Summary

Enterprising, savvy and results oriented professional. Progressive experience i

n financial services, client management, project management and strategic market
ing. Accomplished at negotiating and directing B2B and B2C initiatives in sales
and marketing. Adept at leading cross-functional teams in launching successful
new business initiatives with great attention to detail. Proven track record i
n cultivating business relationships in a fast paced environment to meet goals a
gainst aggressive deadlines.
Professional Experience
Core Manager ~ Sterling Bank & Trust ~ San Francisco, CA
11/08-Present
* Collaborate directly with the owner and executive team to enhance banks produc
ts and services, decrease overall cost of funds and deepen existing portfolio th
rough community involvement
* Responsible for the management and overall profitability of multiple locations
through promoting the generation of sales, 2009 increased branch profit by 33%
* Implement marketing activities, prepare business plans to include target goals
and budget, recruit staff, train and appraisals, set objectives and motivate te
ams, monitoring their career development
Project Manager/Key Administrator * Wiley Design Communications * Sacramento, CA
01/07-11/08
* 2007 Implemented business efficiency practices leading to 161% net income grow
th
* Business development activities encompass online and field research, RFP/RFQ r
esponses, Competitive Intelligence
* Develop email marketing campaigns and content, measure for success
* Project management duties include estimating, scheduling, budget/usage audits,
vendor research and oversight from inception through completion of multiple pro
jects simultaneously
* Client servicing [private, public, non profit and government sectors] includes
client communications, proposals (writing/editing), project specifications (web
, print & exhibit)
* Operational duties include accounts payable/receivable, payroll, HR, compiling
weekly project and administrative reports and maintaining client database
Business Development Officer * Citigroup Corporation * San Francisco, CA
04/05-04/06
* Attain California Investment Licenses Series 6, 63 and CA Insurance License
* Achieve production goals through acquisition of new business banking clients a
nd households, utilizing place of business calls and leveraging products/service
s
* Maintain frequent interaction with centers of influence, diverse industry segm
ents, community leaders and senior business contacts
* Train staff on small business practices and initiating the conversation with a
business client or prospect to uncover potential needs, refer consumer sales to
the local branch
Relationship Banker * California Bank & Trust * San Francisco, CA
12/02-04/05
* Manage a premier household client portfolio (150 clients including retail, cor
porate and private banking) with emphasis placed on providing financial counseli
ng, investments and lending services
* Top performer small business campaign, booked $1.3MM, 12 new loans in 6 weeks
leading branch to achieve 100% in all four campaigns
* Train tellers and financial service representatives to ensure compliance with
audit, operational regulations and guidelines, customer service standards, risk
management and sales goals
* 2004 Acquired 40 new clients, $2.5MM assets, $2MM Liabilities
Marketing Coordinator * Bridgeway Transportation * San Francisco, CA
06/01-06/02 (Temporary - Contract Position)
* Design company brand identity efforts and implement pricing guidelines to incl
ude special events and client referral incentive programs
* Negotiate and maintain all marketing service contracts including public relati
ons and advertising accounts
* Develop multi-tactic marketing campaigns, gaining experience in managing direc
t mail promotions, telemarketing, direct sales and ad sales
* Assist with clerical duties and bookkeeping as needed
Account Executive * Classroom Connect * Daly City, CA
09/00-04/01
* Top sales producer March 2001 - 140% of goal. One of three chosen for managem
ent trainee program
* Deliver web based training solutions for professional staff development and K-
12 curriculum to district technology coordinators and superintendents
* Research funding resources and gather market intelligence on clients buying cr
iteria, process and future needs
* Develop and maintain a sales pipeline with a three month closing cycle to meet
assigned revenue, unit and product mix quota
Premier Banking Manager * Wells Fargo Bank * San Francisco, CA
05/99-08/00
* Consistently a top 10% sales producer in the bay area region. Maintaining thi
rd highest ranking in loan volume, investments and cross-sell categories
* Managed a premier household client portfolio with emphasis placed on providing
personal financial counseling and lending services
* Established new clientele through outbound calls, referrals from existing clie
nts, partner referrals and community involvement
* Supported management in all areas to maintain branch standards and regulations

Personal Banking Officer * Wells Fargo Bank * Tucson, AZ

01/94-4/99
* Exceeded all sales and referral goals for 1997-1999, actively contributing to
the branch reaching "Best of the West" status in the fourth quarter of 1998
* Developed and implemented a teller referral program that resulted in a 35% inc
rease in new business accounts, loan volume and credit cards
* Trained and supervised tellers and customer service reps to ensure compliance
standards, risk management and sales goals
* Supported bank officers and management with document preparation, account reco
nciliation, levy's, notary and new accounts
Education
1998 University of Arizona, Tucson, AZ
Major: Business Administration
Minor: Communications
Licenses
CA Securities License - Series 6, Series 63
Computer Skills
Windows, Mac OS X, MS Office Suite, PowerPoint, InDesign, PhotoShop, QuarkXpress
, Internet, Adobe Acrobat, Email, ACT, Outlook, Access, QuickBooks, 10 Key
References Available Upon Request