Highly motivated and focused professional, with 20 years of financial services experience. Adept at developing a comprehensive analysis and understanding of each client’s unique needs and objectives. Strong communication skillset.
B2B Sales Executive
December 2016 - at Present
December 2016-Present Meet with prospective business owners to discuss virtues of switching to PayJunction paperless Financial software system. Follow up with same to establish continuum and meeting to display demo of software in service.
at Cask and Crate LLC
January 2016 - at Present
Manage all marketing and social media for Pale and Porter Restaurant, including new Facebook page posts and Twitter feeds. Working from home office; coordinating all marketing objectives and campaigns with president of Cask and Crate, LLC
president, content manager, primary front end web developer
at Durham Cool Media
June 2012 - at Present
Design websites and manage SEO, social media marketing. Help business owners define their brand in the marketplace and social media profile. Established 5 FB pages and maintain 3 websites, 4 freelance authors. Cultivate a tailored social media presence to fit the marketing needs for each business client. Pre market all new clients prior to launching their website(s).
Web Content Consultant
February 2016 - February 2017
Evaluate web content according to detailed criteria. Team meetings weekly and reports compiled from at home office. Appen is a global leader in speech and search technology services. With expertise in more than 150 languages. Appen partners with leading technology and ecommerce companies as they develop new offerings and expand them to global markets. Our solutions help companies create engaging products with accurate speech interfaces and relevant content ranging from web sites, to maps, images, and merchandise
Senior Mortgage Planner
at America Select Mortgage
February 2015 - February 2016
Meet with clients to assess their unique residential borrowing needs. Determine how this home loan decision makes sense to each client’s individual family plan. America Select Mortgage is a licensed North Carolina Mortgage Broker. We offer conventional, jumbo, fixed and adjustable and FHA and VA government loans.
Licensed Branch Manager III
at SunTrust Bank
July 1996 - March 2013
• Exceeded profitability plan by 125% in 2012 and 128% in 2012 • Attained 254% of annual branch goal in mortgage closings (2012). Achieved annual goal by 3Q each year • Sponsored at-work program for 15 branches. Responsible for leading weekly and monthly meetings, training new branch managers, representing central Carolina area in weekly regional conference calls (2011-2012) • Managed team ranging from 4 to 7 employees • Retained over 97% of Private Doctors’ Clinics clients after Duke Medical Center branch closed in 2010. • Led area in licensed banker revenue production, 2010-2012 • Consistently exceeded profitability plan, since 2005 • Surpassed area goals in new deposit growth (194%), mortgage production (265%), and checking accounts (138%), 2012
Web Design for Everybody
at University of Michigan
2016 - at Present (2 years)
at Penn, U Michigan, Duke, Princeton, UVA
2010 - at Present (8 years)
Series 6 and 63
2007 - at Present (11 years)
at Western Governors University
2012 - 2014 (2 years) North Carolina
Associates Social Sciences/Psychology
at TC3 and Cornell Univesity
1983 - 1987 (4 years)
Wordpress Web Design
Designed 5 Wordpress Websites. Manage team of 3-5 freelance authors, main editor and author for 2 sites. Handle all SEO, social media cultivation.
Knowledge and keywords