Experience

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  Suntrust

  Mar 2006 - Aug 2009

  Finance specialist
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  Wachovia corp

  Aug 2009 - Nov 2010

  Business service specialist
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  Wells fargo

  Jan 2011 - Oct 2011

  Commercial relationship associate/education & non-profit banking

  Support a team as a project manager for marketing event, trade shows events, and seminars. Maintain budgets for each event and purchased promotional items and coordinated travel arrangements. Work closely with Education & Non Profit Banking relationship team to support a portfolio of middle market clients that includes: $1.4 million revenue, $506K net income, $24.1 million average deposits, and $85.8 million average commitments. Ensuring a high level of client satisfaction and retention which included: taking ownership and researching and solving problems, engaging appropriate business partners, and addressing client issues. Performing quality service calls, maintaining client information, servicing accounts, and communicating effectively with clients via written correspondence, telephone, email, and organizing results. Show less

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  Wells fargo private bank

  Jan 2012 - Sept 2015

  Client relationship associate/wealth associate

  Coordinated Private Banking Events throughout the year; managing all vendor relationships for all events assigned, and maintain budget and progress reports. Researched and resolves operational issues related to complex accounts for our highest net-worth clients. Assist Wealth Advisors (WAs) with account administration sales activities and relationship management, balancing multiple priorities. Assists in cross-selling products and services to existing clients. Prepared preliminary client correspondence and customized professional client presentations. Assisted with financial/wealth planning such as spreadsheet preparation and analysis. Position requires compliance with S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Show less

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  Virginia department of health

  Jan 2018 - Jul 2019

  Program support technician
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  Vcu health

  Dec 2020 - Jul 2021

  Unit secretary
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  Hca healthcare

  Feb 2022 - now

  Him coordinator and assistant facilities officer for hca