Experience with multiple CRMs Currently using HubSpot
Sales and business development
Leadership team building
Strategic partnerships
Project management
Customer relations
Investor relations
Created and brought to market a SaaS-based subscription service for community banks and other companies that reduced risk and streamlined the shareholder relations process. Trained team of sales and operations professionals. Service now operating in multiple states. Created digital and social marketing campaigns.
Experience with multiple CRMs Currently using HubSpot
Community bank and private business professional with more than 20 years of experience working directly with C-suite executives, banking associations and professional services firms, e.g., attorneys, CPAs, risk management firms.