PROFESSIONAL PROFILE
Experience, at
a glance.
A concise view of leadership across financial services, enterprise client relationships, operations, and growth.
Executive profile
Financial services and operations leader with 10+ years of experience across banking, client relationship management, risk, business development, and multi-site operations. Combines executive stakeholder management with data-informed execution, repeatable service processes, and cross-functional team leadership.
Selected outcomes · OURS ABA
95% client retention · 60% client acquisition growth · 40% reduction in intake time · $500K+ in new annual revenue · Organizational scale from 5 to 30+ employees.
Professional experience
Assistant Vice President · PNC Bank
2025–PresentCommunity Development, Enhancement & Financial Education
- Lead territory strategy and execution for PNC’s Mobile Initiative.
- Own community partner relationships and guide financial education and banking programs from needs assessment through impact evaluation.
- Use stakeholder feedback to refine engagement and improve program delivery.
CEO & Founder · M.A.KSPERIENCE Inc.
Apr 2020–PresentEntrepreneurship, enterprise partnerships & retail
- Built a retail middle-market business and strategic relationships with major U.S. luxury retailers.
- Oversee operations, commercial strategy, client service, and growth.
- Moved approximately $1.3M in inventory into domestic and international markets.
Director of Sales, Client Services & Operations · OURS ABA
2024Client experience & organizational growth
- Oversaw sales, client service, billing, clinical coordination, and administration across two states.
- Delivered 60% client acquisition growth, 40% faster intake, 95% retention, and $500K+ in new annual revenue.
- Created SOPs and automated workflows; scaled the organization from 5 to 30+ employees.
Vice President & Branch Manager · Huntington National Bank
Jun 2023–Oct 2024Branch leadership, client relationships & growth
- Owned branch performance, client satisfaction, retention, compliance, and growth.
- Led and coached banking professionals and translated enterprise priorities into local plans.
- Built community and referral partnerships while monitoring operational and service performance.
Risk Analyst, Special Accounts · BMO Financial Group
Apr 2021–Jun 2023Complex relationships & risk management
- Managed complex, high-risk borrowing relationships and advised stakeholders on risk mitigation.
- Analyzed financial performance and portfolio trends to produce executive-ready recommendations and reporting.
- Coordinated legal, insolvency, sales, and service stakeholders on complex account issues.
Vice President & Branch Manager · BMO Financial Group
Jul 2018–Jul 2021Customer experience & commercial execution
- Executed branch plans for acquisition, retention, wallet share, service, and efficiency.
- Implemented national and regional programs and trained teams for consistent adoption.
- Built referral networks, developed talent, and resolved complex client situations.
Director of Operations · Mudzi group of companies
2012–2018Multi-site retail operations
- Led operations across 10 retail locations, including inventory, customer experience, and brand execution.
- Standardized operating practices and developed managers to improve consistency across the store network.
Education
University of Iowa · BA, Enterprise Leadership; Certificate in International Business · 2017.
Capabilities & tools
Client success and retention · Executive relationships · Onboarding and implementation · Cross-functional leadership · Risk and compliance · SOPs and playbooks · KPI reporting · Salesforce · HubSpot · Power BI · Zapier · Workflow automation.
Portfolio edition based on the supplied resume, with education wording drawn from university-published recognition. Additional credential details are omitted pending confirmation.