Experience

Fundation

• United States
• Financial Services
• 1 - 100 Employee

• Inside Sales Manager

  • Oct 2019 - Present

  • Co-manage a team of 11 salespeople, overseeing their day-to-day activities and providing support and guidance to ensure they achieve their sales targets.• Conduct regular performance evaluations and provide feedback and coaching to help team members improve their sales skills and performance• Communicate with our bank partners to ensure policy and procedure (in reference to our day to day sales strategy) are moving in a positive and beneficial growth pattern• Collaborate with cross-functional teams, including product management, underwriting, analytics, and customer support, to ensure timely and effective issue resolution. Show less

• Relationship Manager

  • Jan 2018 - Sep 2019

  • Built and maintained strong relationships with key decision-makers, influencers, and stakeholders to understand their needs and deliver tailored solutions.• Collaborate with credit underwriters, legal, and operations teams to ensure timely and accurate loan origination, documentation, and closing• Consistently hit sales metrics, frequently landing in the top 3 on our team any given month

• Relationship Associate

  • May 2017 - Dec 2018

  • Developed and maintained relationships with small business owners, providing exceptional customer service and support throughout the lending process. • Successfully completed a “Line of Credit –Draw Campaign” with over $1.5M in new deposits.



Lansdowne Private Wealth Management

• United States
• Financial Services

• Securities Trader

  • Jul 2015 - May 2017

  • Executed trades for clients, including buying and selling stocks, bonds, options and other securities. • Developed and maintained relationships with clients, providing exceptional customer service and ensuring high satisfaction rates. • Analyzed market trends and made investment recommendations to clients, providing expert advice on portfolio management and risk mitigation strategies • Executed trades for clients, including buying and selling stocks, bonds, options and other securities. • Developed and maintained relationships with clients, providing exceptional customer service and ensuring high satisfaction rates. • Analyzed market trends and made investment recommendations to clients, providing expert advice on portfolio management and risk mitigation strategies