Experience

Milestone Mortgage Solutions LLC- NMLS#1815656

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Originator

  • Apr 2023 - Present

  It's my passion to help New England homebuyers and homeowners, homes and home financing solutions that meet your goals. Call me today to discuss your home financing solution. It's my passion to help New England homebuyers and homeowners, homes and home financing solutions that meet your goals. Call me today to discuss your home financing solution.



Style Mortgage

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Mortgage Loan Officer

  • Aug 2022 - Apr 2023

  Equal Housing Lender Equal Housing Lender



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Home Mortgage Consultant NMLS ID1757670

  • Aug 2021 - Jul 2022

  Equal Housing Lender. Equal Housing Lender.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Mortgage Loan Originator

  • Jun 2018 - Aug 2021



State Street

• United States
• Financial Services
• 700 & Above Employee

• Vice President Client Services

  • Jul 2014 - May 2016

  Managed client service team, overseeing client relationships with High Net Worth Clients and Family Investment Officers.-P&L oversight Business Development and Revenue opportunities-Risk Management and regulatory oversight -Client Service team management, training, and development-Operations Management-Project Management

• Project Manager

  • Feb 2013 - Jul 2014

  Project Management for Software deployment project in the Global Operations group.•Led project team to ensure business requirements were being incorporated into software design for business transformation initiative.•Directed business plan for business owners, developers, and business analyst teams to ensure high adoption rates and deployments met milestones and projects were completed on time and at no additional cost.



Satuit Technologies

• United States
• Financial Services
• 1 - 100 Employee

• Sr Operations Manager & Head of Client Services

  • Oct 2011 - Feb 2013

  Managed client services and relationship team for over 300 clients with over $15 million (M) in annualized revenues. •Exceeded client retention rates and managed large Tier One accounts with a 100% retention rate. •Increased revenue by 4% with Tier one accounts and 7% overall. •Managed Global Support Desk, overseeing three satellite locations. •Met 100% timeliness for 12 client on-boardings. •Improved all client communication by reorganizing and consolidating business model to a single point of access •Developed and implemented Executive Dashboard Reports providing trending analysis to the executive committee. •Instituted a process to ensure all client sales leads were communicated and followed-up with the sales team, led to four new relationships. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• VP Client Service Manager

  • Oct 2006 - Mar 2009

  -Successfully managed client expectations by redefining value-added metrics. -Demonstrated accountability and leveraged retention strategies which led to a progressive and innovative client and internal partnerships. -Dynamically coordinated resources to design and implement “non-business as usual” client requests. -Reliably scheduled all client meetings, responsible for communicating and delivering action items ensuring all participants clearly understood the goals and/or process of the meeting. -Effectively and efficiently coordinated all external and internal audits ensuring timely results, so no overage charges were incurred. -Ambitiously led enterprising cross-sell efforts for proprietary products and overseeing their successful implementation. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• VP Client Service Manager

  • Dec 2005 - Oct 2006

  -Managed 4 UK based clients, consisting of US domiciled commingled funds, over $12 Billion in assets, and over $11 million in annualized revenue.-Managed Profit and Loss statements, and pursued revenue opportunities by cross selling various products across the organization.-Implemented new business to ensure on-boarding was transparent and responsible to design, test and launch “non-business as usual” client request or new products.-Coordinated and documented all client meetings and/or visits as well as managing external audits of the fund’s records. Show less

• AVP, Fund Manager

  • Aug 1998 - Dec 2005

  -Managed the day to day relationship with Fund Treasurer’s office ensuring deliverables were met on a consistent basis and at a high service levels.-Responsible for hiring and training new staff to meet complex service models and standard operating procedures-Implemented new products and services.-Coordinated and managed internal and external audits of the fund’s records.-Responsible for maintaining and improving profitability.

• Account Manager

  • Jun 1993 - Aug 1998

  -Managed the day to day operations of a fund accounting team, providing custody and accounting services to institutional investors.-Responsible for training new staff to meet standard operating procedures.-Implemented new products and services.-Coordinated resources for internal and external audits of the fund’s records.