Branch Director

• Feb 2023 - Present

Wealth Manager

• Mar 2022 - Present

As a Wealth Manager, I meet with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management's Central Planning department; and engage in business development to deliver results.

Vice President - Regional Development Officer

• Dec 2021 - Mar 2022

Vice President, Financial Institutions

• Dec 2020 - Aug 2021

Leading a team responsible for relationship management with financial institutions across the United States. Series 50 Leading a team responsible for relationship management with financial institutions across the United States. Series 50

Wealth Management Advisor

• Aug 2019 - Dec 2020

Part of an established Wealth Management Team specializing in financial planning, investment services, and comprehensive banking services. Series 7, Series 66, Life & Health, LTC Insurance licensed in 22 states. Part of an established Wealth Management Team specializing in financial planning, investment services, and comprehensive banking services. Series 7, Series 66, Life & Health, LTC Insurance licensed in 22 states.

Branch Manager IV, Assistant Vice President

• Sep 2013 - Aug 2019

Led one of the largest branches of U.S. Bank in the Chicago Region and represented U.S. Bank in the community. Quarterly Top Performer Pinnacle Awards in 2014, 2015, 2016, 2018, and 2019. Successfully promoted employees to higher roles within the branch and the organization. Consistently achieved top customer satisfaction scores as measured by Gallup Organization. Led one of the largest branches of U.S. Bank in the Chicago Region and represented U.S. Bank in the community. Quarterly Top Performer Pinnacle Awards in 2014, 2015, 2016, 2018, and 2019. Successfully promoted employees to higher roles within the branch and the organization. Consistently achieved top customer satisfaction scores as measured by Gallup Organization.

Branch Manager, Assistant Vice President

• Aug 2012 - Aug 2013

Managed a branch of PNC Bank in Bannockburn, IL. Team Leadership award in 2013.

Branch Assistant Manager, acting Branch Manager

• Jun 2010 - Aug 2012

Opened the first PNC Bank brand new location in the state of Illinois following the National City Bank acquisition. Received awards for best investment revenue, best overall branch customer service scores, best mortgage production, over 100% in revenue goals.

Branch Office Manager

• Dec 2008 - Jun 2010

Opened a brand new location of National City Bank. Assisted branch manager in creation of business plan, competitor shopping, business development, community engagement.

Retail Development Program (RDP) Associate

• Oct 2006 - Jun 2010

National management training program for National City Bank. Held various roles from the branch teller and banker roles, to the licensed banker and office manager within numerous locations of National City Bank.

Bank Teller

• Sep 2006 - 2006

Started banking career as a teller prior to entering into the management training program Started banking career as a teller prior to entering into the management training program