Milestones

My road in life has taken me all over.
Wanted to work in business.
Majored in Marketing Management.
Had an internship at a consulting firm.
Was recruited to be a financial advisor.
Started working in banking.
Three years later started over at a new bank.
Excelled at every opportunity.
Became a manager Jan 2013.

Career

Branch Manager

Lead a branch based team of professionals who help clients everyday.

Career Roadmap

Roadmap
My work combines:
My work combines:
Business
Entrepreneurship
Teaching / Mentoring

Day to Day

A great day starts with a morning huddle with the whole team in which we plan our activities for the day and go over any initiatives we might have. Follow that with one on one time spent with the members of the team to set the agenda individually and ensure we are making the most of every interaction with a client. We would then help clients with everything from debit card replacement to planning for the future and sitting with our financial advisor. We would end our day debriefing with staff.

Advice for Getting Started

Here's the first step for college students

Decide if you want to help people reach their financial goals and if you're interested in an exciting career where everyday is different than the previous.

Recommended Education

My career is related to what I studied. I'd recommend the path I took:

Hurdles

The Noise I Shed

From Friends:

"People from our neighborhood don't work at a bank."

Challenges I Overcame

First-Generation College Student