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Graduated with emphasis in financial markets, corporate finance, and client advisory fundamentals.
Private Banker with 7+ years of experience advising high-net-worth clients on banking, lending, liquidity, and investment-aligned solutions. Skilled at growing profitable relationships, coordinating with wealth advisors, and maintaining disciplined KYC, AML, and suitability standards. Known for consultative discovery, strong referral partnerships, and consistent production in competitive U.S. banking markets.
Ranked in the top 15% of regional bankers for qualified wealth and credit referrals in 2023.
Maintained clean internal audit outcomes across client documentation, risk reviews, and account opening controls for three consecutive review cycles.
Built a repeatable prospecting routine with attorneys, CPAs, and real estate professionals that strengthened the HNW referral pipeline.
- Managed a portfolio of 185 affluent and high-net-worth households, deepening relationships through tailored banking, lending, and investment referral strategies.
- Increased relationship balances by $42M over 18 months by identifying liquidity needs, credit opportunities, and underutilized deposit solutions.
- Partnered with financial advisors, mortgage specialists, and business bankers to deliver coordinated recommendations aligned with client goals and risk profiles.
- Completed KYC refreshes, suitability reviews, and account documentation with 98% on-time completion while meeting internal control standards.
- Conducted quarterly client reviews using Salesforce insights, prioritizing at-risk relationships and uncovering cross-sell opportunities across banking and wealth channels.
- Served as relationship manager for affluent clients with $250K to $2M in investable assets, supporting daily banking and wealth introductions.
- Generated $18M in new deposit balances by executing targeted outreach campaigns, branch partner referrals, and client event follow-up.
- Referred qualified clients to Merrill advisors and mortgage consultants, contributing to 34 closed advisory and lending opportunities in one year.
- Resolved complex service issues involving account titling, wire activity, and documentation, improving client satisfaction scores within assigned book.
- Coached branch associates on discovery questions and referral handoffs, raising monthly qualified private client introductions by 22%.
Graduated with emphasis in financial markets, corporate finance, and client advisory fundamentals.
Private Banker with 7+ years of experience advising high-net-worth clients on banking, lending, liquidity, and investment-aligned solutions. Skilled at growing profitable relationships, coordinating with wealth advisors, and maintaining disciplined KYC, AML, and suitability standards. Known for consultative discovery, strong referral partnerships, and consistent production in competitive U.S. banking markets.
Ranked in the top 15% of regional bankers for qualified wealth and credit referrals in 2023.
Maintained clean internal audit outcomes across client documentation, risk reviews, and account opening controls for three consecutive review cycles.
Built a repeatable prospecting routine with attorneys, CPAs, and real estate professionals that strengthened the HNW referral pipeline.
- Managed a portfolio of 185 affluent and high-net-worth households, deepening relationships through tailored banking, lending, and investment referral strategies.
- Increased relationship balances by $42M over 18 months by identifying liquidity needs, credit opportunities, and underutilized deposit solutions.
- Partnered with financial advisors, mortgage specialists, and business bankers to deliver coordinated recommendations aligned with client goals and risk profiles.
- Completed KYC refreshes, suitability reviews, and account documentation with 98% on-time completion while meeting internal control standards.
- Conducted quarterly client reviews using Salesforce insights, prioritizing at-risk relationships and uncovering cross-sell opportunities across banking and wealth channels.
- Served as relationship manager for affluent clients with $250K to $2M in investable assets, supporting daily banking and wealth introductions.
- Generated $18M in new deposit balances by executing targeted outreach campaigns, branch partner referrals, and client event follow-up.
- Referred qualified clients to Merrill advisors and mortgage consultants, contributing to 34 closed advisory and lending opportunities in one year.
- Resolved complex service issues involving account titling, wire activity, and documentation, improving client satisfaction scores within assigned book.
- Coached branch associates on discovery questions and referral handoffs, raising monthly qualified private client introductions by 22%.
