Experience

Toyota Insurance

• United States
• Insurance
• 1 - 100 Employee

• Sales & Customer Care Lead

  • Dec 2019 - Present

  Plano Tx



Careington International Corporation

• United States
• Wellness and Fitness Services
• 200 - 300 Employee

• PCG Advisor

  • Oct 2017 - Dec 2019

  Frisco, Texas



Bank of America Merchant Services

• United States
• Financial Services
• 300 - 400 Employee

• AVP, Merchant Solutions Specialist

  • Jul 2013 - Oct 2017

  Dallas/Fort Worth Area Develop and maintain relationships with existing accounts and banking centers/key bank partners. Prospect external sources such as association relationships, centers of influence and vendor relationships among others. Identify and solicit new revenue growth opportunities. Follow up on leads provided directly from Bank of America Banking Centers.



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Agent

  • Jun 2011 - Nov 2014

  Plano Tx •Market Farmers Financial Services. •Service new and existing policyholders while educating customers in their plan options. •Market Farmers Insurance Products, Auto, Home, Boats, Motorcycles, RVs, Life Insurance, Business Insurance. •Provide Excellent Customers Service to policyholders.



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Banking Center Manager

  • Oct 2008 - Dec 2010

  •Advanced through promotion to become Branch Manager of $13M location with 7+ employees. •Elevated Lewisville Branch to Top 10 in sales (2007) out of 63 locations in Texas by leading associates to achieve targeted results in deposits, customer relationship growth, retention, and revenue. •Exceeded sales and deposit growth goals by 10% and 20% respectively in first year of service through effective management skills while accountable for individual / team sales and production… Show more •Advanced through promotion to become Branch Manager of $13M location with 7+ employees. •Elevated Lewisville Branch to Top 10 in sales (2007) out of 63 locations in Texas by leading associates to achieve targeted results in deposits, customer relationship growth, retention, and revenue. •Exceeded sales and deposit growth goals by 10% and 20% respectively in first year of service through effective management skills while accountable for individual / team sales and production goals. •Led and directed sales, service and business development activities to achieve targeted results in categories of deposits and customer relationship growth, retention and revenue for this 23rd ranked bank in revenues in the US. •Developed and maintained relationships with internal business partners such as Wealth Instructional Management, Business Banking and Securities. •Made proactive calls to high value customers and non-customers in order to identify potential opportunities for retention and growth of customer relationships. •Ensured compliance with applicable federal, state and local laws and regulations.

• Assistant Banking Center Manager

  • Jul 2007 - Oct 2008

  •Finished 2007 as the 3rd ranked Assistant Manager (out of 63) in only 6 months with bank by achieving highest percentage of cross-sells and ancillary products in Western Region 5 out of 6 months. •Director’s Club Award (Top 10% Market Performer) Comerica Bank 2008. •Customer Service excellence award (#1 customer service in District) Comerica Bank 2007. •Ensured compliance with applicable federal, state and local laws and regulations