Experience

Ceto

• United States
• Banking
• 1 - 100 Employee

• Vice President / Strategic Analyst

  • Mar 2023 - Present



DMi Networks Inc.

• Executive Vice President

  • Nov 2013 - Mar 2023

  DMi Networks stands for Discovering Money in Networks - we work together as an extension of the credit union or bank team and provide Contract Negotiation strategies to optimize banking contracts and agreements. I work to understand the client's goals, I review contract timelines, renewal dates and invoices and provide recommendations as needed pointing toward new or existing vendors and strategies. With approval of the client, I negotiate directly with their vendor to ensure the best pricing, right-sized solutions, terms & conditions are met for the new contract. My responsibilities include: ✯ Providing a FREE analysis of vendor contracts ✯ Identifying revenue opportunities ✯ Assisting in navigating & interpreting proposals from vendors ✯ Advising in strategies and money-savings opportunities ✯ Negotiating directly with vendors ✯ Ensuring maximum savings and the best contract terms and conditions Things to know about our Contract Optimizer Program: ✰ We customize our template to cater to YOUR core values ✰ We provide an upfront 100% no-risk analysis of your vendor contracts ✰ Fees are contingency-based, so we succeed only when you do ✰ We provide through analysis of all invoices and proposals for greater understanding of each line item ✰ We save your team countless hours of back-and-forth negotiations ✰ We negotiate existing services as well as add-on new services as needed Visit our website DMiNetworks.com to learn more!



JMFA

• United States
• Financial Services
• 1 - 100 Employee

• Consultant for Contract Optimizer

  • Jan 2015 - Jan 2023



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager | Vice President | Business Banking

  • Jun 2010 - Oct 2013

  Manage a portfolio of Business Banking clients at Chase. Grow the portfolio by deepening existing relationships and acquiring new customers through prospecting and developing strong centers of influence. Manage and develop business banking relationships through calling efforts, profiling, and uncovering solutions to increase cash flow and help the business owner grow and become more profitable.

• Branch Manager

  • Nov 2007 - Jun 2010

  Develop and manage branch staff and drive the profitability of the branch through completing sales, service management, implementation of business strategies, and business development . Develop and cultivate long-term customer relationships, ensuring high retention success and be cross-trained to manage all branch operations.