Experience

Pinnacle Financial Partners

• United States
• Law Practice
• 1 - 100 Employee

• Treasury Management Analyst

  • Oct 2022 - Present

  Charlotte, North Carolina, United States



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Treasury Management Sales Analyst II

  • Jun 2012 - Oct 2022

  Charlotte, North Carolina Area • Provide support to a Sales Consultant with an annual goal of $1,800,000. Worked on the Financial Institutions team 2017-2021; transitioned to Technology, Media,Telecom December 2021 • Assist Sales Consultants with all pre-call and post-call sales activities; pricing proposals/presentations along with pricing recommendations • Monitored and drove portfolio growth by reviewing key financial indicators and monthly trends; Generating independent sales • Maintained and fostered positive… Show more • Provide support to a Sales Consultant with an annual goal of $1,800,000. Worked on the Financial Institutions team 2017-2021; transitioned to Technology, Media,Telecom December 2021 • Assist Sales Consultants with all pre-call and post-call sales activities; pricing proposals/presentations along with pricing recommendations • Monitored and drove portfolio growth by reviewing key financial indicators and monthly trends; Generating independent sales • Maintained and fostered positive relationships with both internal and external business partners • Consult with internal and external clients and identify opportunities to enhance their knowledge around Wells Fargo’s treasury services products • Serves as a subject matter expert for new hires to review systems, processes, policies and procedures

• Client Serivce Officer III

  • Apr 2007 - Jun 2012

  Charlotte, North Carolina Area Serve as a dedicated single/first point of contact for large Commerical/Corporate Clients at the bank. Service their everyday needs and ensure they have a positive experience at Wells Fargo.

• Employee Financial Services

  • Apr 2005 - Apr 2007



Charlotte Peace at Home

• United States

• Board Member

  • May 2007 - Dec 2013

  Help to raise funds and awareness for the Domestic Violence Program at United Family Services.