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Competencies:
Skilled at consulting with clients to define and analyze their financial situations and develop strategic solutions to further their financial-planning goals. Comprehensive knowledge of and experience in leveraging numerous investment instruments in a variety of complex scenarios. Proven leadership and team-building skills, coupled with the ability to direct strong teams in managing customer relationships, developing a strong team-based environment and exceptional customer service.
Professional Experience: Cadence Bank N A Vice President Regional Manager (January 2012 until April 30 2013) Responsible for investment sales for the Middle Tennessee Market
Responsible for managing all aspects of the branch staff and daily operation
Responsible for preparing periodic financial statements including profit and loss statements Established and cultivated client relationships and sales leads as an active member of the Williamson County Chamber of Commerce. Initiated one on one coaching and group huddles with staff to set the agenda for the day and assure that all goals and objectives are met Responsible for processing, managing loan portfolio of 40 million and growing new business. First Tennessee Bank Assistant Vice President (July 2008 until December 2011)
Responsible for managing all aspects of the branch staff and daily operation
Responsible for preparing periodic financial statements including profit and loss statements Established and cultivated client relationships and sales leads as an active member of the Rutherford County Chamber of Commerce and Rutherford Cable Initiated one on one coaching and group huddles with staff to set the agenda for the day and assure that all goals and objectives are met. Responsible for loan portfolio of 12 million and growing new business through out side sales calls. Fifth Third Bank Branch Manager (May 2004 - July 2008)
Responsible for managing all aspects of the branch staff and daily operation
Established and cultivated client relationships and sales leads as an active member of the Rutherford County Chamber of Commerce and Rutherford Cable Initiated one on one coaching and group huddles with staff to set the agenda for the day and assure that all goals and objectives are met. Strengthened relationship between all areas of the branch to help my team and branch grow to become a full service financial center. AmSouth Bank Asst. Branch Manager/Stockbroker (September 1993- May 2004)
Assured that all branch personnel met goals and objectives Facilitated all compliance, sales and operations training Assisted with the development and growth of consumer/business banking, mortgages, trusts, investments and commercial banking relationships Performed sales and customer service activities within the retail branch environment Assisted clients with activities such as new accounts, CDs lines of credit, mortgages, etc. Served as a key team member in the brokerage services of fiduciary, investment management and banking services to new and existing clients. Established and maintained strong relationships with fixed income investment clientele to continually drive revenue growth Dupont High School Diploma (1980)
Education: Licensure:
Life and Health Insurance Licensed Series 6 Licensed Series 63 Licensed Series 7 Licensed Continuing Education each year Achievements: Top Sales Producer Companywide with First American 1995-1999 Million Dollar Revenue Club with AmSouth Investment Services 2000-2002 Top Sales Producer with AmSouth Bank 2003 Fifth Third branch top branch in the Middle Tennessee Area the 4 years there. Top in sales with First Tennessee Bank all years achieved the President Circle three years of the four there.