Manage and grow a book of high-value clients in payment processing and financial solutions.

Led end-to-end redesign of BMO U.S. digital banking, resulting in a 90% customer satisfaction rate.

Built a scalable, accessible color system, including dark mode, for use across all U.S. platforms and led a team in creating brand guidelines for their application

Created end-to-end project process frameworks, and was a foundational designeron the U.S. design system.

Designed cross-sell opportunities within the logged-in digital experience, to support growth goals and resulting in increased new account openings.

Regularly partnered across research, content, and accessibility for thoughtful and measurably impactful results.

Designed the digital transition experience during the BOTW and BMO merger to inform and guide customers while preserving trust and retention.

Led UX/UI and visuals for white-label loan portal platforms used by external partners.

Spearheaded a redesign of the digital banking interface to align with refreshed brand guidelines.

Lead visual brand architecture and designed visual assets, marketing materials, building decals, pamphlets and listings for real estate development and management firm.

Top performer in new sales and repeat business at LendingHome.

Supported user-facing dashboard UX improvements in collaboration with internal product design teams resulting in improved customer pull through.

Managed a high-value client portfolio and drove 30% YoY volume growth through insight-driven account strategy.

Facilitated end-to-end financing process with cross-functional teams.

Managed clients through end-to-end loan origination process and work cross-functionally to move loans through in a rapid time frame. Quickly exceeded goals and was promoted.

Qualified and brought on new business. Outperformed team and was rapidly promoted.

Delivered design solutions across brand identity, UX/UI, packaging, editorial, and digital assets.

Specialized in crafting visual systems and product interfaces with high aesthetic and functional quality.

Built the San Francisco market from the ground up, generating $10M+ in monthly revenue. Being solely accountable for the SF market I sourced, serviced and supported my portfolio maintaining a 94% retention rate.

Translated complex payment systems into trusted partnerships for over 150 business clients and over 50 high impact referral partners.

Assisted in development of Axia's first in-house underwriting department resulting in a streamlined and expedited approval turn around process.

Negotiated underwriting terms with sponsoring bank to form clear and concise parameters for sales teams to adhere to, helping them identify their demographic and establishing clear underwriting guidelines.

Acted as a liaison between the sales team, corporate office and our sponsoring bank involving new account approval, setup, monitoring and policy.

Mentored sales team in procedures, strategy and account regulations and requirements resulting in a 50% faster turn around time for approval.

Assessed potential risk, liability and opportunity brought on by each new client.

Assisted Production team for Ferrari North America Owners Events at Carmel’s Concourse “Car Week” and at the Ferrari Gentlemen’s race at the Sonoma Raceway

• First on-site, developed landscaping plan and managed incoming vendors resulting in ahead of schedule preparation for build-out and managed relationship with site owners resulting in a positive relationship

• Assisted team in all aspects of activation: display and décor, floral, scheduling, fulfilling last minute client needs, problem solving, resulting in smooth and successful activations

Worked at their first retail store for high-end footwear.

Held position as #1 producer in sales for four consecutive years.

Won nearly every sales competition.

Trained and managed new hire sales associates.

Responsible for in-store visual merchandising.