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Work Background
Director of Business Development
Citrin CoopermanDirector of Business Development
Jun. 2025United StatesSourcing business, market growth and relationship building for full-service CPA and Advisory firm
Managing Director, Middle Market Banking
Webster BankManaging Director, Middle Market Banking
Sep. 2024 - Jun. 2025Jericho, New York, United StatesBusiness Development Officer (BDO), driving business opportunities and opening COI pathways for entire Middle Market team and related vertical partners - focus on C&I business of $50MM in revenue and ~$10MM in lending and up.
VP, Business Banking Relationship Manager II
CitizensVP, Business Banking Relationship Manager II
Apr. 2023 - Sep. 2024Melville, New York, United States
President
GIME Consulting, LLCPresident
Jun. 2019United StatesGeneral business consultant - sales and revenue strategist, both helping companies from ideation and infancy to revenue, and being brought into existing projects for path correction, additional revenue generation thought leadership and support. Commercial lender/banking insider that can assist with borrowing strategy and bank negotiations, as well as lender/offering selection guidance. Skilled connection maker.
VP, Sr. Business Banking Relationship Manager
M&T BankVP, Sr. Business Banking Relationship Manager
Jun. 2019 - Apr. 2023Hauppauge, New York
VP, Relationship Manager III
BankUnitedVP, Relationship Manager III
Sep. 2017 - Jun. 2019Melville, New York
VP, Business Banking Sr. Relationship Manager
Santander Bank, N.A.VP, Business Banking Sr. Relationship Manager
Sep. 2012 - Sep. 2017Long Island and NYC
AVP, Small Business Banker
Capital OneAVP, Small Business Banker
May. 2010 - Aug. 2012Huntington, Melville
AVP, Business Banker
JPMorgan ChaseAVP, Business Banker
Mar. 2008 - May. 2010Melville and Huntington, NY
Stock Broker/Account Manager
Westrock AdvisorsStock Broker/Account Manager
Jan. 2007 - Mar. 2008Woodbury, NYSeries 7, 63 licensed

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Sales & Growth Strategy Consultant; Live Event Salespeople Coaching
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