Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Private Client Banker
      • Apr 2023 - Present

      Nashville, Tennessee, United States I provide financing and money management solutions for athletes, entertainers, and any ancillary parties connected to the aforementioned.

    • Private Client Sales Director
      • Mar 2018 - Apr 2023

      Greater Los Angeles Area

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Homeowner Selection Committee Member
      • Jan 2014 - May 2017

      Greater Nashville Area, TN I served as a Member on the Homeowner Selection Committee. The Committee reviews applications for Habitat's homeownership program.

    • Australia
    • Banking
    • 1 - 100 Employee
    • Treasury Management - Commercial Deposit Specialist
      • Jun 2014 - Mar 2016

      Greater Nashville Area, TN I helped Avenue Bank's commercial clients improve cash flow, speed up receivables, simplify payments and prevent fraud.

    • Concierge Banker II
      • Jul 2013 - Jun 2014

    • Concierge Banker
      • May 2012 - Jul 2013

      Avenue Bank offers business and personal banking services through a team of professionals dedicated to serving the creative spirit of Nashville. “The difference is real” is not just a catchy tagline, it is our commitment and promise to our clients. From the hummingbird in our logo, to the warm welcome you’ll receive at our offices, we are a different kind of bank.

    • Budget Coach
      • Aug 2013 - Nov 2013

      Greater Nashville Area, TN

    • Family Services
      • Aug 2010 - May 2012

      Greater Nashville Area, TN Nashville Area Habitat for Humanity is an ecumenical Christian ministry that provides the life-changing opportunity for people to purchase and own quality, affordable homes. For two years I worked directly under the Family Services Director assisting in the first steps of evaluating applicants for NAHFH's Homeownership Program. Some of my job responsibilities included: • Maintained, organized, and evaluated records of 100 - 200 applicants per month • Reviewed income and… Show more Nashville Area Habitat for Humanity is an ecumenical Christian ministry that provides the life-changing opportunity for people to purchase and own quality, affordable homes. For two years I worked directly under the Family Services Director assisting in the first steps of evaluating applicants for NAHFH's Homeownership Program. Some of my job responsibilities included: • Maintained, organized, and evaluated records of 100 - 200 applicants per month • Reviewed income and debt obligations of applicants to determine eligibility • Evaluated questionnaires on eligibility for special grants with Federal Home Loan Bank and Tennessee Housing Development Agency • Created and updated Excel files and functions to maintain efficiency/functionality of client management process • Assisted in the organization of outreach events at various companies in Nashville and surrounding areas to promote our Homeownership Program Show less

Education

  • Lipscomb University
    M.B.A.
    2010 - 2012
  • University of Arkansas at Fayetteville
    Bachelors of Science, Business Administration, Finance
    2005 - 2009

Community

You need to have a working account to view this content. Click here to join now