Finance
• Authored 15 successful proposals, and led business development initiatives that resulted in $3.12M in business.
• Won a $2M contract to supply software and services to a highly-visible agency in the UK.
• More than doubled forecasted contract goal of $1M to $2.12M.
• Started the Private Banking Niche in new territory, serving as relationship manager for high net worth, personal accounts ranging from $250,000 to $1,000,000.
• Consistently led team in bank deposit sales, investment revenue, and fee income.
• Led, prepared, and served as the sole contact for North Carolina Commissioner of Banks and external CPA audits.
• Won a $2M contract to supply software and services to a highly-visible agency in the UK.
• More than doubled forecasted contract goal of $1M to $2.12M.
• Started the Private Banking Niche in new territory, serving as relationship manager for high net worth, personal accounts ranging from $250,000 to $1,000,000.
• Consistently led team in bank deposit sales, investment revenue, and fee income.
• Led, prepared, and served as the sole contact for North Carolina Commissioner of Banks and external CPA audits.