Experience

The Federal Savings Bank
• United States
• Financial Services
• 700 & Above Employee
• Vice President/Mortgage Loan Officer

  • Mar 2022 - Present


Hypotec Inc - NMLS ID 331734

• Senior Mortgage Loan Officer

  • Jul 2020 - Feb 2022

  33065, Coral Springs, Florida, United States



City National Bank of Florida

• Banking
• 1 - 100 Employee

• Vice President Private Client Group Officer

  • Aug 2018 - Nov 2019

  Fort Lauderdale, Florida



PNC

• Travel Arrangements
• 1 - 100 Employee

• AVP/Senior Relationship Manager

  • Oct 2013 - Aug 2018

  Boca Raton, FL Manage and grow a portfolio of over $35 Million total assets consisting of 300 affluent households through in-depth profiling, consultative selling and exceptional customer care to create the best financial outcomes for these clients. Mentor, coach and develop new relationship managers as assigned. Coordinate with PNC line of business partners to grow the banking, lending and investment relationships and develop new business.

• Financial Specialist II/Business Specialist

  • Sep 2011 - Sep 2013

  Boca Raton, FL Act as the branch “Financial Concierge” to grow the customer share of wallet and banking and investment relationship by conducting effective consultative conversations, leveraging all PNC lines of Business, and provide exceptional customer service. Serve as the branch Business Banking Specialist. Mentor, coach and train branch staff to identify and refer investment and business banking opportunities.



NutraPharma Corp

• United States
• Biotechnology Research
• 1 - 100 Employee

• Financial Manager

  • Feb 2010 - Mar 2011

  Coral Springs, FL Designed and established an organizational structure for 3 start-up companies and 6 established companies generating in excess of $3 million in annual revenues (also managed family’s personal finances in excess of $1 million). Served as key point of communication between banks, finance service institutions, and company’s key employees. Evaluated cash needs of each company and implemented strategies to improve cash flow efficiency. Established credit facilities and identified opportunities that… Show more Designed and established an organizational structure for 3 start-up companies and 6 established companies generating in excess of $3 million in annual revenues (also managed family’s personal finances in excess of $1 million). Served as key point of communication between banks, finance service institutions, and company’s key employees. Evaluated cash needs of each company and implemented strategies to improve cash flow efficiency. Established credit facilities and identified opportunities that fit companies’ investment and cash objectives. Monitored and evaluated performance of investment portfolio, credit facilities, cash flow and implemented appropriate changes when necessary. Show less



Wachovia, A Wells Fargo Company

• Licensed Financial Specialist

  • Jun 2009 - Dec 2009

  Deerfield Beach, FL Responsible for driving branch P&L growth by prospecting in and out of branch, cross-selling existing customers to capture entire relationship, and improve customer retention and service scores. Coached / mentored tellers to identify untapped sales opportunities. Identified business opportunities and referred to appropriate lines of business partners.



Bank of America

• United States
• Banking
• 700 & Above Employee

• AVP/Premier Client Manager

  • May 2005 - Jan 2009

  Fort Lauderdale, FL Managed a portfolio of over 110 affluent clients who require financial services and products to meet their business and personal needs. Primary point of contact for the client. Accountable for self-prospecting to develop and retain long term, profitable client relationships. Drove results by leading, directing and coordinating internal partners in analysis and execution of their products and services to meet the needs of clients and prospects. Successfully grew and managed a book of business

• Small Business Specialist

  • 2003 - 2005

  Coral Springs, FL Developed and managed small business banking relationships within the branch and prospecting for new business. Assumed responsibility to coach and mentor the entire branch team to uncover sales opportunities, increase teams level of comfort and effectiveness with business customers and prospects. Developed business plans, strategies and marketing campaigns around the growth of business loans and deposits. Delivered results in branch by consistently exceeding sales goals and being well versed… Show more Developed and managed small business banking relationships within the branch and prospecting for new business. Assumed responsibility to coach and mentor the entire branch team to uncover sales opportunities, increase teams level of comfort and effectiveness with business customers and prospects. Developed business plans, strategies and marketing campaigns around the growth of business loans and deposits. Delivered results in branch by consistently exceeding sales goals and being well versed in all products and services for proper identification of cross-sales opportunities.

• Senior Personal Banker

  • 2001 - 2003

  Fort Lauderdale, FL

• Personal Banker

  • 1998 - 2001

  Fort Lauderdale, FL


Josepthal & Co., Inc
• United States
• Venture Capital and Private Equity Principals
• Stockbroker

  • Apr 1995 - Apr 1998