BANKING TRAINING & INSTRUCTIONAL CONTENT LEADER
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Banking, mortgage, fintech, and training professional with 20+ years of experience developing, delivering, and supporting educational content for financial services professionals, employees, customers, and industry audiences. Hands-on experience producing short-form video and digital learning content using CapCut, Loom, Microsoft Teams, Vimeo, and related platforms. Created mortgage education and brand content for loan officers and PrimeLine Capital, including collaboration with external media representatives from HGTV.
Most recently led webinar production and digital content execution for banking and credit union audiences at Pinnacle Financial Strategies. Former banking executive and sales training leader with extensive experience in adult learning, employee development, technology adoption, coaching, and SME collaboration.
Sales Enablement Coordinator | Financial Institution Sales & GTM - PINNACLE FINANCIAL STRATEGIES - Remote
(2026-01 - 2026-08)
Led end-to-end production of educational webinar content for banking and credit union audiences, coordinating subject matter experts, messaging, talking points, rehearsals, live recording, technical production, content distribution, and post-event follow-up.
Senior SDR / Banking and Credit Union Technology - PINNACLE FINANCIAL STRATEGIES - Remote
(2024-11 - 2025-12)
Account Executive - REMINDERMEDIA - Remote
(2024-05 - 2024-11)
Ranked among the Top 10 East Coast Account Executives while averaging approximately 1.6 new accounts closed per day in a high velocity B2B SaaS sales environment.
Fractional Sales Consultant / Account Executive - INDEPENDENT CONSULTING - Remote
(2023-08 - 2024-05)
Delivered fractional B2B SaaS sales and business development support across financial services and professional services engagements, spanning account segmentation, outbound strategy, executive messaging, pipeline development, and Salesforce based opportunity management.
Leasing Account Executive - QUARTERRA GROUP, THE FRANCIS - Charlotte, NC
(2023-01 - 2023-08)
Ranked #1 Account Executive on the onsite sales team for a 459 unit luxury community while maintaining 99% on time renewal completion and an average sales cycle of 30 days or less.
Senior Mortgage Loan Officer - PRIMELINE CAPITAL, INC. - Charlotte, NC
(2021-06 - 2023-01)
Created and produced short-form mortgage education, brand, and marketing video content using CapCut for personal production, fellow Mortgage Loan Officers, and the PrimeLine Capital brand. Managed hands-on video production activities including content planning, recording, editing, formatting, messaging, and preparation of digital content for distribution across customer and professional audiences. Collaborated with external media and brand representatives, including HGTV-affiliated professionals, in support of mortgage-related content and promotional initiatives.
Developed educational content that translated complex mortgage concepts into clear, consumer-friendly information designed to improve understanding and engagement.
Fractional Sales Consultant / Account Executive - INDEPENDENT CONSULTING - Remote
(2020-06 - 2021-06)
Provided B2B sales, business development, market development, account strategy, and growth support across financial services and professional services engagements.
Chief Experience Officer - FORT COMMUNITY CREDIT UNION - Fort Atkinson, WI
(2019-01 - 2020-06)
Led employee learning, coaching, technology adoption, and frontline development for an organization of 100+ employees across five locations. Developed and reinforced standardized workflows, training expectations, customer-experience practices, and technology-adoption programs across branch and digital channels. Led implementation and employee adoption of 15 Interactive Teller Machines across five locations, coordinating technology partners, managers, employees, and operational stakeholders.
Partnered across lending, digital banking, payments, operations, fraud, risk, compliance, marketing, and technology to translate complex processes into practical frontline guidance and training.
Vice President, Member Experience - FORT COMMUNITY CREDIT UNION - Fort Atkinson, WI
(2017-05 - 2019-12)
Led consumer retail execution across deposits, new account onboarding, ACH, remote deposit capture, card services, and frontline workflows while partnering across lending, digital, payments, operations, fraud, risk, BSA/AML, marketing, and technology. Led requirements, vendor comparisons, demonstrations, reference checks, RFP scoring, and executive recommendations for technology and consumer programs, including management of the Kasasa relationship and ITM vendor selection.
Business Development Manager - ADVIA CREDIT UNION - Wisconsin Market
(2015-05 - 2017-05)
Led regional business development, lending performance, membership growth, retention, and frontline sales execution; increased team productivity 30%, membership 25%, and led a Top 5 lending team that exceeded sales targets 20%+. Worked directly across ACH, remote deposit capture, card services, and STAR/PULSE ATM networks, bringing payments and banking operations knowledge into business development and frontline growth initiatives.
Regional Sales Manager / Assistant Vice President - ALPINE BANK AND TRUST COMPANY - Illinois
(2007-09 - 2015-05)
Managed three banking markets and a $50M+ deposit portfolio, increased client acquisition 37%, and helped launch a new banking location that reached profitability within 18 months. Built and led a 15 member lending team and contributed to a 50% increase in approved loans through stronger pipeline management, coaching, and accountability.
Senior Area Sales Training Manager - HARRIS BANK, NOW BMO - Illinois
(2005-01 - 2007-09)
Designed and delivered training, coaching, and performance-development content for 15+ Mortgage Loan Officers and banking professionals using adult-learning principles and role-specific learning objectives. Developed instructional materials and facilitated learning around mortgage products, consultative selling, customer conversations, relationship development, banking products, and performance improvement. Adapted training content to different experience levels and learning needs while reinforcing standardized processes, messaging, service expectations, and brand standards.
Partnered with banking leaders and subject matter experts to identify performance gaps, develop learning interventions, and reinforce knowledge through coaching and ongoing training.
