Experience

• 

  Charles schwab

  Jul 2016 - Feb 2019

  • Collaborate with Relationship Management to find consultative solutions for 350+ Independent Registered Investment Advisors (RIAs)• Assist in achieving individual and team NNA goals by proactively uncovering opportunities and providing solutions to RIA’s needs/wants• Partner with Sales and Operations to assist RIA’s in resolving complex situations in an ever-changing environment• Build and maintain rapport with advisors by providing accurate information and timely follow up • Provided investment education and guidance to empower active investors to make well informed decisions that align with their goals and objectives by improving their knowledge on complex derivative trading and strategies• Focused on asset aggregation using consultative sale techniques and investment guidance • Responsible for creating a positive client experience by discussing financial products that meet their needs while proactively uncovering business development opportunities• Utilized a cross section of technology and business experts within Schwab to identify efficient and effective methods to serve the spectrum of client needs

  • Relationship Management Sales Support

    Feb 2018 - Feb 2019

  • Trading Specialist

    Jun 2017 - Feb 2018

  • Financial Services Professional

    Jul 2016 - Jun 2017
• 

  Base commerce

  Feb 2019 - Jan 2021

  Channel development manager

  • Responsible for building and maintaining business relationships with our Sponsoring Banks and largest partnerships• Oversees business development opportunities for our strategic partnerships as well as all opportunities with complex structures - from exploration to implementation • Oversees Sponsor Bank implementation and live roll-out for production processing services • Manages enterprise level project launch schedule for both product and partner initiatives ensuring a smooth and profitable roll out• Manages interdepartmental communication in relation to project timelines ensuring accountability Show less

• 

  Nuvei

  Jan 2021 - now

  •Focused on strategic partner channels, executing overall strategy and improving top tier client and partner relationships• Oversee business development opportunities for our strategic partnerships as well as all opportunities with complex structures - from exploration to implementation• Oversee Sponsor Bank implementation and live roll-out for production processing services• Manage enterprise level project launch schedule for product and partner initiatives ensuring smooth and profitable roll outs• Manage interdepartmental communication in relation to project timelines ensuring accountability Show less

  • VP, Relationship Management, ACH & Online Banking

    Dec 2021 - now

  • Channel Development Manager

    Jan 2021 - Dec 2021