Senior Vice President Sales Leader

• Jan 2022 - Present

Board Member

• Dec 2010 - Present

I started as a Young Leaders Board member as we became the 1st chartered YL's entity for the Salvation Army ever. I served as Treasurer and Chair then transitioned to the Advisory Board in January 2017. I started as a Young Leaders Board member as we became the 1st chartered YL's entity for the Salvation Army ever. I served as Treasurer and Chair then transitioned to the Advisory Board in January 2017.

Vice President Private Banking

• Aug 2015 - Jan 2022

As a Private Banker at Wilmington Trust, I am responsible for meeting the financial needs of high net-worth individuals and families throughout Central NY and the Southern Tier, with particular expertise in working with closely-held business owners. I provide strategic advice, highly personalized service, and access to banking and lending solutions including: tailored credit solutions, premium deposit accounts and cash management services, residential mortgages and home equity lines of credit, and yacht and aircraft financing. In addition, I coordinate a broad range of specialized services available through our Wealth Advisory Team, including: investment management, planning, trust, family governance, and family office services.

Life Insurance Licensed

• Feb 2010 - Jan 2022

Commercial Branch Manager, Vice President

• Nov 2008 - Jul 2015

As a Commercial Branch Manager for M&T Bank I assisted many businesses from the Downtown Syracuse office managing 500+ commercial relationships and provided lending up to $3 million. I consulted and educated new business owners and seasoned entrepreneurs on the financial tools available to help their organization succeed. Growing up in a family of entrepreneurs, I was able to use that experience to better understand some of the dynamics of a small business owner. This is the largest branch in the CNY Region that had multi-site responsibilities and maintained Presidents Council often.

Finance Council Member

• Oct 2010 - Jun 2014

Board Member & Treasurer

• Sep 2008 - Jan 2011

AVP Business Banking Specialist

• Sep 2006 - Nov 2008

Financial and strategic planning for commercial customers while developing and expanding account relationships within 5 branches. Portfolio management for approx. 200 customers with lending needs up to $350M. Collaboratively worked with business partners on deals up to $3MM. Compile and analyze the necessary financial documents to develop timely and complete credit recommendations. Worked with local organizations such as SBA, SBDC and SCORE. “Lived the Brand” by actively participating in community organizations to enhance centers of influence.

District Sales Manager

• May 2004 - Aug 2006

Qualified for 2 Sprints, 150% plan Automatic Data Processing, Inc. is one of the world's largest providers of business outsourcing solutions. Leveraging nearly 60 years of experience, ADP offers the widest range of HR, payroll, tax and benefits administration solutions from a single source. ADP's easy-to-use solutions for employers provide superior value to organizations of all types and sizes. ADP is also a leading provider of integrated computing solutions to auto, truck, motorcycle, marine and recreational vehicle dealers throughout the world. I worked in ADP's fastest growing segment of the US Market which serves over 10.5 million businesses by selling within a protected geographic territory to small businesses with 50 employees and less. I attracted and prospected for new business clients while maintaining, growing and cross-selling a current client base. A combination of cold-calling, footing, and networking techniques were used to expand business opportunities, such as, developing relationships with Accountant and Bank channels. This was a fast paced environment, with strict accountability to exceeding weekly, monthly, and annual quotas. Training was of the highest level.