Experience

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  Bank of america

  May 2001 - Apr 2009

  Responsible for defining business solutions for a wide range of internal clients by identifying, assessing and recording project needs, recommending priorities and costs versus benefits while creating accurate project estimates and budgets by clearly defining assumptions, risks and scope. Manage the design and implementation of processes and procedures within the administrative segment of a newly created department for Global Wealth & Investment Management. I also worked on a variety of projects related to executing operational activities for a sales focused team.Key accomplishments include:• Responsible for financial analysis, executive reporting, communications and associate engagement, and training • Manage compliance reporting for multiple markets, perform audits• Market level training for new hires pertaining to compliance policies and systems training• Ongoing Market level support for compliance related practices• Systems support and resolution of issues handled through GWIM Technical Compliance team • Developing and distribution of various production reports for multiple sites updated on a weekly and monthly basis Show less Responsible for designing, implementing and enhancing Partnerships for Growth framework to help support Global Wealth and Investment Management top priorities. I worked directly with Regional Sales Executive to drive results in the internal referral process adopted by Bank of America. Primary point of contact and liaison for existing High Net Worth (HNW) client relationships. Maintained the timeliness and quality of client service delivery and was accountable for overall client satisfaction. I broadened and deepened HNW relationships through cross-selling of products/services and retention of existing client base. • Deposit Champion for Central Region – Chosen as Stellar Deposit Champion for 5 quarters.• Part of the Transition team for Bank of America – Fleet merger. Created several quick reference guides for different Bank Systems, which were distributed during the transition.• Represented PB on the Global WIM Associate Survey Action Team and successfully developed and launched the Career Development web page.• Responsible for training new employees on Bank systems. • Exceeded monthly sales goals for new checking/savings/CD/Credit Card/ Brokerage accounts. • Leader in sharing knowledge, ideas and best practices with teammates both informally and in team meetings. Show less

  • Business Support Manager – Premier Banking and Investments

    Sept 2007 - Apr 2009

  • Assistant Vice President & US Trust CSSO II - Licensed – The Private Bank

    May 2001 - Sept 2007
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  Bank of america

  Feb 2010 - May 2014

  Business support manager, vp

  • Intervene, analyze, manage and resolve business conflicts between the company and the client.• Arrange and conduct client meetings to assess performance and build strong relationships between internal departments and the client• Understand client issues and business strategies. Engage client on contract renewals and assist in negotiating the terms.• Understand internal line of business processes to be an advocate in improving the customer experience.• Escalate critical issues to senior management in a timely and effective manner; update senior management with project status reports, meeting minutes and executive briefs. Show less

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  Sia properties llc

  Mar 2016 - now

  Company owner

  Real Estate Investor