Dr Bank
Vp, Branch Administrator
Darien Rowayton Bank
Vp, Branch Administration
Bankwell Jan 2018 - Dec 2018
Vice President; Manager of Retail Service and Training
Bankwell Aug 2014 - Dec 2017
Vice President, Branch Manager
Morgan Stanley Nov 2012 - Jul 2014
Financial Advisor
Education:
Fairfield University 1985 - 1989
Bachelors, Economics
Skills:
Strategy Risk Management Management Business Planning Finance Analysis Recruiting Performance Management Team Leadership Strategic Planning Project Management Financial Services Sales Management Customer Satisfaction Auditing Banking Retail Banking Credit Loans Sales Credit Analysis Customer Service Leadership Operations Management Financial Analysis Customer Service Management Team Building Cross Functional Team Leadership Training Business Process Improvement Interpersonal Skills Community Service Policy Analysis Public Speaking Business Development
Certifications:
License Series 7 License Series 66 License Series 26 License Series 63 License Series 6 General Securities Respresentative (Series 7) Uniform Combined State Law Exam (Series 66) Investment Company Products/Variable Contracts Principal (Series 26) Uniform Securities Agent State Law Exam (Series 63) Investment Company Products/Variable Contracts Representative (Series 6)