BOARD OF COUNTY COMMISSIONERS LEON COUNTY, FLORIDA

the area of small business. Territory included all of the Big Bend including, the
Perry and Madison markets. Represented the bank heavily in the community and
other areas of the state as a seminar and conference speaker as it concerned small
business, credit and financial planning.
05/01- 12/2004 Financial Specialist II/Certified Financial Planner, VP – Tallahassee.
Developed and grew relationships with small businesses and consumers through
needs based delivery of loans, investment products, deposit products and
financial planning, through consistently prospecting and profiling prospects and
the existing customer base. Serves as a mentor to new hires and college recruits
helping them develop those necessary practices necessary for their success.
Earned Certified Financial Planner status in May of 2001, 1 st Wachovia
employee in the Big Bend market to earn such designation.
03/00 – 05/01 Senior Financial Specialist, VP – Tallahassee – Coached under performing
Financial specialist by helping them develop and activate those skills necessary
to reach their full potential. Mentored new hires and college recruits in addition
to developing and growing existing customer base through effective prospecting
and profiling.
07/98 – 03/00 Financial Specialist II, AVP– North Monroe Business Financial Center
Developed and grew relationships with through needs based delivery of loans,
investment products with an emphasis on small businesses.
02/92 – 07/98 Branch Manager IV, AVP – South Monroe Financial Center & Monroe-Park
Financial Center (2/92 – 11/94) Managed a financial center with $13MM in
deposits growing loans and deposits. Provided leadership for 8 to 12 financial
center employees including customer sales specialist, licensed employees, teller
specialist and tellers. Modeled relationship building and stellar service to be
imitated by team members. Recognized as one the 4 top branch managers in
Florida in 1993 winning a sales trip to St. Thomas, Virgin Islands.
06/90 – 02/91 Consumer Sales Associate – Miami, FL & Tallahassee Serviced new &
existing clients in financial centers in both Miami, FL and Tallahassee FL. Sold
bank deposit products and loan products.
01/90 – 06-90 Community Bank Management Associate – Miami, FL
Successfully completed First Union’s (FKA Southeast Bank, N.A)’s consumer
associate program designed for selected college graduates to prepare them for
management positions within the company.
Affiliations:
• Metropolitan Cathedral of Truth – Board member, Minister of Music
• Leadership Tallahassee – Class 23 Graduate
• Northwest Florida Black Business Investment Corporation – Secretary of the Board
• 100 Black Men of America, Tallahassee Chapter – Vice President of Finance
• Rotary Club of Tallahassee – Director of New Generations, Paul Harris Fellow
.
Attachment #4
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Page 207 of 622 Posted at 5:00 p.m. on April 1, 2013