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Client Experience Banker, Lead Teller - Verdae

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Associate Principal Engineer

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Premier Banker II / Registered Investment Representative with current Series 7, 63, 65, Life, Health and LTC License. Also, NMLS and Notary Public. Experience includes knowledge of a broad array of financial products and presenting through banking channels, as well as full service, and discount brokerage. Skills include: Management, Leadership, Lending and Small Business Banking.

Seeking to utilize my background in Collateral Analysis and Banking by researching, analyzing, and assessing documentation, including review of market data, to ensure the highest level of quality and compliance within risk analysis, to align with the Financial Analyst II objectives, and grow my skill set.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Results-driven and dedicated Senior operational processor with 7+ Years a proven track record of extraordinary achievements in Identifying new business growth opportunities, Internal Audit and Quality assurance, professional operational risk and Compliance expertise Including Due Diligence ( AML/KYC) with Leadership skills & well developed teamwork abilities. Demonstrated ability to perform audits or assessments related to Screening & Sanctions analyze results to identify opportunities for process improvement.


  Detailed Finance Professional with 5 years of experience maintaining financial records and reviewing financial activity. Polished in spreadsheet creation, report preparation and data analysis. Quick and accurate to meet strict deadlines and manage multiple tasks.
  Skilled in formulating budgets, implementing systems/procedures, conducting analysis, and preparing key reports to exercise financial control.
  Supervised all tax compliance and submissions covering International Tax, Corporate Tax and withholding taxes including tax returns, group reporting and tax accounting.
  Proactively monitored regulatory changes and industry trends, assessing potential impacts and implementing necessary adjustments to mitigate risks.
  Conducted periodic risk assessments and audits, collaborating with internal stakeholders and regulatory bodies to maintain a culture of compliance and risk awareness.
  Strong skills in coordinating with external and internal audits and ensuring compliance with statutory requirements.
  Established & maintained an efficient recordkeeping / MIS system; assessed the prevailing corporate environments by reviewing and enhancing all financial procedures and inventory & cost controls.
  Directed financial analysis; internal and regulatory reporting; accounting operations; budgeting; forecasting that led to long-term improvements in cost savings, profitability and productivity.


Results-driven leader with extensive experience in bar and restaurant operations management. Expertise in menu development, financial oversight, and staff training. Committed to enhancing customer experiences and driving business growth.

Dynamic investigator/Paralegal with extensive experience at the Greenville County Solicitor's Office, adept at analyzing case files and developing tailored intervention strategies. Proven ability to enhance communication processes and train junior staff members while ensuring compliance with legal standards.

Skilled in case management, computer knowledge, collaborating with the Greenville County School District, the Department of Juvenile Justice, the Department of Social Services and all law enforcement agencies.

Experienced with meticulous analysis, and case resolution. Utilizes critical thinking and problem-solving to uncover essential information while building a case file. Track record of maintaining confidentiality and handling sensitive information.

I have developed tailored care plans and effectively monitored health status, ensuring safety and comfort. Skilled in meal preparation and housekeeping, I fostered independence and trust with clients.
As customer service professional, brings valuable experience in addressing and resolving customer issues effectively. Known for strong focus on team collaboration and achieving positive outcomes. Reliable and adaptable with excellent communication and problem-solving skills.


  I have studies in Electromechanical Technology, with commercial, administrative and productivity knowledge; for approximately 20 years I have worked as a seller and importer and exporter of spare parts, and heavy machinery for construction and mining in Colombia, South America. I have skills in personnel management, leadership, planning, I have worked with brands such as: HITACHI, CAT, KOMATSU, KOBELCO, JOHN DEERE, LINK-BELT, among others. I have God and my family as priorities in my life, I enjoy spending time with my wife and daughters.


Over 11 years of leadership experience, including 8 years of leadership in finance, and a total of 20+ years in customer-focused roles. Excel delivery of customer service that leads to growth. Adept at fostering professional relationships with customers, colleagues and internal partners to drive success.

Experienced with administrative support and client interactions, crucial for sales operations. Utilizes organizational skills and attention to detail to maintain accurate records and ensure smooth processes. Strong understanding of customer service principles and effective communication strategies.

Dana Friedman

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Lead Teller/Personal Banker

Administrative Assistant

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Lead Teller/Personal Banker

Administrative Assistant

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