As an accomplished and detail-oriented banking professional with extensive experience driving bank revenue by developing strong relationships with clients and helping them meet & exceed their financial goals, I have expertise in financial needs assessments and using consultative approaches to acquire & retain customers. I’m skilled in building and maintaining trustworthy relationships with Financial Advisors, branch teams and clients to optimize sales opportunities and support an assigned market area with banking and lending solutions, resulting in a reputation as “The Team Private Banker.” Additionally, I have a broad knowledge of numerous financial instruments and complex wealth management scenarios while consistently seeking to expand client base through aggressive profiling and marketing efforts. I have a strong faculty managing personal, corporate, and small business accounts while selling banking solutions to drive sales and revenue generation goals. Both colleagues and senior leadership have repeatedly recognized me for leadership qualities and the ability to manage, train and mentor individuals from varying backgrounds to promote team values. Please feel free to contact me with potential opportunities.