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Work Background
Capital OneClient Service Senior Manager
Dec. 2020 - Apr. 2023
J.P. MorganRelationship Manager
Aug. 2017 - Dec. 2020New York, New YorkServe as the point person for a dedicated portfolio of Commercial Real Estate (CRE) clients. The Relationship Manager role is designed to assist top tier clients with all things relating to deposit solutions, namely Treasury Services. Also to partner closely with Client Executives and Treasury Management Officers to convert top tier Real Estate prospects to J.P. Morgan clients.
J.P. MorganClient Service Manager
Jan. 2015 - Aug. 2017Brooklyn, New YorkManage the Northeast team of Client Service Professionals covering the Real Estate Banking (REB) segment of J.P. Morgan. The client service team of REB focuses on improving the client experience of top tier real estate clients nationally.
J.P. MorganClient Service Assistant Manager
Sep. 2014 - Jan. 2015New York, New YorkManage a team of Client Service Professionals supporting the Government, Not-For-Profit & Healthcare segment in the Commercial Banking group of J.P. Morgan.
J.P. MorganRelationship Manager
May. 2013 - Aug. 2014New Hyde Park, New YorkTrusted advisor to a small group of clients in the Western Nassau area. Providing expertise in Cash Management, Working Capital and other financial needs. Point person for businesses with annual sales of $500M to $3MM.
J.P. MorganSenior Treasury Analyst
Apr. 2008 - May. 2013Melville, New YorkSales support working with businesses $10MM and larger in annual sales providing expertise in Global Cash Management Solutions.
J.P. MorganClient Service Professional
Jul. 2006 - Apr. 2008Brooklyn, New YorkMaintained a small portfolio of businesses with annual sales upwards of $20MM. Main point of contact for all service needs.
J.P. MorganLead Teller
Mar. 2005 - Jul. 2006Forest Hills, New YorkManager for large volumes of currency and other office related functions such as scheduled etc....
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