Bio
Experience
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President - Commercial Credit Underwriting Team Lead
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Jun 2022 - Present
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Senior Relationship Manager
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Jun 2016 - Dec 2022
Servicing a portfolio of Middle Market clients and prospects in the Central and Western MD regions with revenues in excess of $30MM.
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Relationship Manager Sales Program
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Sep 2015 - Jun 2016
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Senior Branch Manager
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Jan 2015 - Sep 2015
One Mall North Branch
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Branch Manager
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Mar 2014 - Dec 2014
Colombia 100 Branch
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Assistant Manger
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Jul 2013 - Mar 2014
One Mall North Branch
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Management Development Program 2012-2013
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Jun 2012 - Jul 2013
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University of Rochester
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Rochester, New York Area
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Alumni
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Aug 2008 - May 2012
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Rochester, New York Area
Recent Graduate
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Retention Sales Associate
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Jun 2009 - Dec 2011
Life Line is the leading provider of community-based preventive health screenings in the United States.Contact previous customers using internal database system to encourage and schedule future screening appointments based on customers results from earlier tests.Consistently lead teammates in appointments scheduled and overall revenue per appointment.Trusted to work remotely from Rochester, NY. Promoted to position based on performance in previous Customer Service Representative position.
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Customer Service Representative
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Nov 2007 - May 2009
Communicated with customers via phone to set appointments, answer questions, and offer additional services.Received training in medical terminology, sales and objection response, and C-Star Database System.
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Paychex
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Rochester, New York Area
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Business Development Intern
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May 2011 - Aug 2011
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Rochester, New York Area
Paychex is a recognized leader in the payroll and human resource industry, serving 560,000+ businesses nationwide. Completed summer experience in the Flexible Spending Account Department.Processed claims and assisted customer service representatives.Completed a project that further developed and evolved different aspects of their FSA debit cardDesigned a blue-print for Paychex’s mobile strategy that would help make its services more efficient and user friendly.
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Education
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2018 - 2021Loyola University Maryland
Master of Business Administration - MBA -
2008 - 2012University of Rochester
BA, Financial Economics
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Industry Focus. “Financial Services”
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