Experience

• 

  Bank of america

  Aug 1988 - Aug 1996

  Senior sales/service representative

  Banking Sales & Customer Service

• 

  Citizens

  Aug 1996 - Aug 2000

  Assistant branch manager/branch registered rep. mutual funds

  Responsibilities included monitoring the effectiveness of branch and branch staff performance by tracking and analyzing weekly/monthly performance data and developing branch sales and service action plans for branch optimum performance to meet targeted branch goals.

• 

  State street bank & trust co.

  Aug 2000 - Aug 2002

  Senior fund/portfolio accountant

  Fund/Portfolio Accounting/Financial services back office transactions for stock brokers.

• 

  Loanstar mortgage

  Aug 2002 - Aug 2008

  Mortgage broker

  Broker: Residential/Commercial mortgage loan origination

• 

  Vinfen

  Jul 2008 - Sept 2011

  Site manager
• 

  Loanstar global

  Aug 2011 - Sept 2020

  Business consultant

  Experienced banker/mortgage broker and mutual fund/portfolio accountant with demonstrated history of working in a fast paced banking and financial services industry. Skilled in small business consulting, healthcare staffing delivery, healthcare employees financial retirement planning/financial well being and excellent ideas for solving business problems.

• 

  Rise north capital

  Sept 2020 - now

  Financial representative

  financial Advisors