Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
8
8
years of professional experience
Work History
Client Service Administrator - Institutional Banking (Alternative Investments)
UMB Bank
10.2023 - 10.2024
Processing trades, wires, and money movements for a multitude of Capital Management, University Endowment, and Private Equity firms.
Partnering with internal teams to resolve client requests with the highest level of customer service.
National Account Manager
Shamrock Trading Corporation
05.2020 - 12.2022
Fostered customer relationships from first contact to daily operations. (EX: Fortune 300 organization posed an $8 million contract in my first 6 months of selling.)
Served as leadership for a group of sales representatives while ensuring KPI and other supplier scorecards were met.
Coordinated some of the largest construction projects in the United States during 2021 & 2022. Projects include SOFI Stadium, Madison Square Garden Sphere, and a multitude of other US Highway projects.
Senior Sales Representative
Shamrock Trading Corporation
05.2020 - 12.2022
Developed a B2B sales pipeline with a realized value of over $10 million in just 1 year.
Managed high volume network clients internally and externally while performing a wide variety of supply chain duties.
Organized and priced RFP activities for client solicitation and retention.
Sales Representative (2019 Internship Graduate)
Shamrock Trading Corporation
05.2019 - 12.2022
Overcame objections with strict business acumen & persuasive communication skills.
Curated complex pricing strategies to outbid industry competition.
Played a crucial role in conflict management / problem-resolution scenarios within the logistics sector.
Corporate Trainer
KU Endowment
08.2017 - 05.2020
Employed a new training campaign for new student fundraisers entering the Endowment.
Reported training progress to supervisors and senior management within the Endowment.
Approved new transactions with confidential financial information from university Alumni.
Student Fundraiser
KU Endowment
08.2016 - 08.2017
Strengthened client relationship management skills through cold calling of KU Alumni.
Garnished thousands in Alumni donations in just one short year.