• Owned, managed, and built a residential and commercial glass installation company providing templating, ordering, and installation of glass shower doors, mirrors, insulated glass, table tops, flat glass and commercial storefront doors and windows.• Increased sales revenue by 49% from $937K to $1.4M by driving upselling efforts for various products, implementing budgets to reduce overall expenses by 11%, eliminating less profitable jobs, and narrowing business scope to focus on more strategic installations.• Hired and led a team of seven glaziers, coordinated all installation and templating appointments for customers, provided quotes, and maintained communication with clients throughout the project lifecycle.  Utilized CRM programs for quotes, work orders and invoicing, vendor contracts, inventory management, material ordering, accounts receivable and accounts payable. • Designed client solutions daily based on customer requests and input from team members and utilized all available information to identify optimal solutions safely and efficiently. • Led a large-scale plexi-glass project for the Wellesley School Department during Covid-19, partnered with town facility leads to ensure proper delivery and installation, which supported the reopening of the schools.

• Managed a team of five employees with a focus on customer service, new accounts and loan production goals, mortgage product origination, conducted monthly reviews, set goals, and coordinated scheduling. • Conducted internal branch sales initiatives to focus on selling banking products to current and new customers, including SBA loans, HELOC and mortgages. • Achieved recognition as Branch Manager of the Year in 2014 for increasing account sales by 200% and surpassing business lending goal by 60%. • Managed the implementation of branch campaigns to achieve specified loan generation, deposit growth, product sales, cross-selling, relationship development, and retention goals.• Oversaw sales processes including customer profiling, target setting, call preparation, coaching and managing results.• Maintained a regular schedule of sales calls on area businesses for both existing and prospective customers to obtain new business.• Developed, coordinated, and executed projects as requested by the Regional Manager.• Communicated weekly goals, evaluate progress, establish weekly calling plans, and coach for targeted relationship development results to sales.• Coordinated with other managers in a team setting to create and develop branch sales, service, and operational standards and policies.• Represented bank in the community by participating in civic, service and community organizations.

• Managed a team of nine employees with a focus on customer service, new accounts and loan production goals, mortgage product origination, conducted monthly reviews, set goals, and coordinated scheduling.• Oversaw the implementation of branch campaigns to achieve specified loan generation, deposit growth, product sales, cross-selling, relationship development and retention goals.

• Chosen as one of a select group to participate in a pilot program within MetroWest region for Financial Services, which included onboarding new hires and providing coaching and mentorship. • Passed licensing exam for Health and Life Insurance within 90 days of being onboarded to position. Exceeded new annuity and life insurance goals each of six quarters by over 50% while meeting or surpassing account opening goals.• Assisted in the development of the FSR program to train, mentor and onboard new financial services representatives.• Supervised four tellers and customer service representatives within the branch.