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Treasurer Management Professional with 13 years experience in commercial lending, investment management & lending.
Experienced commercial banker in many areas of finance including investment management, treasury management and commercial lending looking to become a part of a growing organization where I can contribute immeasurably. I'm a multi-faceted banker with the ability to entertain clients and prospects one day and speak to technical specifics around liquidity investments and treasury management the next. A role in which I can ut...
401 (k)/403 (b) Plan Design Consulting ERISA, PPA & DOL Regulations & Compliance Financial Advisor Training & Development 404c Fiduciary Audit Support & Knowledge Corporate Contract Negotiations & Sales 457, 403b, 401 (k) & Defined Benefit Plan Design Direct B2B 401k/403b Corporate Client Sales Insurance Product Sales and Marketing Territory Launch & Turnaround Management Vendor Benchmark and Analysis Business Cost Reducti...