A highly motivated, results-oriented, and dedicated professional with over 10 years of experience in the banking industry. I am a self-starter, and a team player who is able to work independently and as a team.
Provided excellent customer service to the client by providing financial analysis and recommendations to management. Managed the account opening process.
Responsible for prospecting new clients and maintaining relationships with existing customers. Worked closely with the sales team to ensure that all customer needs were met.
Managed the economics of the company and the development of a new customer base. The first year of the business was sold to the company.
Director of Marketing
Developed and implemented a new marketing campaign to drive incremental revenue growth and increased the overall profitability of the organization.
Led the integration of a new financial modeling system for a multi-million dollar private equity organization. Created a model to track and report on the investment of a $400 million portfolio.
Built a strong business partnership with key stakeholders to drive collaboration and consolidation of the business. Partnered with sales team to develop a proactive approach to the integration of the new product line.
Developed and implemented a new sales pipeline to include: Cold calling, forecasting, and client satisfaction. This was a key player in the development of a new business.
Created a new customer experience and implemented a sales process to help customers achieve their financial goals and to provide solutions to their needs.
Created and implemented a new process to track and report sales, gross margin, and revenue. Provided weekly and monthly reports to management.