Experience

Community Bank, N.A.

• United States
• Financial Services
• 700 & Above Employee

• VP, Government Banking Sales Manager

  • Oct 2022 - Present

  -Architected and implemented go-to-market sales plans to capitalize on business expansion, customer acquisition, and sales conversion opportunities while utilizing thoughtful cross-sell and upselling skills. -Developed strong cross-departmental collaboration to effectively execute sales and marketing campaigns, leading to a +50% increase in customer acquisition and retention. -Direct a team of 8 banking officers in the proficient execution of assigned duties and responsibilities while… Show more -Architected and implemented go-to-market sales plans to capitalize on business expansion, customer acquisition, and sales conversion opportunities while utilizing thoughtful cross-sell and upselling skills. -Developed strong cross-departmental collaboration to effectively execute sales and marketing campaigns, leading to a +50% increase in customer acquisition and retention. -Direct a team of 8 banking officers in the proficient execution of assigned duties and responsibilities while proactively tracking KPIs to identify and mitigate challenges and concerns. -Manage multiple business-critical responsibilities for 210+ branches, including proposal development, pricing structure, client support, and marketing strategy building to achieve desired results. -Lead an average of 30 client meetings per month to discuss and analyze strategic goals for the development of targeted marketing strategies and solutions for consistent business growth.

• Municipal Banking Sales Officer II

  • Jan 2019 - Present

  Burlington, Vermont Area -Managed a $2B government portfolio with over 1,000 key accounts across New York, Vermont, and Pennsylvania, tasked with scaling and exceeding assigned growth and profit targets. -Cultivated and maintained lasting client relationships and long-term government banking partnerships to meet and exceed set sales targets within the given timeline. -Established robust coordination with key decision-makers within government and state agencies to elevate the bank’s market position in line with… Show more -Managed a $2B government portfolio with over 1,000 key accounts across New York, Vermont, and Pennsylvania, tasked with scaling and exceeding assigned growth and profit targets. -Cultivated and maintained lasting client relationships and long-term government banking partnerships to meet and exceed set sales targets within the given timeline. -Established robust coordination with key decision-makers within government and state agencies to elevate the bank’s market position in line with industry dynamics, developments, and competitors’ activities. -Leveraged expertise in developing and implementing comprehensive client proposals inclusive with a focus on cash management, conservative investments, community, and customer service.

• Branch Manager/Loan Officer

  • Mar 2017 - Jan 2019

  Burlington, Vermont Area -Directed 6+ direct reports to proficiently execute day-to-day tasks and responsibilities, including managing lending operations while maintaining P&L accountability for the branch. -Implemented industry-leading Gamification Techniques to improve team engagement, synergy, performance, and productivity for 6 personnel. -Achieved Cash Management Branch of the Year Award for strengthening policy and SOP compliance outcomes.



Merchants Bank

• United States
• Banking
• 100 - 200 Employee

• Facilities Coordinator

  • Mar 2016 - Mar 2017

  Burlington, Vermont Area -Headed day-to-day facilities and general services management for 32 branches and 150-person service center, tasked with building strong cross-departmental coordination to achieve desired objectives. -Supported senior management in all facilities planning efforts, including vendor management, space planning, bank-wide purchasing, office security, and mailroom coordination to meet operational needs. -Monitored and resolved $1M in variances monthly by setting realistic budget demands in… Show more -Headed day-to-day facilities and general services management for 32 branches and 150-person service center, tasked with building strong cross-departmental coordination to achieve desired objectives. -Supported senior management in all facilities planning efforts, including vendor management, space planning, bank-wide purchasing, office security, and mailroom coordination to meet operational needs. -Monitored and resolved $1M in variances monthly by setting realistic budget demands in close coordination with the finance team, improving spending decisions based on up-to-date balance sheets. Show less



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• Aviation Electronics Technician

  • Jun 2012 - Jun 2015

  -Served as an integral part of the Naval Aviation Electronic Troubleshooting Team (Tiger Team), tasked with providing dedicated and elite technical support to a multitude of shore-based facilities. -Nomination for the prestigious Phoenix Award for securing $5M in cost savings by implementing various cost-cutting strategies across business verticals. -Administered a multitude of military property accounting databases while maintaining accuracy and completeness for high-volume files and… Show more -Served as an integral part of the Naval Aviation Electronic Troubleshooting Team (Tiger Team), tasked with providing dedicated and elite technical support to a multitude of shore-based facilities. -Nomination for the prestigious Phoenix Award for securing $5M in cost savings by implementing various cost-cutting strategies across business verticals. -Administered a multitude of military property accounting databases while maintaining accuracy and completeness for high-volume files and reporting collateral. Show less



TRIJANG BUDDHIST INSTITUTE

• United States

• Assistant Operations Manager

  • Apr 2009 - Jun 2012

  Northfield, Vermont -Led five personnel to effectively coordinate day-to-day facility management operations while providing dedicated administrative support to senior management. -Planned and executed scalable global event strategies focusing on optimizing logistics and procurement coordination. -Delivered proactive assistance to Trijang Rinpoche, including global travel arrangements, schedule maintenance, and executive protection while managing the office’s correspondence with relevant stakeholders.