Axos Bank

Director

Pacific Western Bank

Vice President, Global Treasury Management | Venture Banking

Sisense

Client Success

Wells Fargo

Vice President

Assistant VP, Foreign Exchange

Canvassed and reached out to businesses with FX needs and maintained connections with existing clientele including 250+ weekly phone and email interactions. Coached new FX team members and held training classes for Business Banking Academy with an emphasis on customer experience and success.  Delivered full range of FX products including the recommendation and execution of hedging strategies  (wires, forwards, drafts, cash letter, multi-currency accounts)

FX Account Manager

Managed international receivables for Washington Mutual (Chase Bank) converting FX into USD. Handled over 100+ calls daily and booked FX deals through multiple lines of businesses - Retail, Wealth Management, Business Banking, Correspondent Banking partners and external customers. Recognized for excellence in customer service in FX Services Q4 2008 and Q1 & Q2 2009

Foreign Exchange Analyst

Personal and Small Business Banker

Experienced financial technology professional with client-centric background.  Expertise in foreign exchange services, treasury management, venture banking, product sales, digital payments, data analytics, business intelligence, Saas, and client management.

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