Experienced with executive leadership and strategic planning. Utilizes innovative approaches to drive business growth and operational excellence. Track record of effective team collaboration and achieving results.
Overview
17
17
years of professional experience
Work History
Vice President (Manager)
Morgan Stanley/E*TRADE Financial LLC
Sandy, UT
10.2013 - 03.2026
Manage teams while emphasizing high performance characteristics.
Delivered exceptional service standards while surpassing metric objectives.
Facilitated quality assurance huddles and conducted one-on-one sessions to enhance agent performance.
Facilitated collaboration among diverse specialty teams to address business demands.
Inventory Manager
Blade HQ
Lehi, UT
07.2010 - 10.2013
Organized and maintained inventory totalling in excess of $2.5mil.
Collaborated with a team to innovate methods to simplify order fulfillment.
Performed research to become a subject matter expert on products offered.
Collections Specialist Team Lead
Wachovia
Salt Lake City, UT
11.2008 - 07.2010
Managed a book of 250 accounts of vehicle loans.
Educated clients on the importance of financial health.
Found solutions in order to satisfy business demands and client needs.
Vice President, Relationship Manager II at Citizens Bank, N.A. – Business BankingVice President, Relationship Manager II at Citizens Bank, N.A. – Business Banking