Milestones

My road in life took a while to figure out.
Classes in High School: Wall Street and Entrepreneur Classes.
Becoming a Loan officer. Helped shape my phone conversations and helped me mature quickly at 17.
Leaving mortgage banking for Commercial Banking. Larger company, larger stakes.
Getting investment licenses helped to make my conversations more effective.
Becoming a Small Business Banker helped mold my conversations with commercial clients.
Coming to Capital One allowed me the freedom to speak about innovation and the opportunity and be heard!

Career

Relationship Banker

I recommend solutions based on client's immediate and future financial needs.

Career Roadmap

Roadmap
My work combines:
My work combines:
Numbers
Business
Working with Others

Day to Day

A great day starts with a review of my schedule and email to determine if any follow up has to be done from a prior day. Then, I spend time working with my branch team to discuss our success, determine areas of opportunity, and develop a game plan for that day. From there, we all work together speaking to customers regarding their situations, financially and personally. I hope to be able to help as many customers with their financial future as I can.

Advice for Getting Started

Here's the first step for middle school students

Start reading up on the options you have for the field I work in. I've had 4 different roles in the financial and banking field, and will have many more before I'm done working. The financial field is HUGE! So make sure that it's for you, and find your niche. Something that makes you happy and that you enjoy.

Recommended Education

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

Hurdles

The Noise I Shed

From Myself:

"You're too nice for the industry. You need to be smarter, more aware, and more pessimistic about some clients."

Challenges I Overcame

Financial