
Timeline
About me
Senior Vice President - KPC Wealth Market Leader - Seattle
Education

Pacific coast banking school
2011 - 2014Banking school graduate program banking
Monroe county community college
2000 - 2004Associate of arts and sciences (a.a.s.) business management/computer information systems 4.0
Experience

Key corporate & commercial bank
Jan 1990 - Jun 2022Vice president, senior area retail leader• Responsible for sales and financial leadership of 12 branches in the E. WA market; managing a footing of $980MM• Responsible for strategic planning and execution to ensure success of each branch’s profit and loss in market• Execution of goals through observational and formal coaching and recruiting of talented individuals• Provide disciplined approach to Human Capital through accountability, training, coaching, rewarding performance• Partner with other lines of business to collaborate successful client conversions and corporate campaigns• Serve as a market leader fostering partnerships within organization and within the community • Lead sales and service meetings, develop and implement collaborative strategies to increase team productivityWA Region Career Highlights:2020 - Signature Circle Winner - Ranked #1 in the WA Region and Ranked #2 in the Country2018 - Area Retail Leader of the Year 2015 - Signature Circle Winner2014 - Graduate of Pacific Coast Banking School2013 - Signature Circle Winner - Ranked #1 in the WA Region and #3 in the Country2011 - Signature Circle Winner - Ranked #4 in the Country Show less

Key investment services
Jul 2022 - nowSenior vice president - kpc wealth market leader - seattle
Licenses & Certifications

Securities licensed - series 6 & 63
Dec 2007
Life & health insurance license
May 2006.webp)
Series 65
Financial industry regulatory authority (finra)Aug 2016
Series 24
FinraSept 2022.webp)
Series 7 license
Financial industry regulatory authority (finra)Jul 2015
Volunteer Experience
Board Member
Issued by Junior Achievement of Washington on Aug 2012
Associated with Michelle Andrews
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