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Banking and Finance

Duluth, MN
September 13, 2018

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I have worked in the banking and financial industry for over 10 years in the Boston area. I recently relocated to Duluth for a change in my career path. I am looking to get back into the Financial Sector in Duluth, where I grew up and went to Marshall High School.

Relationship Management

Actively sourced client opportunities for internal partners in an effort to deepen the relationship between my client and the Bank.

Lead a 5-member team in Business Banking which was able to retain and grow a $140MM portfolio of businesses in the North East Region.

Managed weekly and monthly meetings in which I prioritized operational and sales activities with senior leadership. Necessary to exceed annual sales goals.

Trained, Assisted, and Lead new Client Managers with respect to the operations, compliance, sales, and compensation process as related to the businesses in their regions of operation.

Leveraged knowledge of Salesforce to assist Sales Team; Uncovered a significant issue that would have cost 100s of hours in Labor to fix in the future.

Interpreted data using Excel V-Lookup and Pivot Tables. Utilized information from CRM, Hoovers, the internet and Documentation to develop PowerPoint presentations for monthly meeting with partners and Upper Management

Maintained and deepened relationships with portfolio clients via in/out bound communications. As a secondary function, I would update the CRM profile to adhere to internal compliance.

Analyzed existing client services and made recommendations based on updates to Bank product line or as a result to client business growth

Implemented the budgets for 2018 Facilities and Purchasing Department.


Managed all Banking Center operations. Reviewed to assure that all applications and documentation for Treasury Management, Credit, Merchant Services, and Deposit Accounts were complying with FDIC prior to opening accounts.

Developed and implemented a program to increase: operational compliance consistency, teller referrals and customer delight.

Successfully implemented processes and action plans for three branches that had previously failed their annual audits. Because of implementing these action plans, each branch successfully passed their follow-up audits. Received recognition by senior management (Market Executive and Market Manager) for this accomplishment.

Provided operational support to 3 senior client managers by reviewing deposit and credit applications for adherence to banking compliance. Became proficient in the products offered in Deposit, Treasury Management, Credit, Investment, and Merchant Services.

Personal and Business Banking

Completed a seventeen-month rotation through all areas of consumer banking in addition to advanced management training with focus in leadership, coaching, compliance, and sales processes.

Maintained the operations of a $40MM branch as well as driving consumer and small business sales.

Responsible for the development and implementation of branch deposit growth strategy; while surpassing internal compliance audits and staff training in various product lines.

Managed by example and mentored associates on banking operations per the bank's’ sales process.

Recognized by senior management for being a leader in developing and coaching all branch team positions.


AEGERION PHARMACEUTICALS, A DIVISION OF NOEVELION THERAPEUTICS: Purchasing & Facilitates Coordinator, Promoted from Receptionist – Cambridge, MA – Cambridge, MA

STANDARD LIFE INVESTMENTS: Special Projects/Contractor – Boston, MA

ARLINGTON CHIROPRACTIC: Office Manager – Arlington, MA

TRILOGY FINANCIAL: Unregistered Client Service Associate - Woburn, MA

BANK OF AMERICA CORPORATION: Officer, Client Manager 1 - Waltham, MA; Sales Support Associate - Waltham, MA; Banking Center Manager Associate - Weston, MA; Assistant Banking Center Manager - Cambridge, MA; Manager Training Program - Cambridge, MA


Wellesley College: 2001 - 2005 Bachelor of Arts, Major: Economics, Minor: Psychology


Operating Systems: Microsoft Windows and OSX platform, Relationship Management databases: Salesforce, CIBR (a Bank of America proprietary Siebel/CRM-based Sales Force equivalent), Microsoft Office: PowerPoint & Excel (V-Lookup, pivot tables, formula-driven data entry, and everyday functionality), Research: advance internet research, developing proficiency in Morningstar investigative analysis, out-of-the-box problem solving, Strong knowledge of financial service compliance: KYC, AML, BSA (certified in each via Bank of America), Strong customer service, analytical and problem solving skills, Ability to perform confidential and detailed work with accuracy in a fast paced environment, Exceptional communication skills, both written and verbal, Strong interpersonal skills, including comfort working in a diverse and international group of associates across all levels within the organization.

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