Experienced with strategic planning, business development, and operational management. Utilizes strategic insights to align company goals with market opportunities. Track record of effective leadership in cross-functional team environments.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Managing Director
Triad Business Bank
Greensboro/High Point/Winston-Salem, NC
10.2019 - Current
Sourced and implemented purchase card program-PNC
Initiated modernization and faster payments roadmap
Sourced and implemented lockbox relationship-Alliance Management
Sourced and implemented retail/business credit card program-Elan
Managed and implemented Visa debit cards services
Administered and implemented retail online banking platform
Trained and built treasury team from3 to6 employees
Completed implementation Jack Henry Enhanced Account Analysis services
Sourced and implementing Foreign Exchange platform-Visa B2B and Mozart
Sourced and implemented sweep and excess fund program-IntraFi
Managed and implemented Treasury Solutions Online-Jack Henry
Grew treasury client base from0 to200+ active treasury clients
Grew deposits within analyzed accounts from0 to $120,000,000
Grew net treasury revenue from $0 to $300,000 annually
Developed track for treasury staff to complete CTP and/or AAP
Serve on IT Steering Committee
Serve on Product Committee and implementation
Managed external and internal audits impacting treasury and information services
Vice President Treasury Services Manager
Premier Commercial Bank
Greensboro, NC
10.2010 - Current
Manage overall treasury department and services
Implement and recommend new treasury services and products
Provide process improvements for treasury department