Experience

Finicity, a Mastercard Company

• United States
• Financial Services
• 500 - 600 Employee

• Senior Client Success Manager

  • Dec 2020 - Present



Degreed

• United States
• Software Development
• 300 - 400 Employee

• Enterprise Business Development

  • Sep 2020 - Dec 2020



WebBank

• United States
• Banking
• 100 - 200 Employee

• Vendor Management Program Manager

  • Nov 2019 - May 2020

  Vendor Management Program Manager, WebBank- Oversee on-boarding and risk management for all Bank and Strategic Partner Vendors- Run the vendor management program after the SVP, VP, and manager of the department all left the company. Critical business functions remain operational and profitable.

• Strategic Partner Program Analyst

  • Apr 2019 - May 2020

  - Help program managers with risk assessment, reporting, and other tasks relating to the business relationship with several partners- Assist Strategic Partners (Yamaha, Dell, Paypal, Prosper, and Klarna) in their contractual obligations, which has led to 5 million in revenue generated



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Premium Relationship Associate

  • Aug 2014 - Mar 2019

  - Educating 401k participants toward making appropriate Investment Solutions - Responsible for calling clients regarding their inactive workplace accounts, profiling, addressing questions, and connecting them with Retirement Solutions Representatives to assist clients and retain business - Educating 401k participants toward making appropriate Investment Solutions - Responsible for calling clients regarding their inactive workplace accounts, profiling, addressing questions, and connecting them with Retirement Solutions Representatives to assist clients and retain business



Cricket Wireless

• United States
• Telecommunications
• 700 & Above Employee

• Sales Coordinator

  • Jul 2012 - Dec 2013

  - Responsible for the legal process of acquiring and terminating independent Cricket stores- Performed store audits to ensure sales processes and procedures were being followed- Managed corporate and dealer relations- Managed sales reporting- Provided training for new promotions and procedures- Ensured marketing material was correct and brand message was current- Coordinated supply deliveries

• Sales Representative

  • Sep 2010 - Jul 2012