Experience

Hartman Executive Advisors

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Executive Advisor

  • Apr 2022 - Present

  Executive Advisor with the Financial Services team. Executive Advisor with the Financial Services team.



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Service Partner - Open Solutions Division

  • Jul 2018 - Apr 2022



Howard Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President - Treasury Management Operations Manager

  • Mar 2018 - Jul 2018

  1st Mariner Bank was acquired by Howard Bank. 1st Mariner Bank was acquired by Howard Bank.



1st Mariner Bank

• United States
• Banking
• 100 - 200 Employee

• Vice President - Director of Treasury Management Operations

  • Jan 2012 - Mar 2018

   Segregated Treasury Management (TM) operations for more specialized customer service to track and manage activity.  Conducted market analysis regarding the pricing of TM services and revamped the fee structure, cultivating more clients and growing our TM portfolio by approximately 40% in 3 years.  Eliminated outsourced services saving the bank over $36,000 annually and initiated relationships with outside vendors to offer services with no additional expense netting the bank over $24,000 in profit annually.  Communicate with all areas of the bank and outside vendors to insure technology is up to date, information on customer issues is effectively disseminated and solutions are expedited.  Provide reports to upper management to track changes in sales trends and profits. Show less

• VP, Cash Management Sales Manager (May 2006 – December 2011)

  • May 2006 - Dec 2011

   Conducted all of the cash management product and service training for bank personnel, creating a unique “Cash Management Quick Reference Guide.”  Created an analysis matrix for customers, showing activity trends and cost comparisons, and diagrammed effective account structures illustrating savings available through efficient utilization of services.  Sold cash management services to small businesses and commercial customers, providing support for products and services.



Susquehanna Bank

• Banking
• 700 & Above Employee

• Cash Management Sales Representative

  • May 2000 - May 2006

   -Responsible for reviewing and maintaining cash management relationships.  -Conducted cash management training and support. -Interfaced with all levels of bank personnel.

• Commercial Banking Representative

  • May 1997 - Apr 2000

   Created and maintained commercial loan credit files. Created reporting tools to monitor monthly loan activity and manage loan exceptions. Processed customer funding requests and acted as an intermediary between internal and external customers. Created a matrix for customers to illustrate the earning potential for overnight sweep customers.

• Teller and Assistant Branch Manager

  • Mar 1994 - May 1997

  Began with bank as a teller at the Headquarters branch and was promoted to Assistant Branch Manager within a year.