Experience

MassMutual Carolinas

• United States
• Financial Services
• 1 - 100 Employee

• Financial Professional

  • Dec 2016 - Present

  Charlotte, North Carolina Area I provide a broad portfolio of individual life insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I am licensed to sell insurance in: NC, SC, GA, MD, DC, NJ, AL, TX, CA 0l75316 OR, WA. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. MassMutual refers to… Show more I provide a broad portfolio of individual life insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I am licensed to sell insurance in: NC, SC, GA, MD, DC, NJ, AL, TX, CA 0l75316 OR, WA. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Licensed Agent

  • Oct 2014 - Dec 2016

  Charlotte, North Carolina Area Retirement, Life Insurance, Long Term Care, Annuities Life Insurance.



Links, Int'l, Inc.

• United States
• 1 - 100 Employee

• Peninsulia Bay Chapter

  • May 2014 - 2015

  Palo Alto, CA



GridSpeak Corporation

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Operations Manager

  • Feb 2011 - Jul 2013

  Oakland, CA Wholesale Utilities Traders Platform



National Coalition of 100 Black Women, Inc., Oakland Bay Area

• United States

• Board Member

  • Sep 1999 - Sep 2012

  Oakland/San Francisco Bay Area Elected as 2nd VP Appointed to Chair: • Membership • Fund Development • Historian • CJ Walker Luncheon • Women Leading Change



Wells Fargo Retail Finance

• Business Dev. Manager and Branch Mgr

  • Oct 2005 - Oct 2010

  San Francisco and San Mateo Responsible for the retention and growth of a base of high net worth clients with accounts valued at $20 to $250 million. Managed a book of 35 business and consumer relationships all with liquid assets in excess of $50 million. Served as a good will ambassador to existing customers and the public face of Wells Fargo at community events.



TMC Development

• United States
• Banking

• Director of Community Outreach

  • Sep 2001 - Jan 2004

  San Francisco Responsible for developing and implementing the community outreach program and activities, including business development to assure TMC’s high visibility in the community resulting in increased sales.



Competex.com

• Germany
• Education

• Sr. Implementation Project Manager

  • Oct 1999 - Sep 2001

  San Bruno, CA Managed client development and account programs to promote revenue generation. End-to-end service portfolio that encompassed four complimentary lines of businesses, Management Consulting (Change Management), E Solutions, Business Process Management and Information Solutions. Position required extensive travel to client sites.