PROFESSIONAL PROFILE

Seasoned, professional problem solver with a wealth of experience and knowledge across a vast number of industries. Proven ability to influence key stakeholders using highly effective oral and written communication skills and fostering strong relationships and team building. Extensive background in training and coaching, including curriculum development, classroom, technical writing and e-commerce support. Keenly proficient in public speaking and business development, proposal definition and writing, quality control, customer satisfaction and staff development. Adept at establishing credibility and adding value to projects by practicing leadership skills necessary to promote a highly functioning team.

EDUCATION

CFP, Professional Development Certification, University of St. Thomas Houston, TX 2004

Bachelor of Arts in Psychology, Texas Southern University Houston, TX 1996

ACCOMPLISHMENTS

Change Management And Communications

Managed long term projects related to communications and marketing/Salesforce.com experience exceeding YoY profit goals

Designed, built, and presented training modules and development to transform projects from end to end

Superior communication skills; the ability to interface with all levels of management

Realigned the organization with senior-level executives by identifying and communicating with internal and external shareholders

Initiated private banking platform for retail customers in order to compete with other large financial institutions

Articulate in person and in writing; experienced in creating and delivering presentations

Developed internal and external customer communications in preparation of transformation

Managed complex and sensitive information regarding customer information ahead of transformation

Created change management strategies that included curriculum development for implementing transformation activities which included organizational readiness, alignment, communication and education

Training – Strategy, Development, and Delivery, Business Intelligence, Process Design

Liaised with Subject Matter Experts to develop marketing strategies related to retirement and legacy planning

Created and implemented various training modules and proposals on complex financial matters

Developed simulated projects to prepare for client facing engagements for employee training and development

Documented and reported status updates on the legislative changes that directly impacted stakeholders

Developed trusted relationships with C-Level executives, internal and external clients, as well as stakeholders to progress the stated organization’s agenda

Advised and trained financial leaders on key skills and support mechanisms needed to sustain organizational change

Integrated thorough organizational development by streamlining customer records and product matrices for seamless interface

Financial Management, Metrics & Reporting, and Planning

Assessed financial performance and made effective suggestions for appropriate corrective action

Managed $6M+ in portfolio assets through effective contract management and risk assessments

Assured adequate system documentation was in place for the integrity of reported data contained in models

Identified cost trends and developed necessary recommendations

Analyzed competitive data and determined best practices or potential strategy changes

Determined and monitored actual financial performance against budgets to regulate P&L impact

Accessed, analyzed, and integrated data from various sources for use in developing financial plans

Coached, mentored, and on-boarded junior level associates as well as conducted exit interviews

Audited mitigation activities identified on through risks and issues assessments

Maintained awareness of key performance areas and quality management

Exceeded metrics consistently by >25% YOY

PROFESSIONAL EXPERIENCE

Senior Financial Consultant, Amegy Bank of Texas; Houston, Texas 2013 – Present

Senior Level Private Banker, JP Morgan Chase; Houston, Texas. 2010 – 2013

Senior Business Banking Consultant, Wells Fargo Bank; Houston, Texas. 2006 – 2010

Financial Planning Specialist, Guaranty Bank; Houston, Texas. 2005 – 2006

Retirement Planning Specialist, Dearborn & Creggs Investments; Houston, Texas. 2001 – 2005

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