Highly Accomplished Executive and Strategic and Operational Leader Focused On Execution and Achieving Results
We are uniquely positioned to offer businesses and individuals the products and capabilities of a national bank and the personal service of a community bank.
I am an accomplished and successful Executive with a 26+ year demonstrated track record of consistent success in the wealth management industry, including several years at a Fortune 500 company. My experience and areas of success include: - business strategy and execution - leading transformational change - growing sales and revenue - reducing costs - change management - successfully executing significant cross-functional projects and initiatives - contract negotiation - mergers and acquisitions - significantly overhauling infrastructure processes and systems - leading large and dynamic teams in a matrix reporting environment - building strong and effective organizational relationships - managing multiple disciplines - overall business management - leadership My broad-based expertise includes relationship and sales development, product and project management, customer experience, strategic planning, marketing communications, compliance and risk management, team-building, organizational development and design, fundraising, financial management and working with non-profit organizations. Specialties include: executing strategic initiatives, successfully tackling significant business opportunities, fostering client relationships to grow share of wallet, developing new relationships and business, identifying and implementing operational efficiencies, developing and growing talent, identifying opportunities to grow overall business and process improvement. I'm proud to have achieved: - numerous years of financial results that exceeded goals - leading significant business transformations - multiple years of top-quartile employee engagement scores - successful execution of numerous strategic projects and initiatives that exceeded targets and goals I am a winner and I know how to be successful.
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