Description
Consistent achievements as top producer: increasing revenues, portfolios and profits through expertise in business development, relationship building and communication. Strategic planning, sales and marketing experience combined with qualifications in and coaching management to drive and deliver performance results. Licenses: NASD Series 7 and 66.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 2/2007 - Present |
Citibank | (Confidential) | 4/2000 - 8/2003 |
The Bank of New York | (Confidential) | 11/1989 - 3/2000 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
The George Washington University | Finance | 1989 | Bachelor Degree |
Accomplishments
Highlights:
Presidents Award American ExpressFamily and Financial Security AwardCompanies I like:
Wachovia;Bank of America;Citigroup;JP Morgan; Credit Suiess; Goldman Sachs
Job Skills
Keywords
Responsibilities
• Lead implementation of a strategic alliance with local community bank branches for Mass Mutual.
•More than doubled asset on loan for Citibank Stock Loan Corporate book ( 7.5 billon to over 15 billion)
•Bank of NY Stock Loan Corporate book increased by 7 times assets on loan (2.5 billon to over 17 billion)