OVERVIEW:
I have worked with the following financial institutions on acquisitions/conversions, new product launches, product sales, account activations, retention campaigns, and/or strategic planning. Products include IRAs, payroll processing services, home equity loans and lines of credit, I-shares, bank cards, small business products, and personal banker accounts.
CLIENT LIST INCLUDES:
- Bank of America
- Barclays Global Investments
- Charles Schwab
- Citibank
- Fleet/BankBoston Financial
- Wells Fargo Bank
- ANZ Bank (Australia)
