Professional with robust background in directing and managing large-scale operations, consistently driving success through strategic planning and execution. Adept at implementing innovative solutions that enhance productivity and operational effectiveness. Known for fostering teamwork and adapting to evolving business needs, ensuring alignment with organizational goals.
Overview
18
18
years of professional experience
Work History
Director of Commercial Treasury and Merchant Service
United Federal Credit Union
03.2025 - Current
Leadership and Team Management: Leads and oversees the treasury team, including Treasury Management Advisors.
Strategic Planning and Execution: Develops and executes strategic sales plans to achieve revenue targets.
Product Management: Assesses and manages the credit union's treasury services, including cash management, liquidity solutions, payment processing, and risk mitigation.
Compliance and Regulations: Ensures compliance with relevant regulations and industry best practices.
Market Analysis and Trend Identification: Analyzes market trends to identify opportunities and adjust strategies accordingly.
Revenue Generation: Focuses on driving revenue growth across treasury and related products.
Internal Controls: Implements and manages internal controls to ensure efficiency and accuracy.
Cross-Functional Collaboration: Collaborates with other departments, such as commercial sales and merchant services, to achieve business objectives
Sales Architect B2C Payments VP
Huntington Bank
11.2024 - Current
Lead cross-functional efforts to define, develop, and expand product lines to meet customer needs, enhancing satisfaction, utilization, and revenue.
Drive collaboration between Treasury Management (TM) Sales, Marketing, and Product Development teams, establishing robust strategies that align with business goals and increase market share.
Spearhead vendor and partner relationship management, ensuring seamless integration and alignment of business objectives.
Develop and implement service recovery plans, optimizing customer retention and satisfaction metrics.
Lead competitive market analysis and provide executive insights to guide decision-making.
Partner with leadership to define and execute innovative products and strategies that differentiate the bank in a competitive market
Online Instructor- Marketing and Ethics Professor
Baker College
08.2022 - Current
Teach Business Ethics and Culture and Principles of Marketing to undergraduate students, fostering student engagement through dynamic and interactive learning experiences.
Develop and update course materials, assignments, and assessments to ensure alignment with industry standards and academic excellence.
Provide ongoing student support through feedback, guidance, and personalized learning strategies.
Treasury Management Advisor II, Vice President
Huntington Bank
11.2019 - 11.2024
Lead a cross-functional team in the implementation, review, and development of key client relationships, ensuring the delivery of high-quality service and optimal results.
Conduct weekly meetings with partners and team leaders to assess sales opportunities, track performance, and identify industry trends for strategic growth.
Maintain deep expertise in Treasury Management products, with experience in government, commercial real estate, and private banking treasury services.
Successfully manage complex Treasury Management mergers and facilitate seamless transitions for clients.
Relationship Manager 2, Vice President
Citizens Bank
08.2018 - 11.2019
Managed and grew relationships with clients generating $5M-$30M in annual sales, focusing on a broad range of banking services including treasury, deposits, foreign exchange, lending, and partner services.
Proactively generated new business opportunities through networking, referrals, and building strong partnerships across the Michigan, Toledo, and Cleveland markets.
Consistently achieved annual deposit growth goals of $2M and maintained a portfolio of 60-90 enterprise accounts.
Relationship Manager 1, Officer
Citizens Bank
02.2012 - 08.2018
Managed relationships for clients with annual sales ranging from $500K-$5M, providing comprehensive banking services tailored to the needs of each client.
Assisted regional manager in staff development, performance reviews, and goal management across a diverse team.
Developed and maintained relationships with 120-175 enterprise clients, delivering exceptional customer service and ensuring continued business growth.
Retail Branch Manager, Officer
Citizens Bank
02.2007 - 02.2012
Led a multi-site branch location with a team of 12 colleagues, overseeing day-to-day operations, staffing, and performance management.
Worked closely with business specialists (Financial Advisors, Business Bankers, etc.) to improve client relationships and drive branch profitability.
Conducted regular reviews of branch profitability and developed strategies to enhance client satisfaction and business outcomes.
Education
Master's - Industrial Organizational Psychology
Baker College
Detroit, MI
12.2024
Master of Business Administration (MBA) - Leadership and General Management
Baker College
Detroit, MI
06.2016
Bachelor's Degree - Finance
Baker College
Detroit, MI
06.2020
Bachelor's Degree - Management
Baker College
Detroit, MI
06.2014
Associates Degree - Applied Science
Baker College
Detroit, MI
06.2012
Skills
Treasury Management & Cash Management
Client Relationship Management
Cross-Functional Team Leadership
Sales & Negotiation Expertise
Business Strategy Development
Data Analysis & Problem-Solving
Strong Communication & Presentation Skills
Staff Training & Development
Strategic planning
People management
Accomplishments
2021: Ranked in the Top 10 Treasury Management Advisory at Huntington Bank (post-conversion).
2020: Ranked in the Top 20 Treasury Management Advisory at Huntington Bank (pre-conversion).
2017: Achieved 180%+ of cash management goal by Q3.
2017: Ranked in the Top 3 Colleague Performance in the Director's Market at Citizens Bank, on pace for the Citizens of Excellence Award.
2017: Awarded Citizens of Excellence for Customer Satisfaction, with scores above 85%.
2015: Citizens of Excellence winner and trip recipient.
Recognized as one of two certified peer mentors/trainers in the Michigan market for training and development.
Achieved zero loan defaults and zero risk losses due to effective procedural management.
Professional Qualifications
Treasury Management Expertise: Over 5 years of experience in Treasury Management, Commercial Banking, and Business Banking sales, with a strong focus on client relationship management, risk assessment, and innovative solutions to drive business efficiency.
Sales & Negotiation Skills: Advanced proficiency in sales, negotiation, and communication, developed through years of direct client interaction and leadership in high-volume, target-driven environments.
Cross-Functional Team Leadership: Demonstrated ability to lead teams across multiple departments to streamline processes, enhance collaboration, and achieve business objectives.
Client Relationship & Portfolio Management: Extensive experience managing portfolios for medium-to-large enterprises ($500K-$30M in annual sales), consistently surpassing performance and customer satisfaction goals.
Timeline
Director of Commercial Treasury and Merchant Service
United Federal Credit Union
03.2025 - Current
Sales Architect B2C Payments VP
Huntington Bank
11.2024 - Current
Online Instructor- Marketing and Ethics Professor
Baker College
08.2022 - Current
Treasury Management Advisor II, Vice President
Huntington Bank
11.2019 - 11.2024
Relationship Manager 2, Vice President
Citizens Bank
08.2018 - 11.2019
Relationship Manager 1, Officer
Citizens Bank
02.2012 - 08.2018
Retail Branch Manager, Officer
Citizens Bank
02.2007 - 02.2012
Master of Business Administration (MBA) - Leadership and General Management