Experience

LeadingBeyond.com

• Human Resources Services
• 1 - 100 Employee

• Career Consultant & Job Search Counselor

  • Jun 2014 - Present

  Specialties for Professionals and College Students in: ⦁ Career Focus and Personal Improvement ⦁ Assisting in Personal Direction ⦁ Redoing Resumes, LinkedIn, Elevator Speech, Interviewing ⦁ Creating Personal Plans ⦁ Marketing and Promoting Value Proposition Specialties for Professionals and College Students in: ⦁ Career Focus and Personal Improvement ⦁ Assisting in Personal Direction ⦁ Redoing Resumes, LinkedIn, Elevator Speech, Interviewing ⦁ Creating Personal Plans ⦁ Marketing and Promoting Value Proposition



LPL Financial Services

• United States
• Investment Banking
• 1 - 100 Employee

• Lead Relationship Manager, Institution Services Business Consulting

  • Oct 2011 - Nov 2012

  Provided investment sales and management consultation to senior leadership and financial advisors for community banks and credit unions. Developed customized business and marketing plans to grow a more sustainable investment practice and sales process to reach goals and success. Highly engaged with talent-acquisition process, training & coaching, and transition needs to connect clients with community served. Provided investment sales and management consultation to senior leadership and financial advisors for community banks and credit unions. Developed customized business and marketing plans to grow a more sustainable investment practice and sales process to reach goals and success. Highly engaged with talent-acquisition process, training & coaching, and transition needs to connect clients with community served.



Website Marketing and Management

• IT Services and IT Consulting

• Customer Relations Manager

  • 2010 - Apr 2011

  Fastnote.com is a unique, newly launched website founded on the proposition to give everyone a greater voice. Fastnote- "Speak your mind- Praise what's good. Change what isn't!" On the website users can write civil anonymous notes to anyone, and those notes are posted publicly where everyone can read, vote and comment on public anonymous email. Worked directly with Fastnote co-founders to foster website's user interface and client experience from on-boarding new client, marketing and promotion, to website moderator. Involved in recruitment of college students to help spark interest of website to millennials on college campuses.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Vice President/Senior Change Consultant

  • 2006 - 2009

  Worked on trading floor providing consulting expertise in corporate change initiatives. Distributed market analysis and economic data to select business partners to support risk management. Helped coordinate processes and procedures for trading oversight and risk management. Line of business mentor for Corporate Research Shadowing Program providing training for college recruits interested in career exploration. Worked on trading floor providing consulting expertise in corporate change initiatives. Distributed market analysis and economic data to select business partners to support risk management. Helped coordinate processes and procedures for trading oversight and risk management. Line of business mentor for Corporate Research Shadowing Program providing training for college recruits interested in career exploration.



Parent & Education Advocate

• Non-profit Organizations
• 1 - 100 Employee

• Parent Volunteer & Community Outreach

  • 1998 - 2006

  Chose to stay at home to spend quality time raising my children for life success. •CMS Volunteer: PTA Co-Chair, School Leadership Team, Parent Enrichment, Nature Trail Committee, Grounds & Campus Beautification, Prospective Parents Committee, Science Enrichment. •SouthPark Campus Taskforce: Fundraised $650,000 to improve campus perimeter. Collaborated with CMS, Parks and Recreation, parents, and business community for the 120-acre campus renovation. Chose to stay at home to spend quality time raising my children for life success. •CMS Volunteer: PTA Co-Chair, School Leadership Team, Parent Enrichment, Nature Trail Committee, Grounds & Campus Beautification, Prospective Parents Committee, Science Enrichment. •SouthPark Campus Taskforce: Fundraised $650,000 to improve campus perimeter. Collaborated with CMS, Parks and Recreation, parents, and business community for the 120-acre campus renovation.

• Senior Vice President/Institutional Fixed Income Investment Sales/Sales Manager

  • 1989 - 1998

  Leader on Institutional Fixed Income Investment Sales team providing liquidity investment solutions for institutional clients as part of a consultative, solutions-oriented approach to ensure liquidity growth for the bank. Territories included Northeast and Southeast. A top sales performer in client development and retention. Leader on Institutional Fixed Income Investment Sales team providing liquidity investment solutions for institutional clients as part of a consultative, solutions-oriented approach to ensure liquidity growth for the bank. Territories included Northeast and Southeast. A top sales performer in client development and retention.