Experience

ClearPoint Federal Bank & Trust

• United States
• Banking
• 1 - 100 Employee

• Relationship Manager

  • May 2022 - Present

  Batesville, IN



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Institutional Trust Manager

  • Sep 2019 - May 2022

  505 N 7th St #200, St. Louis, MO 63101 • Manage over 70 main accounts and five billion dollars in assets • Serve as single point of contact for clients, investors and advisors • Grow portfolio through referrals from third party advisors • Monitor and place trades for pension payments, invoices and alternative investments • Monitor millions in incoming wires and assets to place into proper accounts • Advise clients on products and services offered by Wealth Management and install new lines • Audit… Show more • Manage over 70 main accounts and five billion dollars in assets • Serve as single point of contact for clients, investors and advisors • Grow portfolio through referrals from third party advisors • Monitor and place trades for pension payments, invoices and alternative investments • Monitor millions in incoming wires and assets to place into proper accounts • Advise clients on products and services offered by Wealth Management and install new lines • Audit institutional trusts and ensure compliance of ERISA accounts

• Personal Banking Specialist

  • Sep 2014 - May 2022

  10 North Hanley Road, Clayton, Mo 63105 • Lead the district in pipeline for four years running • Awarded “Million Dollar Club” on multiple occasions • Managed a private book of high net worth clientele • Served as mentor/trainer to new hires • Financed business equipment and cash flow lending • Expanded relationships with active and former clients through care calls



Bank of America

• United States
• Banking
• 700 & Above Employee

• Sales Associate, Home Loans

  • Apr 2013 - Sep 2014

  Clayton Missouri • Reviewed Mortgage applications for inconsistencies • Coached Mortgage Loan Officers on successful compliance practices • Integrated Loan Officers into new federal laws and regulations • Lead production meetings and set clear team goals



The Scarbrough Group

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Export Specialist

  • Jun 2009 - Apr 2013

  Saint Louis, Missouri • Oversaw all aspects of logistics on international shipments • Managed book of business holding largest Scarbrough accounts • Proactively provided resolutions for possible setbacks • Developed and maintained excellent relationships with government agencies