Strengths in this role: Collaborative, Lead by Example, Merit Oriented, Coaching Style of Leadership, Round-Table Mindset, Meticulous with Data Analytics, Talented Data Visualizer, Easy and Simple Communicator.
Industry Group: Finance
Industry: Investment Management
Years of experience: 12 years
Company name: Blue Ridge Bankshares
Company size: 622 employees
Role in this company: I lead the Asset Management team to ensure that our Trust Officers are not only making efficient and suitable investment decisions for their clients but are also justifying these decisions with detailed financial analysis and easy-to-communicate reporting strategies. My “round-table” focused structure of work is geared around ensuring that we meet and exceed regulatory standards, internal policy, and Trust document dictations as a team.
Company name: Wells Fargo
Company size: 268,531 employees
Role in this company: Recognized as one of the top producers in the region. Cultivated strong working relationships with individuals and established businesses in the Richmond area with complex financial needs. Developed a niche within the Business Banking Advisory Specialist team to develop long-term business development strategies with private medical practitioners (namely dentists, optometrists, and veterinarians) that were grounded in long-term cash flow, investment management, and legacy planning strategies.
Company name: Merrill Lynch
Company size: 15,000 employees
Role in this company: Worked in an industry-leading team. Obtained FINRA licenses and established an initial client base. Organized successful business outreach activities, including trade shows, dinner events, and educational programs to promote the value of working with me and how I can help them achieve their financial goals.