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Work experience

Jan 2012Present

Private Bank Client Associate

Wells Fargo Wealth Management

·Currently have exceeded CEO Platform Suite quarterly sales goal of $300m since joining the team

·Lead key relationship reviews to drive portfolio growth and independently maximize Wealth products revenue through value-added cross-selling with a focus on the CEO Platform Suite

·Achieved the “Best Shot” award for adding $450m in Q3

·Coordinate and negotiate with both customers and internal partners to ensure on-time delivery of requests, projects, etc.

·Direct monthly training session for Private Bankers on CEO Sales Platform system

·Collaborate with all levels of management to work and lead specialty projects, counsels and campaigns

Apr 2011Apr 2012

Personal Banker II

Wells Fargo

·Highest revenue producing banker for two quarters in a row with $4.7mm in the NE Philadelphia Region

·Promoted to branch “Business Champion” after 4 months with the company

·Led monthly district conference call centered on client service improvements

·Highly skilled in Prospector, Sales Focus Platform, Hogan Mainframe, and Store Portal systems

Jul 2010Jan 2011

Financial Advisor Associate

PNC Bank

·Provided client, administrative, and compliance support for two centralized brokers while completing Financial Advisor Licensing(Series 7,66,Life)

·Partnered with multiple banking segments to cultivate strong, personal relationships with existing customers and develop relationships with prospective clients

·Became extremely proficient in investment systems ThomsonOne, and Genesis

·Maximized deposit revenue by selling a full suite of banking products

Jul 2009Jul 2010


Lucci Restaurants Group

            ·  Designed and executed sales campaign that generated $100m in new annual revenue

·Led the selection and implementation process of new POS system “Aloha” for two 250 top restaurant/bars

·Designed and executed sales campaign that generated 100M in new revenue

·Redeveloped restaurant flow that led to a 15% reduction in labor costs

·Created and implemented express lunch program that led to a 45% rise in lunch revenue

Apr 2008Jul 2009

Sales Operations Manager


·Booked $200M in new business each quarter which exceeded the sales managers’ quotas

·Managed a book of business with a net value of over $1.5mm annually

·Designed a training program that cut implementation of new property management system, Opera, from one year to four months

·Implemented a daily training program that ensured staff were well versed in daily job functions that led to a 40% increase in guest satisfaction scores

·Placed on task force and sent to Wharton’s Steinberg Conference Center to roll out similar training program for staff and managers

·Proficient in Opera, Micros, and Delphi

Feb 2006Apr 2008

Dining Services Manager


·Redesigned catering functions that led to a $100m increase in annual revenue

·Through the proper management of four supervisors and a staff of one-hundred and twenty, the executive dining room & bistro were able to increase covers by 40%

·Developed a new five week rotating menu that led to a 50% increase in guest satisfaction scores.

·Created and facilitated an annual Assistant Director’s East Coast Conference that raised senior management awareness and enthusiasm

Jun 2005Apr 2006


Roy's Hawaiian Restaurant

·Led a staff of two supervisors and staff of sixty-five from attaining guest satisfaction scores of 75% to attaining 95%

·Closed on two “Fortune 500” company holiday party contracts that led to an increase of $1mm annually which exceeded the sales goal of $500m

·Reconfigured the restaurants mezzanine level seating flow that led to a one-hundred and thirty cover increase during Center City’s Restaurant Week


Oct 2013Present


La Salle University
Sep 2001Aug 2005


Drexel University


Microsoft Suite
Exceptionally proficient in all programs
Sales Booking Software
Exceptionally proficient in Delphi and Maestro software
Property Management Systems
Exceptionally proficient in Fidelio, Maestro and Opera systems
Point of Sale Systems
Exceptionally proficient in Aloha, Restaurant Manager, and Squirrel systems


Seasoned manager with proven success in sales management, operations, and staff development.



    Experienced technology sales consultant with nine years of direct experience managing and partnering

with high net worth clients within the hospitality and banking industries. I have led clients through the

entire sales cycle for a variety of technology solutions. Proven ability to cultivate and develop

relationships. I have maintained an extensive track record of exceeding quarterly sales goals as well as

external client satisfaction scores. I add value beyond my technical knowledge and employ mature,

autonomous judgment, initiative, flexibility, and professionalism.


Series 7

Apr 2008Present


Health Communications Inc.
Dec 2008Nov 2011


health Communications Inc.