Business Development, Sourcing, Candidate Experience, Relationship Management for Hardware Engineering.

Series B Start Up: SaaS Tax & Accounting / FinTechStrategically sourced and hired for (L1-Director) Engineering, Product, Marketing and Sales roles. Proactively sourced and closed prospects through utilization of CRM, cold calling, strategic marketing, referral networks selling the mission and vision of TaxBit along with the impact of the current products being built.

Supported and sourced for Meta’s FinTech division - Meta Financial Technologies. Successfully generated and cultivated a robust candidate pipeline, engaging with prospects and candidates from some of the world’s most innovative technical and financial firms.

Business Development and Client Advisor for Columbia Bank’s Wealth Management Group: Brokerage, Private Banking and Trust Services. Responsible for sales targets and providing oversight and direction for 32 retail branches in the greater Pierce and Kitsap County region. Provided fee based financial planning, banking and insurance services to high net worth clients (>$5MM) with a core focus on relationship management.

2015-2018: Investment SolutionsBusiness Development and Relationship Advisor for Key Bank’s Wealth Management Group; Covered Key Bank’s largest opportunity market with 62 retail branches and managed a client book of 90 high net worth banking and investment management clients consisting of C suite / executive / directors, RE investors, physicians and businesses > $20MM.2012-2015: Retail Payment SolutionsRegional Program Manager and Relationship Advisor for Key Bank’s Workplace Banking Program; Focused on growing net new household growth targets through product planning, b2b networking and direct influence over 32 retail offices spanning between Seattle, Tacoma and Eastern Washington. Engaged and sold deposit, cash management and retirement solutions to businesses > $25MM