New York, New York, United States
I build and scale partnerships across financial services and fintech. I bring over 15 years of experience in financial services, building trusted relationships and helping clients navigate complex financial decisions while driving long-term growth. My background spans retail banking, client advisory, and consultative sales — where I’ve consistently focused on understanding client needs, uncovering opportunities, and delivering solutions that create measurable impact. Over time, I’ve developed a strong appreciation for how financial institutions evaluate risk, scale growth, and build durable partnerships. That experience has shaped how I approach business today. I now operate at the intersection of banking, fintech, and strategic partnerships — with a focus on how institutions can grow by building and scaling the right relationships across the ecosystem. What’s become increasingly clear is that growth today is no longer just product-driven — it’s partnership-driven. I’m particularly interested in how financial institutions and fintech platforms work together to scale — balancing speed, control, and customer experience. Whether it’s onboarding, adoption, or expanding relationships, I focus on aligning the right stakeholders to drive outcomes that benefit both sides. Throughout my career, I’ve focused on: • Strategic relationship building • Revenue growth and client acquisition • Consultative financial solutions • Cross-functional collaboration (risk, product, compliance) • Market development and partnership growth Based in New York City, I’m passionate about helping organizations move from individual relationships to scalable, ecosystem-driven growth strategies. Areas of expertise: Financial Services | Client Advisory | Business Development | Strategic Partnerships
• Referred over $4M in lending opportunities in Q1 2026 (to date), contributing to overall branch revenue growth • Lead the branch in strategic partner referrals, positioning internal partnerships to drive client outcomes and business growth • Contributed to a district-leading 97.1%+ customer satisfaction score (VOC) through consistent client engagement and service excellence • Partner cross-functionally with lending, investment, and business banking teams to deliver integrated financial solutions for retail and business clients • Develop and manage client relationships through a consultative approach focused on financial needs analysis and long-term value creation • Drive revenue growth by identifying opportunities and aligning clients with the right internal partners and solutions across lending, investments, and business banking • Maintain a strong pipeline of prospective clients through proactive relationship development and community engagement
• Managed high-volume client intake and CRM workflows supporting referral pipelines and service coordination • Collaborated cross-functionally to streamline onboarding processes and improve operational efficiency • Supported internal referral channels and client onboarding flows to improve conversion and client experience
• Managed NYC / Long Island territory driving B2B client acquisition and revenue growth across new and existing accounts. • Built a high-value sales pipeline generating $100K+ weekly revenue through consultative account management • Exceeded monthly sales targets and increased territory profitability by 31% • Built and managed relationships across multiple client segments, identifying patterns in customer needs to drive consistent revenue growth
• Built brand presence across 12 major supermarket chains and 150+ restaurant accounts throughout NYC and Long Island. • Drove market expansion through weekly face-to-face negotiations with key decision-makers and distribution partners.
• Delivered personalized banking solutions across deposits, lending, and credit products to support client financial goals. • Built and deepened relationships with new and existing clients through proactive outreach and financial consultations. • Generated new business through referral partnerships, community engagement, and client acquisition strategies. • Identified opportunities to expand client relationships across multiple financial products and services. • Consistently recognized for strong customer experience and relationship management.