Experience

IntraFi

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Rocky Mountain & Northwest

  • Mar 2019 - Present

  Since its inception in 2002, IntraFi has grown to become the #1 provider of deposit services to U.S. financial institutions, a leading provider of overnight and term funding solutions, and a recognized fintech, not to mention one of the nation’s best places to work. The company’s network of nearly 3,000 financial institutions is the largest of its kind. It brings scale, stability and reliability, and the confidence of working with a category leader. More than half of all banks in the United States, from small community banks to large national ones, are members of IntraFi’s network of financial institutions, as are many of the nation’s largest brokerage firms. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Lending District Sales Manager

  • Oct 2014 - Feb 2019

  Remote business-to-business outside sales covering Colorado, Arizona, New Mexico, Washington, Oregon, Wyoming, and Montana. Facilitated the delivery of consumer private label credit card programs, e-commerce, and point-of-sale lending to merchants. Target industries included health care, home improvement, home furnishings, jewelry, appliances, and electronics. • Selected as Top Performer (President's Club) for 2017 • Consistently ranked at the top in volume, signings, and quality metrics Show less



First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Business Development Manager, Strategic Partnerships

  • Jan 2014 - Oct 2014

  First Tech Federal Credit Union is a $16 billion in assets financial institution. It is the 6th largest credit union in the country serving the world’s leading technology-oriented companies and their employees, including HP, Microsoft, Agilent, Intel, CISCO, Amazon, Nike, CH2M HILL, Intuit, Google and more. First Tech offers a full range of banking services, including traditional banking, mortgage, financial planning and insurance services. As a Business Development Manager, I established relationships with existing and prospective Select Employer Groups (SEGs) to significantly grow credit union memberships and expand product and service utilization. Primary responsibilities included establishing executive level SEG relationships in HR, Real Estate, Finance and Business, managing core SEGs as strategic alliances and creating business plans and executing on key initiatives to the mutual benefit of the SEG, its employees, and the credit union. Defined territory was the state of Colorado, Boston metro, and Atlanta metro. • #1 Business Development Manager by new addressable field of membership signed in 2014 including three publicly traded companies added as partners Show less



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Business Banking Relationship Manager

  • Jun 2013 - Jan 2014

  Responsible for business development and relationship management, with an emphasis on lending to focus industries including medical, legal, professional services, manufacturers, and distributors. Effectively leveraged expertise in real estate acquisition/refinance, construction, equipment finance, and working capital lines of credit. Preferred SBA lender providing comprehensive banking solutions including depository, treasury management, merchant services, and payroll services.• #1 Relationship Manager in new money funding since entering role• #1 in new merchant services and Treasury Management revenue 3rd quarter 2013• #1 in net new business households• #1 in partner referral revenue Show less

• Small Business and Retail Lending Manager

  • Nov 2011 - Jun 2013

  Led all small business banking and consumer lending efforts in Tampa Bay covering 47 branches. Responsible for driving balance sheet growth and fee initiatives in all small business and consumer lending categories including commercial mortgage, commercial lines/loans, SBA, merchant services, treasury management, residential mortgage, home equity, auto, and credit cards.In 2012, out of 18 Affiliates, Tampa Bay ranked:• #1 in year over year loan unit growth, 49% increase vs. Bancorp average of 3% decrease• #1 in business loans per financial center• #2 in merchant services sales per financial center• #2 in closed treasury management referrals• #2 in small business household cross sell ratio Show less

• Financial Center Manager and Investment Representative

  • Nov 2009 - Nov 2011

  Led a high performing team of retail Customer Service Managers, Personal Bankers, and Customer Service Representatives for two of the largest and most profitable branches in Tampa Bay while holding Series 6, Series 63, and FL Life and Health insurance licenses. Responsible for new household acquisition with a focus on small business. Fostered mutually beneficial relationships with internal partners across lines of business including Business Banking, Private Banking, Investment Advisors, and Mortgage. Developed extensive circle of influence and external referral sources. Excelled in sales, service, and operations.• President’s Circle 2010 and 2011 (top 5%)• Center ranked #1 in Sales Force Effectiveness in 2011 out of 1,300 branches• 6 time Customer Experience Award winner• Center ranked #1 in 2011 total investment and insurance revenue in Tampa Bay• 8 digit balance sheet growth 2 years in a row at 2 separate branches• Grew commercial deposits by over 39% in one year at Seminole location• Center ranked #1 in commercial loans (16) in 2011 Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Manager, Loan Production Office

  • Jun 2002 - Oct 2009

  Recruited, hired, coached, and managed a team of 9 loan officers and 2 loan processors. P&L responsibility for the largest branch in the state of Florida. Exceeded personal sales goals while simultaneously ensuring sales goals of each team member were met. Sourced and negotiated dealer financing for local merchants and capitalized on new accounts as a lead source for the office to cross sell mortgage, home equity, auto, personal loans, and credit cards. Utilized lending authority to appropriately decision loan applications and maintained extremely low bad debt percentages. Served as recruiting head for Tampa Bay and made hiring decisions for 8 offices. • Set record for branch profit, $1.8 million in 2006 • Five time First Quarter Fast Start Contest winner • Level 5 (scale of 1 to 5) on every performance review for 7 consecutive years • Set record for mortgages closed in 1 month, both personally and as an office • Developed 3 entry level hires to manager positions • Grew branch from $28 million in assets to $85 million during my tenure Show less



Brainbuzz.com Inc.

• Territory Manager, Business Development

  • Jun 1999 - May 2002

  Information Technology services, business to business outside sales. • Developed territory with 2nd highest recurring revenue out of 25 • Ranked #1 in total contracts closed 2 years in a row Information Technology services, business to business outside sales. • Developed territory with 2nd highest recurring revenue out of 25 • Ranked #1 in total contracts closed 2 years in a row



Brown University

• United States
• Higher Education
• 700 & Above Employee

• Teaching Assistant, Engineering Department

  • Sep 1997 - Jun 1998

  Managerial Decision Making for Industrial and Non-Proft Organizations Managerial Decision Making for Industrial and Non-Proft Organizations