Experience

• 

  Ledyard Financial Advisors

  • Concord, New Hampshire, United States

  • Vice President & Relationship Manager - Private Banking

    • Aug 2022 - Present
    • Concord, New Hampshire, United States

• 

  TD

  • Store Manager IIIM/ VP

    • Apr 2018 - Aug 2022

  • Store Manager

    • Jun 2013 - Apr 2018

    Develop and manage an account portfolio including: deposits, loans, fees and expenses (commercial, small business and consumer). Lead, coach, and motivate Store team to deliver legendary Employee and Customer Experience while achieving shareholder value through sales management. Ensure on-going training, performance management, and talent development. Responsible for overall performance of the store through all Store Sales, Service and Supervisory Personnel. Promote TD brand through active leadership within the community. SAFE Act Certified - take residential mortgage loan applications, offer or negotiate terms of residential mortgage loans.

  • Financial Services Representative

    • Oct 2005 - Jun 2013

    Active registration held with State Life & Health Insurance licensing. Act in a dual role as FSR and Customer Service Representative being the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing Customers. Active registration status with NMLS (Nationwide Mortgage Licensing System and Registry.