Focused on optimizing working capital and improving financial processes to enhance client efficiency and support business growth. Collaborates with teams to consistently exceed targets while delivering exceptional service and managing complex portfolios. Specializes in risk mitigation, high-value transaction resolution, and providing proactive support to ensure client success.

Managed and grew a portfolio of clients, drove customer satisfaction by understanding customer needs, analyzing viable options, and providing custom solutions. Forged and established referral relationships with professionals in aligned industries, such as real estate.

Developed and executed strategies to grow relationships with targeted market, drive customer satisfaction, and managed $6.5B in Plan Assets consisting of Defined Contribution, Defined Benefits, and Trust & Custody retirement solutions. Partnered with advisors and consultants to ensure Wells Fargo was a top consideration for new and existing sales opportunities. Provided outstanding service to clients by being a single point of contact for all servicing needs.