Dynamic leader and small business owner with a strong track record in the financial services industry. Skilled in leadership, operations, sales, process management, and optimizing client experiences. Results-oriented sales professional with a Master of Business Administration and expertise in project management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent/Owner
FMC Insurance Group (State Farm)
06.2020 - Current
Successfully built a small business in the Mid Atlantic Region, specializing in Insurance and Financial Services.
Fostering community growth and meeting diverse client needs through comprehensive marketing strategies that incorporate in-person, virtual, and hybrid approaches.
Overseeing all aspects of operations, budgeting, hiring, training, customer retention, and ensuring high levels of service and satisfaction.
Educated clients on the importance of adequate insurance coverage while fostering trust and loyalty among the existing client base.
Cultivating strong business-to-business relationships that drive revenue growth and establish my company as a trusted community resource.
Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Branch Manager - VP
JP Morgan Chase Bank
06.2010 - 06.2020
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Developed high-performing teams by recruiting top talent and fostering an environment conducive to professional development and personal growth.
Drove company's expansion into new markets, establishing strong presence and increasing market share.
Created and implemented various workshops for all branch roles
Experienced in New Builds, Reloads, Same Store, and Complex Financial Centers
Safe Deposit Box Analyst - VP
JP Morgan Chase Bank
05.2017 - 05.2018
Developed new analytical models that improved forecasting accuracy and reduced risk exposure.
Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Conducted regular reviews of operations and identified areas for improvement.
Managed multiple projects simultaneously while adhering to strict deadlines and quality standards.
Efficiently managed audit schedule for over 100 branches.
Perfect quality analysis by extensive attention to detail.
Reduced expenses by strategic planning and scheduling.
Financial Center Manager - VP
Bank of America
11.2015 - 03.2016
Revitalized underperforming offices by implementing targeted training programs, dramatically improving their output.
Implemented policies to improve efficiency and team performance.
Built and lead high-performance team focused on achieving sales and service goals.
Developed and Implementation of Change Management and Digital Adoption training curriculum.
Successfully led 28 financial centers growth in digital adoption by elevating the lobby leader experience by 20%.
Collaborated with Market Sales Manager and Market Operations Manager on delivery and execution of regional priorities.
Cultivated a culture of continuous improvement by promoting open communication channels for feedback from all levels within the organization.
Collaborated with internal business partners to deliver cohesive banking experience to customers.
Entertainment Manager
Walt Disney Company
05.2008 - 06.2010
Scheduling of over 300 cast members of various shows across Walt Disney World Parks and Resorts by properly using forecasting tools for show schedules and park traffic.
Developed and managed budgets for rehearsals, performances, and cast members.
Executed successful park operations while working in compliance of multiple unions.
Partnered across departments to run smooth, professional events and activities.
Created and maintained detailed reports of daily, weekly and monthly operations.
Proved successful working within tight deadlines and a fast-paced environment.
Demonstrated strong organizational and time management skills while managing multiple projects.
Education
MBA - Project Management
University of Phoenix
05.2015
Bachelor of Arts - Theatre Management
SUNY Potsdam
12.2011
Skills
Leadership
Employee and Client Obsession
Risk Mitigation
Client Account Management
Operations Management
Business Planning
Marketing Strategies
Revenue Generation
Certification
MD Driver's License
Property and Casualty License MD, DC, VA, DE, PA
Life and Health License MD, DC, VA, DE, PA, FL
Timeline
Insurance Agent/Owner
FMC Insurance Group (State Farm)
06.2020 - Current
Safe Deposit Box Analyst - VP
JP Morgan Chase Bank
05.2017 - 05.2018
Financial Center Manager - VP
Bank of America
11.2015 - 03.2016
Branch Manager - VP
JP Morgan Chase Bank
06.2010 - 06.2020
Entertainment Manager
Walt Disney Company
05.2008 - 06.2010
MBA - Project Management
University of Phoenix
Bachelor of Arts - Theatre Management
SUNY Potsdam
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