- San Francisco, CA
- January 9, 2026
With over 15 years of experience in relationship management, client service, fundraising, and financial services leadership, I bring a strong foundation of professionalism, discretion, and trust—qualities that are essential to exceptional notarial work. Throughout my career, I have been entrusted with high-value transactions, sensitive financial matters, and long-term client relationships, consistently delivering accuracy, reliability, and outstanding service.
My background includes senior leadership roles at Citibank and over a decade of nonprofit board service, where I oversaw financial governance, compliance, and fundraising initiatives. These experiences have sharpened my attention to detail, time management, and ability to guide clients through important processes with confidence and care. As a Notary Agent, I am motivated to leverage these strengths to provide dependable service while building meaningful connections within my community.
At this stage of my career, I am seeking work that allows me to earn flexible income, meet new people, and continue contributing my skills in a role centered on integrity, service, and professionalism. I am enthusiastic about the opportunity to bring my experience, commitment, and personable approach to your organization and to serve your clients with excellence.
Experience
Treasurer
• Managed the organization's financial aspects, including risk management, cash management, investment decisions, and financial planning.
Took a strategic role, focusing on long-term goals and the broader financial landscape. Helped to develop an organization's long-term
financial strategy and policies. Reported financial standing to board members quarterly.
Fundraising Chair
• Worked with a committee to plan and organize fundraising activities to meet a budget.
• Responsibilities included strategic planning, developing an annual fundraising strategy.
• Committee management actively recruited and selected volunteers, delegated tasks, and served as an advisor to the committee. Event
coordinator, worked with other committees to develop solicitations and appeals, and coordinated fundraising events.
• Worked with Board President and Director to ensure funds were raised and stewarded appropriately. Consistently developed fundraising
events that exceeded targeted goals year after year.
Senior Relationship Manager, Vice President 06/2011 – 10/2014, Northern California
• 06/2011– 10/2014
• Company: Citi at Work, San Francisco, CA
Recruited by Divisional Leadership team to build-out a new portfolio of companies headquartered in the Bay Area for the Citi at Work
program, supporting the Citibank Retail business. Built-out a new portfolio of large corporate Bay Area-based companies for the Citi at Work
program. Strategic approach to relationship management that delivers client excellence and unique value to clients. Act as a trusted advisor to
key contacts and decision-makers.
•
Finished as a top 10 producer in the nation in 2013. Developed partnerships to support all internal channels, e.g. Citi's Institutional Client
Group, Global Transaction Services, Citi Private Bank, and Citi Commercial Bank. Successful track record of closed cross-business referrals;
Divisional leader in 2012 and 2013. Additional responsibilities include strategic consult and execution of program initiatives with Senior
Leadership to improve quality and program scale.
•
National Account Manager, Vice President 09/2008 – 06/2011, San Francisco, CA
Selected by Senior Management to be the National Account Manager specifically tasked to generate new book of business for the Northern
California marketplace, a CEO sponsored De Novo banking initiative, due to my success as a Financial Center Manager in San Francisco.
•
Develop new client relationships by actively presenting the Citibank at Work program to large-cap companies headquartered in the
Northwest Division. Client portfolio consisted of Fortune 1,000 companies, private equity firms, notable law firms & hospitals.
•
Exceeded goal of new sold client relationships in 2007 & 2008 with revenues of 235% better YOY. Managed over 300 client company
relationships enrolled in the Citi at Work program.
•
Developed a 12-month programming calendar to incorporate worksite enrollment days and financial education seminars to both client
companies and prospects.
•
Sales Integration Manager, Assistant Vice President 09/2002 - 10/2004, San Francisco West Area, San Francisco, CA
• Coached, trained and motivated Area Branch Managers and sales support staff of 13 Financial Centers to prospect and enroll new clients
and to further develop existing client relationships.
• Only Area to achieve over 100% of the assigned production goal in 2004.
• Increased overall net revenue for the Retail Households by 42% YOY through managing an efficient and productive sales process.
Financial Center Manager, Assistant Vice President 8/1999 – 09/2002 & 10/2004 - 9/2008, San Francisco, CA
• Financial Center Manager and responsible for P & L, business development and margin growth of over 4,500 households and deposits,
loans and assets under management of $150MM and $350MM, respectively.
Oversaw staff of 25 banking professionals including the Supervisory Principal regulatory responsibilities of 4 California State Securities and
Insurance licensed associates.
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