Bio
Experience
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United States
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Financial Services
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700 & Above Employee
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VP - Financial Wellness Consultant
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Oct 2020 - Present
The PNC Organizational Financial Wellness program allows you to offer meaningful employee financial wellness benefit options while helping you to improve your organization’s bottom line. With a focus on reducing employee financial stressors, this customizable program allows teams to concentrate on doing their best work at a time when performance is more important than ever. This focus on employee financial wellness can also help with attracting and keeping top talent. The PNC Organizational Financial Wellness program allows you to offer these benefits with limited financial and administrative burden to your organization, including many offerings available at no cost.I do that through a comprehensive approach. PNC Organizational Financial Wellness programs balances a holistic approach with options customized to the needs of your organization. We recognize every organization's needs are different, and every employee's financial wellness journey is unique. These options include:Bank-At-Work: PNC WorkPlace BankingHealth Savings Accounts: PNC BeneFit PlusOnline Financial Education: PNC Financial Wellness Achievement CenterRetirement Plan Services: Fiduciary Investment Services1099 Contractor Payments: indi
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Business Development Manager
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Jun 2018 - Oct 2020
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Vice President/Branch Manager
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2008 - Jun 2018
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Vice President/Branch Manager Port Orange South Nova
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2008 - 2011
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Activator
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Jan 2024 - Present
Coralus (formerly SheEO) co-creates new economic and social models by distributing crowdsourced support to our members, ventures, and the world. Learn more and Activate: www.coralus.world.
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PNC Bank
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Space Coast/Volusia/Flagler
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Workplace Account Manager
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Jun 2018 - Oct 2020
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Space Coast/Volusia/Flagler
I cover Space Coast/Volusia/Flagler with Workplace Financial Education. I offer companies financial education to their employees to go along with their benefits at no cost to them. We cover budgeting, credit repair, 1st time mortgage buyer, protecting yourself from identity theft, along with many more.
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Financial Specialist
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1983 - 2006
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Education
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1980 - 1983Daytona State College
ba, business -
1980 - 1981Lipscomb University
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1980 -Lipscomb University
Suggested Services
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Industry Focus. “Banking and Financial Services”
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