I work with a specialized team offering wealth strategy, financial planning, investment management, fiduciary trust oversight and private banking services.

VP, Senior Relationship Strategist at PNC Private Bank

University of Dayton, MBA@Dayton Program

Adjunct Instructor

Ohio SBDC

Loan Program Manager

The Private Client Reserve

VP, Private Banking Relationship Manager

DayMet Credit Union

President/CEO

Lead and manage the business development activities while providing leadership and guidance to personnel to ensure member service expectations are met. 
Represents the credit union in local community events and activities.

VP, Business Development Manager

National College

Department Chair - Business / Adjunct Instructor

Fifth Third Bank

Provide full service banking to selected high income/high net worth clients.  

Meeting credit needs of clients, providing deposit accounts and related fee services, consulting and directing clients to company specialists and cross selling all trust and retail services to new and existing clients.

AVP, Private Banker

Liberty Savings Bank

Provided leadership and guidance to personnel to ensure goal performance expectations were met.  Maintained and grew individual portfolio.  

Managed a 9 person team.  

Generated commercial and consumer lending activities by completing loan applications and approving within lending authority or coordinating with appropriate personnel for approval.  

Provided effective credit feedback while analyzing cash flows, financials, profit and loss statements, and balance sheets.  Understand criteria for optimum loan to value, and DTI ratios.  Meet or exceed financial center sales goals by growing commercial/consumer and small business relationships.  

Effectively cross sold products and services to drive deposit base, investment referral, and checking account revenues.  Motivated staff to expand existing relationships through the sale of additional products and services.  

Ensured staff provides superior service to the customers by servicing transactional needs, using the ERB process, maintaining confidentiality and responding to customer questions and requests in a timely manner.

Mentored and developed staff by providing regular feedback on performance, providing opportunities for development, writing reviews, making recommendations to reward performance exceeding standards and handling employee disciplinary issues in a professional, objective and impartial manner.

Represented the financial center in the local community by participating in civic and community events and activities.

Financial Center Sales Manager

US Bank

Involved in branch service and sales.

Provided customer service including anticipating customer needs and cross-selling bank products and services.

Maintained up to date knowledge of bank products and services.

Developed personal and corporate customer relationships through products, services, technology, and regulations.

Maintained operational records, reports, and procedures required by office.

Provided financial services and reviews in order to recommend products based on the customers’ financial goals and expectations

Branch Manager/Investment Specialist

Experienced Vice President with a demonstrated history of working in the banking industry. Skilled in Marketing Management, Analytical Skills, Coaching, Sales, and Customer Relationship Management (CRM). Strong finance professional with a Master of Business Administration (M.B.A.) focused in Management, Innovation and Change from Wright State University.

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