My passion revolves around quality customer service and meaningful client relationships. My experience has been focused on thoughtful account analysis; Project Management, At Risk analysis and CDD, reporting as well as preparation of Quarterly Business Reports for regional markets where I utilized advance Excel, PowerPoint, Access, CRM database skills and KYC administrative reviews and on-boarding. Additionally, I bring an interesting mix of experience and skill sets to your company from my role as a client-facing Advisor, Business Support Manager, Trust experience as well as my teaching background. I have worked heavily on special projects relating to a process that focuses on the smooth transition of client accounts based on associate departures. This project was designed to improve client retention, create accountability for client contact and production of weekly reports that focus on the progress made with the assistance of business partners. I created monthly reports and dashboards that track sales, revenue, pipeline and expenses and utilized WebEx to facilitate meaning discussion among managers and associates as well as and action plans. These roles have enabled me to utilize my legal and instructional technology training.