Athens, Georgia Area, USA
Managing Consultant
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About Me
Financial services professional with over 15 years of experience in Wealth Management, Retail Banking, Insurance Sales, and Mortgage. Increased areas of responsibility within the organizations, including sales management, strategic development, and implementation, change management and customer experience.
Currently Vice President and Managing Consultant for Cannon Financial Institute. Focused on collaborating with the leaders of financial institutions to provide clarity of execution and assisting them with accelerating the pace of progress between their strategy and their desired outcomes.
Previously served in key strategic roles for Bank of the West and Wells Fargo, including wealth and investment roles in multiple geographic locations, and have served in various executive roles with other organizations as well.
I also really enjoy helping others, so don't hesitate to reach out to me if there is anything I can do to help you or your company succeed.
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$127/hr
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