I have been in Client Services and Relationship Management for over 30 years and take pride in always treating the client with respect, integrity and honesty. These values have led me to keep very satisfied clients from the basic to the very complex and challenging. Client retention is very important and has led to numerous additional cross and upsells as well as new business. It may seem simple, but simply responding to clients, asking questions and listening to them is so vital. I have also managed a team of Relationship Managers and have the utmost respect as a manager. With these values and experience, I feel I would be a valuable asset to any company.

Highlights:

Companies I like:

Northern Trust Company, BNY/Mellon

• relationship manager
• account manager
• investor relations
• manager
• corporate trust
• financial services