• Built a new sustainable, eco-friendly wine company to bring trust and transparency to the wine industry • Successfully coordinated the compliance and shipping to serve a national customer base in 42 states• Analyzed and adjusted entire supply chain to be sustainable, both economically and for carbon emissions

• Founded wine and beverage company serving event businesses, corporations and consumers; sold successful company in 2018

• #1 Licensed Banker in the Peninsula Region for new investment assets acquired during Q2 2011, Q4 2010, Q3 2010, Q1 2010 and Q4 2009.• Initiated a potential $300 million business opportunity with a local sports franchise for Wells Fargo Private Bank.• 100% perfect customer satisfaction surveys conducted by Gallup in 2011.• Teaming with Financial Advisors to transform high net worth bank customers into Wealth Management clients.• Working with high value customers to determine their needs, then finding appropriate solutions and services and referring customer to partners.• Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities.

• Facilitated over $60 million of securities trades and transfers via gift donations.• Tracked the funding, corporate actions and liquidation of direct venture investment portfolios totaling over $900 million.• Provided high touch service for donors and delivering brokers to manage efficient transactions on gift stock transfers.• Performed research on gift securities, analyze gift security data and create meaningful reports to present to department heads and the Board of Trustees.

• Actively serviced and profiled current and potential corporate service clients in order to cross-sell suitable investment products and services.• Supervised the branch corporate services team of junior brokers.• Traded securities and rebalanced clients’ portfolios. • Initiated reinvestment efforts between Corporate Service clients and Financial Advisors.• Facilitated transactions with clients, conducted market research and assisted Financial Advisors.