Consultative B2B Relationship Manager with a proven track record of managing strategic client portfolios, developing growth strategies, and building long-term partnerships. Skilled at identifying and solving complex business challenges through tailored solutions that enhance client success, strengthen relationships, and drive revenue growth. Recognized for collaborating cross-functionally, uncovering new business opportunities, and delivering measurable results in dynamic, customer-focused environments.
Overview
14
14
years of professional experience
Work History
Director, Commercial Card Account Management
First National Bank Of Omaha
Pittsburgh, PA
01.2022 - Current
Lead growth and retention strategy for a middle-market commercial card portfolio across the Northeastern U.S., achieving 98% client retention and 6% portfolio growth.
Partner with executive stakeholders to implement targeted growth strategies, enhancing revenue, card adoption, and overall portfolio value.
Advise clients on commercial payment solutions, including Virtual Cards, Single-Use Accounts, and P-Cards, to improve payment efficiency, spend visibility, and working capital optimization.
Align Treasury Management Officers, banking partners, and internal teams to provide tailored client solutions and execute strategic initiatives effectively.
Deliver business reviews, portfolio insights, and client webinars that identified key revenue opportunities and facilitated solution adoption.
Utilize Salesforce and internal AI tools to optimize account planning, improve pipeline visibility, and strengthen cross-functional collaboration.
Vice President of Event Marketing Management
J.P. Morgan
Fort Worth, TX
10.2012 - 12.2021
Led end-to-end management of Commercial Card Event Marketing programs, overseeing strategy, creative development, execution, and performance measurement for large-scale client events, roadshows, and conferences.
Managed an average of 13 complex events annually, supporting 10–250 attendees and budgets ranging from $5K–$1MM+ while driving client engagement, program growth, and brand differentiation.
Achieved year-over-year event ROI growth, generated revenue in attendee opportunities, and helped to improve account retention.
Elevated Event Marketing as a strategic growth function by developing industry-leading programs, aligning event objectives with business goals, and partnering with executives, Product, Relationship Management, and Creative teams.
Designed and implemented virtual event strategies during 2020–2021, increasing client engagement and collaboration across a 100-member Wholesale Payments Marketing organization.
Led cross-functional content planning with a 25-member committee, managing messaging, speakers, vendors, production, risk mitigation, and audience engagement strategies.
Established KPI frameworks and success metrics to measure event effectiveness, improve future programs, and achieve a 100% client satisfaction rating.
Education
Bachelor of Arts -
University of North Texas
Denton, TX
Skills
Relationship Management & Building
Strategic Planning
Account Growth & Retention
Consulting & Advising
Collaboration & Communication
Marketing
Verbal and written communication
AWARDS
JP Morgan Crown Signature Award 2018: Commercial Card Division Outstanding Partnership