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

    at PayJunction

    December 2016 - at Present

    North Carolina

    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.

  • Marketing Manager

    at Cask and Crate LLC

    January 2016 - at Present

    North Carolina

    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

    North Carolina

    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

    at Appen

    February 2016 - February 2017

    North Carolina

    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

    North Carolina

    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

    North Carolina

    • 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)

  • Coursera

    at Penn, U Michigan, Duke, Princeton, UVA

    2010 - at Present (8 years)

  • Series 6 and 63

    at FINRA

    2007 - at Present (11 years)

  • BA marketing

    at Western Governors University

    2012 - 2014 (2 years) North Carolina

  • Associates Social Sciences/Psychology

    at TC3 and Cornell Univesity

    1983 - 1987 (4 years)

Services offered

  • 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.


  • English Native

  • Spanish Conversation

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