Experience

LifeBUILDERS

• United States
• Individual and Family Services
• 1 - 100 Employee

• Finance Director

  • Jun 2019 - Present



Citizens Investment Services

• United States
• Financial Services

• Financial Advisor

  • Apr 2015 - Jun 2019



Citizens Financial Group, Inc.

• Banking
• 700 & Above Employee

• Premier Relationship Manager

  • Apr 2014 - Apr 2015

  Services portfolio of affluent households with investable assets of $500,000 or more.Develop and deepen long term relationships with clients through proactive and regular contact.Provide high-level customer service to clients by addressing and resolving issues/concerns and coordinating client service activities within other areas of the organization.Contribute to profit, sales and product targets of the Retail and Wealth Management division by offering appropriate financial solutions and banking services to the portfolio of clients.



JPMorgan Chase

• United States
• Investment Management

• Relationship Banker

  • Feb 2010 - Apr 2014

  • Work closely with high net worth clients to acquire and deepen overall relationships• Prospect for new business and personal banking relationships• Cultivate existing banking relationships for the purposes of retention• Assist business clients execute cash flow management strategies• Advising clients on financial matters • Making investment presentations • Work closely with high net worth clients to acquire and deepen overall relationships• Prospect for new business and personal banking relationships• Cultivate existing banking relationships for the purposes of retention• Assist business clients execute cash flow management strategies• Advising clients on financial matters • Making investment presentations