Owner

• 2019 - Present

• Successfully started and continue to operate a small business taking it from $0 to over $1.5M in annualized sales, built a significant high-end client base, managed all aspects of scheduling, management, operations and logistics. • Creating opportunities through building brand awareness via marketing, networking, etc. • Successfully started and continue to operate a small business taking it from $0 to over $1.5M in annualized sales, built a significant high-end client base, managed all aspects of scheduling, management, operations and logistics. • Creating opportunities through building brand awareness via marketing, networking, etc.

Owner

• 2020 - Present

Finance

• 2014 - 2019

• Bought and sold loan products in the luxury space, exceeded goal targets for non-interest revenue through selling ancillary protection and insurance products. • Understanding of credit and underwriting as well as purchase habits of high-end clients. • Bought and sold loan products in the luxury space, exceeded goal targets for non-interest revenue through selling ancillary protection and insurance products. • Understanding of credit and underwriting as well as purchase habits of high-end clients.

Banking Center Manager

• 2012 - 2014

• Responsible for banking center operations including on-site Business Banking, MLO, Merrill Lynch FSA, and U.S. Trust department in addition to standard branch staff. • Partnering with multiple lines of business to build holistic financial plans for client base. • Responsible for banking center operations including on-site Business Banking, MLO, Merrill Lynch FSA, and U.S. Trust department in addition to standard branch staff. • Partnering with multiple lines of business to build holistic financial plans for client base.

Branch Team Leader (Licensed)

• 2010 - 2012

• Drove revenue by sales of deposit, credit, and investment products that solved client’s problems after conducting needs analysis, balancing with appropriate risk mitigation. • Understanding Regions brand, culture, values, and mission to be more than just a bank. • Drove revenue by sales of deposit, credit, and investment products that solved client’s problems after conducting needs analysis, balancing with appropriate risk mitigation. • Understanding Regions brand, culture, values, and mission to be more than just a bank.