foster a productive and ethical work environment to outlining employee guidelines that ensure alignment with our business goals, I help establish a strong corporate culture.I also manage human resources aspects such as hiring, recognizing that a company's success largely depends on its people. My role involves sourcing and recruiting talent that not only meets the required skillset but also fits our culture and shares our vision.Ultimately, every aspect of my role aims at achieving business success. Whether it's through direct operational tasks, strategic product development, or organizational management, I consistently strive to drive growth, efficiency, and sustainable success within the company. Show less

Pitchbook specializes in researching global M&A, private equity and venture capital investments along with all participating parties, including limited partners, investors, service providers and the professionals involved. PitchBook provides the investment community with a proprietary data platform, research tools and custom analysis to enable better investment decisions. Data is collected through the company’s extensive research process that includes machine-learning and natural language… Show more Pitchbook specializes in researching global M&A, private equity and venture capital investments along with all participating parties, including limited partners, investors, service providers and the professionals involved. PitchBook provides the investment community with a proprietary data platform, research tools and custom analysis to enable better investment decisions. Data is collected through the company’s extensive research process that includes machine-learning and natural language processing technology, comprehensive review of publicly available sources, direct primary research with all parties involved in deal flow, online surveys, and ongoing quality assurance. In addition to the PitchBook Platform, the company also publishes a daily newsletter and quarterly reports detailing key industry activities and trends. Show less

As CEO at swigBIG I have the privilege of meetings with our customers, listen to their feedback, and implement needed changes. Along with my co-founders I help set the overall vision for swigBIG, and ensure execution on our goals. Most of all, I get to have fun while growing our business and making our customers happy.

As a Merrill Lynch Financial Advisor, I strive to be the best in my field by assisting accomplished individuals in the development of robust, long-term financial strategies. I help my clients organize their personal and business finances so they can fulfill their dreams by focusing on what is important today, without worry in about tomorrow. My goal is to become a trusted resource to each of my clients so that they may rely on me for financial advice and guidance in their pursuit of personal… Show more As a Merrill Lynch Financial Advisor, I strive to be the best in my field by assisting accomplished individuals in the development of robust, long-term financial strategies. I help my clients organize their personal and business finances so they can fulfill their dreams by focusing on what is important today, without worry in about tomorrow. My goal is to become a trusted resource to each of my clients so that they may rely on me for financial advice and guidance in their pursuit of personal, financial, and professional success. Show less

This was my first job after relocating to California from Chicago. I was very fortunate as I had the opportunity to work with 20 really great associates in all different positions and phases in their careers. We did such a good job here that my banking center was used as a training location where we would prepare new managers and bankers for positions at other locations. There are 2 things that I pride myself on the most while at this branch. The first was being able to connect with my clients… Show more This was my first job after relocating to California from Chicago. I was very fortunate as I had the opportunity to work with 20 really great associates in all different positions and phases in their careers. We did such a good job here that my banking center was used as a training location where we would prepare new managers and bankers for positions at other locations. There are 2 things that I pride myself on the most while at this branch. The first was being able to connect with my clients and really understand their needs, and then taking that understanding and simplifying their lives. The second is the opportunity to develop and grow eight associates which ultimately led to their promotion at both my banking center and others. The combination of these two resulted in my promotion as a Financial Advisor where I can continue helping my clients develop and grow toward a more secure financial future. Show less

The position of Retail Bank Branch Manager would probably be easier described as what it is not. It is not a position where one would sit back and delegate all day long in the believe that both individual and team goals will be met. Things that my position here does entail are: Working together with my team of sales professionals to hone their expertise and talents to not only achieve their individual goals, but the goals that have been set for the branch. Ensuring the profitability of the… Show more The position of Retail Bank Branch Manager would probably be easier described as what it is not. It is not a position where one would sit back and delegate all day long in the believe that both individual and team goals will be met. Things that my position here does entail are: Working together with my team of sales professionals to hone their expertise and talents to not only achieve their individual goals, but the goals that have been set for the branch. Ensuring the profitability of the branch through careful analysis and monitoring of the P & L. Create a work environment where my team can feel the open door policy and know that they are free to use their own creativity when they are driving towards hitting their goals. Building a customer experience where they are at the center and they know how important they are to us and our business. I have been involved in many activities such as managing the Loans for my region which consists out of 14 branches. I create and update Loan reports for each branch on a weekly basis to help those branch managers identify opportunities and rank where they are in comparison to their peers.I am also involved with developing a training program to help teach colleagues on how to use the tools at their disposal to identify sales opportunities. This involves profiling, sales techniques, and account analysis.AchievementsServed on the Branch Manager Advisory CouncilAchieved a rating of Green on our most recent Corporate AuditRanked #1 in the entire footprint for 8 of the 11 Focus Events in 2008 Show less

Primary responsibility was to manage the risk to the bank at a branch level. I would go from branch to branch and perform a SWOT analysis to evaluate their operational soundness. In addition I managed a staff of tellers and ensured that they perform within all the guidelines set forth by the bank and the federal government. Second to risk and operational management cam the sales management piece. I had to ensure that my teller and banker staff had daily goals and executed the required… Show more Primary responsibility was to manage the risk to the bank at a branch level. I would go from branch to branch and perform a SWOT analysis to evaluate their operational soundness. In addition I managed a staff of tellers and ensured that they perform within all the guidelines set forth by the bank and the federal government. Second to risk and operational management cam the sales management piece. I had to ensure that my teller and banker staff had daily goals and executed the required activities to reach those goals.The position included many other responsibilities which is better referenced on my resume.Also prior to my departure from Chase I was promoted to a Branch Manager.AchievementsServed on the Branch Manager Welcoming CouncilAchieved a Fully Satisfactory Corporate Audit rating Show less