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Work History

Nov 2010Present

Private Client Relationship Manager

TD Private Client Wealth

As a Private Client Relationship Manager, I deliver TD Wealth's full offering of private banking, lending, investment, trust and estate services to high net worth individuals in the Connecticut market. I work closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, I leverage the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, I develop an extensive relationship with each client and work closely with the team assembled to support their needs.

Jan 2010Oct 2010

Financial Planner

Strategies for Wealth

Helped clients create financial plans based on their unique situations and goals, whether it be retirement, education, business, insurance, estate planning or a combination of all. Then, more importantly, motivate them to take action and achieve the goals they set out to accomplish.

Jan 2002Dec 2010

Regional Private Banker

Wells Fargo

Responsible for growing investment, loan and deposit book of business by developing current banking relationships and leveraging internal and external partners. Receive qualified prospect introductions from retail, commercial and middle market banking, and responsible for deepening banking/investment relationships to increase revenue per customer. Meet with 2-3 qualified prospects per week and discuss current financial position, develop aspirations based on offering and create team of professionals capable of implementation. Present to all new retail and commercial employees in NY and train to recognize and transition Wealth opportunities. Known for a comprehensive, advisory approach to financial sales: Built $300MM+ book of business in 8 years. 

Education

Jun 1998May 2002

Bachelor of Science

MARIST COLLEGE

Business Administration, Minor Accounting

Skills

Banking
Investment
Financial Planning
Trust
Advisory
Wealth Management