Experience

• 

  Wells fargo

  Aug 2003 - Apr 2015

  Managed implementation of complex treasury management services for large corporate clients Worked with leading US energy companies to build and plan complex cash flow systems by supporting the sales efforts of sales consultants in multiple strategic energy markets. Assisted in the consultative selling of treasury management solutions to commercial and business banking customers in Dallas and Fort Worth area. Successfully managed a portfolio of complex commercial and healthcare clients migrating from Wachovia to Wells Fargo Worked as the primary sales support analyst for sales consultants and teamed with our commercial clients to develop robust treasury management strategies including cash planning, account structures, and cash flow Managed teller and senior teller staff at a Wells Fargo branch location Worked as a personal banker assisting individuals and businesses at a local Wells Fargo branch

  • Treasury Management Implementation Coordinator

    Aug 2014 - Apr 2015

  • Treasury Management Sales Analyst - Energy Services, Assistant Vice President

    Jul 2013 - Jul 2014

  • Treasury Management Sales Analyst - Business Banking Group

    Apr 2012 - Jun 2013

  • Migration Project Manager

    Jul 2011 - Apr 2012

  • Treasury Management Sales Analyst

    Oct 2006 - Jul 2011

  • Service Manager

    Aug 2005 - Oct 2006

  • Personal Banker

    Aug 2003 - Aug 2005
• 

  Southwest ltc management services, llc

  Apr 2015 - Jul 2017

  Treasury manager

  Serve as the primary contact between Southwest LTC Management and its portfolio of banking partners for all treasury related banking needs

• 

  Jpmorgan chase & co.

  Jul 2017 - Dec 2022

  Client relationship manager
• 

  Situsamc

  Dec 2022 - May 2023

  Vp, primary servicing
• 

  Jpmorgan chase & co.

  May 2023 - now

  Client relationship manager