Experienced manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
12
12
years of professional experience
Work History
Finance Account Manager
Brooklyn Chamber Of Commerce
03.2023 - Current
Analyzed financial needs of over 1500 clients and developed tailored strategies to meet goals.
Educated and enriched clients on financial topics and best practices for their business, hosting monthly webinars and workshops.
Partnered with community organizations to bolster economic development by financially supporting commercial districts with loans and grants
Collaborated with SBA and Banking partners to bolster their local community partnerships, Disaster relief awareness opportunities and other resources available
Program Manager
Brooklyn Chamber Of Commerce
09.2021 - 03.2023
Managed and supervised administrative and daily program operations, complying with policies and regulations.
Reviewed grant proposals, as well as gathered data to create follow-up reports to ensure stakeholders we were in compliance and meeting standards set within the proposal
Established goals and procedures for solicitation, funds management and disbursement.
Coached team members on productivity strategies to accomplish challenging goals.
Project Manager
BMCC Research Foundation
02.2020 - 08.2020
Organized and managed program development for over 500 students, including ensuring availability of appropriate resources
Monitored project performance to identify areas of improvement and make adjustments.
Prepare monthly reports for sponsors, stakeholders and upper management.
Built strong partnerships with internal and external communities/organizations and devised strategies, initiatives and events promoting PEPS program.
Account Executive
Yelp Inc.
04.2019 - 02.2020
Managed and maintained client book of 1,800 accounts and weekly sales records through Salesforce
Qualified leads, built relationships and executed sales strategies to drive new business.
Cold called more than 100 potential customers each week, maintained 78% conversion rate on leads, and averaging 168% of sales quotas each month
Executed successful budget and sales campaign development.
Middle-Market Business Banker
Sterling National Bank
05.2017 - 09.2018
Created strategies to develop and expand existing business customer's portfolios, which resulted in annual deposits increasing by 39%
Managed over 300 portfolios averaging $3M in monthly net deposits
Conducted comprehensive financial analyses to identify opportunities for business expansion and risk mitigation.
Increased client satisfaction by providing tailored financial solutions and personalized banking services.
Account Manager
Sachin & Babi/ Ankasa
10.2016 - 05.2017
Managed over 50 vendor contracts and relationships collaborating to maximize cost-effectiveness, optimize delivery schedules and maintain service standards. Liaison between design, production and sales
Planned and coordinated marketing events to bring brand awareness, as well as target marketing through various software increasing sales by 27% each quarter
Monitored online presence of company's brand to engage with users and strengthen customer relationships.
Maintained tactical control of project budgets and timelines to keep teams on-task and achieve schedule targets
Assistant Branch Manager
Santander Bank
05.2013 - 06.2015
Consulted with clients daily to perform account openings, account analysis, and empowering them in ways to reach their financial goals
Consistently exceeded monthly sales quotas by more than 18%, pursuing leads and expanding prospect lists
Conducted KYC formality reports on questionable accounts and transactions.
Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
Assistant Branch Manager
Trustco Bank
02.2012 - 05.2013
Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Attended networking events to build professional relationships within the local community, generating increased leads.
Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Marketing & Visitors Center Manager at Woodstock Area Chamber of Commerce & IndustryMarketing & Visitors Center Manager at Woodstock Area Chamber of Commerce & Industry