Results-focused leader with MBA in Finance eager to offer progressive Financial Analysis, Strategic Planning, Client Relations, Risk Management, Quality Assurance, Team Building, and Regulatory Compliance experience toward maximizing a growth-oriented employer s bottom-line performance.

 

 

~ A Top Performer in Investments, Partner Referrals, Loans Closed, and Profit Goals ~

 

~ Ambitious Self-Starter and Community Service Award-Winner in 2010 ~

 

         Integral leader who uses strong prospecting and presentation skills to acquire, retain, and expand new / existing client relationships, along with meeting with clients to ascertain key financial needs and provide product recommendations.

         Out-of-the-box thinker who offers core knowledge of financial services and industry trends, along with demonstrating talents in interfacing among a diverse clientele to create targeted investment plans within an ever-changing economy.

         Ambitious self-starter who excels at analyzing business goals, evaluating financial markets, identifying profitable growth opportunities, defining strategies for capturing new clientele, and attaining solid leveraging in competitive industries.

         Holds Series 6 & 63 Licenses, as well as Life & Health Insurance Licenses.

 

 

 

Registered Personal Banker II

         Utilize strong financial knowledge to analyze tax returns, financial statements, year-to-date expenses, and revenue reports, including defining, customizing, and presenting optimal lending and financial management solutions for small businesses.

         Expand revenue and profit streams by developing and executing daily strategies to capture new business via aggressive cold calling, lead development, referral generation, and outside appointments which was instrumental in achieving goals.

         Build and sustain profitable operations by coaching and directing new personal bankers to ensure seamless processes.

         Grow business by successfully devising and implementing methods for attracting and acquiring new clientele.

         Close over $800,000 in year-to-date investments via an effective partnership with the Financial Advisor.

 

 

Adjunct Finance Professor

         Plan and present instruction in the areas of personal finance by employing dynamic teaching methodologies designed to facilitate creative and engaging lesson plans and achieve significant increases in student performance on rigorous testing.

         Improve student success by developing key coursework, discussion questions, and strategies via interactive processes.

         Expertly assess comprehensive student proficiencies to produce balanced and objective individual evaluations.

 

 

Small Business Licensed Financial Specialist Bank Officer (2007 C 2009)

         Contributed sharp analytical talents toward assembling, reviewing, and managing small business and general loan applications valued as high as $500,000, along with consulting and closing loan contracts while building core relations.

         Drove bottom-line results by using resources and partners to attain the highest accountability for identifying and selling client-focused investment services with $897,842 investment dollars closed.

 

 

 

Financial Specialist (2006 C 2007)

         Met and / or exceeded personal and financial business goals by cross-selling checking / savings accounts, loans, and credit card products within competitive financial markets, including creating and cultivating partnerships with mortgage consultants, business bankers, and financial advisors to optimize market leveraging and create mutually beneficial results.

 

 

Financial Counselor

         Demonstrated expertise in ascertaining client financial needs, goals, and / or requirements and recommending budget plans and credit counseling services designed to resolve credit issues while concurrently building companywide profits.

         Led new hire training and mentoring processes pertaining to company programs, systems, and achievement benchmarks.

         Coordinated efforts with peers to drive special projects supporting the implementation of a Retention Department.

 

 

Master of Business Administration

~ Emphasis in Finance ~

Strayer University

 

Bachelor of Science in Business Administration

~ Emphasis in Management ~

Fayetteville State University

 

 

Series 6 & 63 Licenses

Life & Health Insurance Licenses

 

 

Present Affiliations

Simon Temple A.M.E Steward (2009-Present)

Member of 100 Black Men of Cape Fear Region (2008-Present)

Great Oak Non-Profit Mentor (2006-Present)

 

Past Affiliations

United Way Loan Executive (2010)

District Advisory Council Member Triangle East South (2009 C 2010)