Professional with deep expertise in business management, operational efficiency, and strategic planning. Proven ability to drive growth, improve processes, and deliver exceptional results. Strong focus on team collaboration and adaptability to changing needs. Skilled in financial oversight, marketing, and customer relationship management. Known for reliability, leadership, and results-oriented mindset.
Overview
19
19
years of professional experience
Work History
Business Owner / Operator
Stanwich LLC
Vancouver, WA
08.2017 - Current
Small business owner and sole employee of Stanwich Food Truck
Developed business plan and model
Established all regulatory filings and certifications
Prepared and executed all food preparation and procurement
Maintained all marketing and social media
Managed financial records and day to day books
Managed all business development and relationships
Handled all day-to-day operations
Achievements
Established a growing brand in the community
Maintained a 4.7 out of 5-star rating
Currently have over 750 followers via social media
Established strong relationships with City of Vancouver, Ilani Casino, and NBBA members
Featured in multiple publishing’s recommending and showcasing the truck
Senior Account Executive
Morel Ink
Portland, OR
06.2024 - 12.2024
Responsible for outside sales and business development.
Identifying new business relationships through professional network
Identifying new business relationships through canvasing and cold calling
Identifying new business opportunities through existing portfolio
Worked with internal business groups to generate quotes and final proof sets for production
Negotiated bidding process with clients and prospects
Creative solutioning outside the box for irregular requests
Managing existing portfolio relationships to retain and grow annual revenue
Achievements
Booked self-generated project within the first month of employment
Maintained a 70% closing ratio from bid to production
Was on pace to book $35k monthly revenue within 6 months of hire
Business Development Officer
Spacesaver Speacalists, Inc.
Tualatin, OR
10.2022 - 10.2023
Responsible for generating outside sales and maintaining relationships for future business opportunities.
Led sales team in leads ytd
On pace for 125% ytd goal
Maintained $3.5mm pipeline vs. $1mm annual goal
Outside sales calls
Inside sales calls
Tracked bond money for Education prospects
Generated proposals for bids
Coordinated sales effort from take-off to proposal
Maintained relationships with General Contractors and Architects
Achievements
Produced $1mm + in my first 12 months YOY
Won multiple school bids in competitive market
Designed maximum storage solutions for Hallie Ford Museum’s art collection
Repurposed Concordia shelving for multiple underfunded organizations $0.60 on the $
Maximized profit with repurposed product
Executive Chef
Barlow’s Public House
Vancouver, WA
02.2021 - 07.2021
Responsible for all “Back of House” operations
Developed menu
Oversaw menu execution
Research and development for new menu items and specials
Assisted in development and planning for parties booked
Day to day management of all kitchen staff
Scheduling of staff
Managed inventory for kitchen – 200+ items
Managed relationships with kitchen related vendors
Handled all food orders
Managed food and labor cost
Achievements
Re-opened restaurant in timely manner from COVID 19 shutdown – received substantial bonus
Effectively built kitchen staff capable of handling $10k of food sales per evening
Updated Margin Edge with entire inventory and recipe breakdown to establish accurate food cost
Kept labor at 20% or less before salaries while maintaining efficient ticket times
Assisted in bringing revenue into the restaurant via large groups and parties booked
Senior Treasury Sales Analyst, AVP
Bank of America Merrill Lynch
Portland, OR
05.2015 - 03.2017
Responsible for supporting treasury sales and growth initiatives within Middle Market Oregon Inland
Create and provide clients with BAML product and service information as needs/opportunities arise
Assist clients with day-to-day cash management through Bank of America’s online platform
Initiate and manage all new sales implementation requests to completion
Lead sales initiative for 3 prospect names in market
Responsible for managing existing relationships/business to retain rewarded business
Manage RFI/RFP process and coordinate efforts between Product, Compliance and Sales
Identify areas to improve efficiencies for clients using Bank of America solutions for payment application, reporting, and forecasting
Work closely with Client Service and Fulfillment groups to ensure client satisfaction levels remain high
Deliver bank and industry best practices, market updates, and industry trends
Lead sales initiative for 2 existing client names in market
Achievements
Onboarded and assimilated to BAML portfolio within 30 days
Exceeded sales goal for 2015 in 7 months
Exceeded sales goal for 2016 in first 6 months
Generated mandates from 2 existing client names ($200M / $600M)
Grew 1 prospect name into a new logo generating $100M in new revenue
Managed both TSO and TSA role for 3 months
Platinum Reward for client feedback to market
Sales Associate
JP Morgan Chase
Portland, OR
06.2012 - 04.2015
Responsible for supporting treasury sales efforts within Middle Market Oregon & SW Washington
Manage RFI/RFP process and coordinate efforts between Product, Compliance and Sales
Create and provide clients with JP Morgan product and service information as needs/opportunities arise
Work with Product Sales Specialists and Treasury Sales Managers to build pricing proformas for prospective clients
Initiate and manage all new sales implementation requests to completion
Responsible for managing existing relationships/business to retain awarded business
Notify clients of “What’s Hot” items or changes occurring at JP Morgan Chase
Work closely with service partners to ensure client objectives and standards are met
Ensure pricing is successfully submitted and any billing corrections are handles swiftly
Identify opportunities to enhance and grow existing portfolio client relationships
Achievements
Relocated by JPMorgan Chase to assist the expansion market with business development
Met annual goal for the first time in market in 2013 and again in 2014
Assisted CCB FIG team with presentation materials and client introduction that resulted in a win
Sales Associate, Officer
JP Morgan Chase
Chicago, IL
01.2010 - 05.2012
Responsible for supporting treasury sales efforts within Insurance & Healthcare/WHEM/FIG
Initiate and manage all new sales implementation requests to completion
Manage RFI/RFP process and coordinate efforts between Product, Compliance and Sales
Create and provide clients with JP Morgan product and service information as needs/opportunities arise
Negotiate legal documents, contracts and agreements with both client and JP Morgan legal teams
Work with Product Sales Specialists and TSMs to build pricing proformas for prospective clients
Responsible for managing existing relationships/business to retain awarded business
Run weekly, bi-weekly or monthly relationship calls with client and track all pending/open items
Notify clients of “What’s Hot” items or changes occurring at JP Morgan
Ensure KYC and client onboarding requirements are met in timely manner
Work closely with service partners to ensure client objectives and standards are met
Ensure pricing is successfully submitted and any billing corrections are handles swiftly
Achievements
Promoted to Officer after one year service and awarded a 30% pay increase plus bonus
Successfully took part in a TS Contract rebid where the client’s CFO recognized our effort as the best negotiation in their history
Successfully negotiated a JP Morgan ACCESS Agreement between client’s and JP Morgan’s legal teams to retain business that was in jeopardy of leaving the firm
Premier Client Manager, AVP
Bank of America
Chicago, IL
11.2006 - 01.2009
Responsible for maintaining existing relationships of affluent clients within the bank
350-400 clients carrying $100K - $5MM in investible assets with Bank of America
Total portfolio amounted to $80MM in relationship under management
Uncovered cross selling opportunities of bank products through profiling and client meetings
Educated clients on the benefits of full relationship banking by working with Business Partners
Proactive contact of client through Premier’s client management tool
Responded to client’s needs and inquiries in a timely manner
Responsible for acquiring new relationships to bank
Targeting clients with $100K in investible assets with Bank of America and net worth of $500K
Targeting affluent referral sources such as attorneys, CPA’s, Real Estate Agents and Executives
Worked closely with three banking centers and their associates
Achievements
Closed $9MM in consumer real estate lending production for 2008
Brought in $10MM new deposit assets in 2008
Recognized by multiple business partners as key element of success in obtaining their goals
Ranked in 2nd of 5 ranking groups nationwide amongst peers YTD
Education
Certificate -
Business Computer Training Institution
Vancouver, WA
Skills
Small business operations
Sales tactics
Personnel management
Financial reporting
Contract negotiation
Strategic marketing
Sales strategy
Work Planning and Prioritization
Vendor relationship management
Customer service
New business development
Relationship building
ADDITIONAL
Held Series 6, 63, Insurance Life and Health licenses