
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Recognized amongst top performers compiled from the company, consistent growth and revenue while generating a top tier customer satisfaction. Helping Small Business clients open and grow their companies. Introduce merchant services, ADP, Lending and SBA opportunities. Conduct monthly meeting to reach partner goals.
-Assigned Business Portfolio while prospecting new clients
-2018-2024 submitted over 4 million in small business booked loans
-Grew deposit growth for several small business clients while using the preferred client Platform
-Top performer in all goals monthly and quarterly