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RESUME

INTRO

Versatile and analytical executive with 15+ years of experience driving revenue growth through strategic client engagement, solution-based selling, and market insights. Proven success advising C-suite leaders, building cross-functional partnerships, and developing scalable tools to accelerate impact. Skilled in new business development and process optimization, with a strong foundation in risk mitigation, data storytelling, and stakeholder alignment.​

Work​
experience​
JP Morgan Chase | Houston, TX

Executive Director Transactional FX (Cross Border Payments) | 2022 - 2025

Global Financial Institution | $3.2T in assets | Leading corporate client base | National FX coverage model

Geography & Vertical Coverage: Core Markets, Technology, Disruptive Commerce, Internet, & Life Sciences

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Oversight: Led FX sales efforts targeting corporate treasury teams, accelerating revenue through high-impact cross-border payment solutions. Built and deepened relationships to uncover new payment flows and drive sustained portfolio growth.

 

Led the growth and transformation of transactional FX sales, delivering double-digit YoY revenue growth through proactive client targeting, strategic advisory, and operational excellence. Partnered across banking, treasury, and product teams to deliver integrated FX solutions that improved client outcomes and firm profitability. Acted as a key conduit for translating market complexity into actionable strategies, fostering trust and execution readiness across teams.

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PNC Bank | Houston, TX

Director, FX Sales & Trading​ | 2018- 2022

Top-10 U.S. Commercial Bank | $560B+ in assets | Middle-market and corporate client segments nationwide

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Oversight: FX sales strategy for Southwest region; relationship management with commercial bankers and treasury officers; development and execution of hedging strategies; expansion into underpenetrated markets.

 

Expanded PNC’s FX footprint across the Southwest & Pacific region by building strong banker engagement, delivering tailored risk solutions, and embedding FX into broader treasury conversations. Leveraged client data and transaction trends to construct more responsive, proactive sales processes that strengthened retention and uncovered new revenue opportunities.

 
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Wells Fargo | Atlanta, GA

Associate​, FX Sales & Trading | 2011 - 2018

Top-5 U.S. Bank | Global Markets Division | Corporate & Commercial Banking Clients

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Oversight: Supported FX sales strategy for middle-market and large corporate clients; risk advisory across hedging instruments; internal process innovation and sales enablement.

 

Developed deep FX product expertise and built a reputation as a collaborative, data-driven partner across sales, trading, and support teams. Played a pivotal role in improving client engagement through analytics, streamlining internal processes, and contributing to strategic growth initiatives.

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SunTrust (Now Truist Bank) | Atlanta, GA

Analyst​, FX Sales & Trading - IB Division

Specialist, Capital Markets Operations - Middle Office | 2008- 2011

Regional Investment Bank (now part of Truist) | Institutional clients and middle-market corporates

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Oversight: Pre-trade analytics, pitch support, trade lifecycle management, and FX client servicing; system improvements and reporting alignment between front office and operations.

 

Built foundational FX expertise across both front- and middle-office roles, supporting senior sales leaders with analytical insights, client materials, and performance reporting. Played a critical role in improving the quality, speed, and customization of client-facing deliverables, and contributed to multiple internal initiatives to scale capabilities.

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Office of Thrift Supervision, Dept. of US Treasury | Atlanta, GA

Federal Thrift Examiner | 2006 - 2008

 

Highlight: Analyzed risks involved in capital adequacy, asset quality and management strategy, earnings, liquidity and sensitivity to interest rate changes. Ensured compliance with OTS, Federal, and state laws and regulations. Assessed the adequacy of internal controls, policies and procedures. Researched, organized, and presented findings to senior level management.

Expertise

Risk Management

Strategy Development

Market Knowledge

Trading Proficiency

Presentation Tools

Data Analytics

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Proficiencies

Excel

Word

Powerpoint

Bloomberg

FX All

360T

Outlook

Education
University of Georgia

Bachelor of Business Administration in Finance

Honors Program

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