Haven 

Head of Partnerships

April (getapril.com)

Director of Sales

FinClusive

Sales Director

Ocrolus

Account Management Team Lead

Senior Account Manager

Citi

Banking & Cash Management for the Citi Private Bank. Key contact for Private Banking clients managing their liquidity and treasury services needs. Partnered with product management for new product strategy to promote growth of business.

Senior Vice President

J.P. Morgan

· Manage the banking business for two regions domestically encompassing 150 bankers and
totaling $480mm revenue
· Grew deposits revenue in parts of the Northeast and the South by over 5%
· Increased the percentage of clients actively using JPM for primary banking relationship by more
than 6% over two years, including three markets where there is no local branch presence
· Learned the full banking platform and sales process quickly and had success with the front
office, including senior management, due to exceedingly strong relationship-building and
networking skills
· Assisted in continued development on an internal sales incentive program for service
professionals that grew by more than $1B in funding from 2012-2013
· Partnered with Head of Custody to rollout capability to more teams in the two regions covered

Vice President

· Managed between 80-115 active mortgage requests/deals for clients/bankers; average on team
was 50-70
· Coordinated with front and back office and clients to manage expectations and close loans as
quickly and accurately as possible
· Full management responsibility in manager’s absence and looked upon as a leader for other
teammates
· Closed over 500 personal mortgages with notional amount of over $560mm in just two years

Senior Mortgage Advisor

· Managed and oversaw the existing books of business for 300 high net worth clients; directly
interfaced with clients as the primary back-up for three senior bankers
· Partnered with banker for client prospecting through research and development of effective
client presentations. Results included: 15 new clients, $60 million in new inflows, and $600k in
new revenue in just one year far exceeding average banker performance
· Grew individual book of high net worth clients from 40 to 75 in 14 months; average client size
was $2-5mm in assets with JPM
· Expanded revenue on the existing book over 200% (to $300k) exceeding targets for the year
· Provided comprehensive credit analysis and recommendations supporting the client base of
three senior private bankers. Averaged 8-10 credit evaluations and reports per month
· Worked on a team with investors and fiduciary officers for the team structure offered to
prospects and clients; earned the trust of senior advisors on the team and worked with local
high profile/public clients while coordinating teams and meetings with the specialists on the
clients’ teams
· One of 12 analysts nationwide selected to participate in an 8-week pilot credit training program
for the private banking practice

Associate Banker/Credit Analyst

Accomplished finance and fintech professional with a results-oriented track record in business development, client retention, and revenue/sales/quota generation. Organized, thorough planner, consistently able to achieve high professional standards, meet priorities and deadlines as well as maintain high client satisfaction. Consummate team player.

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Marni Hirschfield Gomez, CFP®'s Linkedin Analytics