Dear Hiring Managers and Recruiters,

I'm a financial services professional and a solution architect with 18 years of experience managing and growing commercial client portfolios. I’ve led teams, closed high-revenue deals (MM), and integrated cash management and treasury solutions to drive growth. Certified by Harvard in Financial Accounting, I’m on the hunt for my next big challenge. If your team needs a dynamic leader who delivers results, let’s connect I’d love to hear from you!

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MM as in money management, cash sweeps, etc? What verticals are the bulk of your experience in and which project contributions are you most proud of?

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MM as in Millions of Dollars. The bulk of my experience lies in Business Banking and Middle Market Banking, growing client portfolios, with a strong focus on tailored financial solutions and team leadership. Here are some of my project contributions (highlights) during my tenure with Bank of America, that I am most proud to share:

- **Sales Leadership**: Led a Tampa sales team of 17-20 associates to become the #1 Direct Sales Team at Bank of America for five consecutive years, driving exceptional sales growth through strong leadership.

- **Portfolio Management**: Managed a portfolio of 400 commercial clients, consistently performing at 109% of goal by deepening relationships and delivering customized financial solutions.

- **Award-Winning Business Development**: Earned the Top Gunner Business Banking Award for excellence in building new client relationships, showcasing a strong ability to identify and seize business opportunities.

- **Commercial Lending Expertise**: Extensive experience across the credit lifecycle, including sales, underwriting, servicing, and default management, ensuring comprehensive credit risk management.

- **Transaction Banking & Treasury Management**: Proficient in Cash Management, Commercial Cards, Payments, and Corporate Finance, with a focus on delivering effective financial solutions.

- **Compliance Knowledge**: Strong understanding of KYC, AML, and other regulatory requirements, ensuring adherence to compliance standards.

- **Business Development & Banking Experience**: Over 17 years in Business Development, Business Banking, Treasury Management, and Commercial Lending, with a proven record of driving growth.

- **Portfolio & Credit Management**: 10+ years in Portfolio Management and Credit Structuring, with a deep expertise in risk analysis and financial management.

- **Collaborative Banking & Marketing**: 5+ years of experience in commercial banking and marketing collaboration, aligning financial products with client needs.

- **Certified in Credit Scoring**: Completed formal credit training focused on Credit Scoring, enhancing analytical capabilities in credit risk assessment.

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