Senior Vice President with experience in process improvement, leading cross-cultural team, project management, budget forecasting and management, relationship building with stakeholders and strategic planning.
Responsible for planning, organization, and direction of the organization’s operations and programs in Mozambique.
Acquire and deepen new and existing wealth management relationships through utilizing the Regions Wealth Assessment and creating customer solutions through a team base model to create customer solutions to meet client needs.
Private Banker/ Consumer Sales Manager/ Branch Manager
Revenue Growth - Spearheaded expansion strategies to increase annual donations by 40% from 2021 to 2022
Customer Experience Improvement - Improved client experience through new online platform. Allowed supporters to have direct messaging access to their sponsorship children.
Operational Excellence - Established policies and processes that reduced operating cost by 10%. Reallocated these resources to open a medical clinic to serve sponsorship children.
Certified Wealth Strategist (Cannon Financial Institute)
Certified Wealth Strategist (Cannon Financial Institute)