Executive Bank President recognized for outstanding presentation, communication and cross-cultural team leadership skills. High-energy, results-oriented leader with an entrepreneurial attitude. Accomplished Executive with demonstrated ability to deliver mission-critical results.
Sales and Marketing Leadership:
Merger & Acquisition Leadership:
Region President for community banking network throughout Greater Philadelphia Delaware region. responsible for overall leadership of sales, service, financial and operating results for consumer, small business and wealth segments delivered through 165 retail branch system. provides strategic leadership and consulting including business planning, sales and service strategy, marketing, communications and community development. Accountable for region P&L; to drive sustainable revenue growth and implement effective expense management practices resulting in best in class financial performance. Develops effective and meaningful community partnerships with key stakeholders, business, community, government and non-profit leaders.
Regional President for the San Fernando Valley Community Bank in the Greater Los Angeles area. Responsible for overall leadership including sales, service, financial and operating results for assigned consumer, wealth and small business banking segments delivered through 60+ branch division. Provides overall leadership and consulting including business planning, sales and service strategy development. Accountable for division P&L. Drives sustainable revenue growth and implement effective expense management practices, protocols and routines resulting in multiple years of record breaking bank financial performance.
Responsible for overall leadership and management of Central Phoenix market. Supports, develops and leads branch managers and store teams. Directs all aspects of operations in 12 store district within assigned geography in Central Phoenix region. Ensures effective and efficient operations, quality of customer service, achievement of sales and financial goals, regulatory compliance and operating integrity for each branch location. Participates in the strategic planning and development of sales and marketing strategies, training and development of management team. Identifies high potential talent to develop and participate in leadership programs.
Manages community banking for acquired bank region throughout New Mexico region. Territory comprised of metropolitan, rural, agricultural and ranching communities. Directly responsible for overall management of 35 retail banking locations in two different markets withing assigned geography. Accountable for sales, loan, deposit and financial growth. Acts as strategic business manager, coach, trainer, motivator and goal setter. Implements and inspects sales production and cross sell strategieswith partners.
Opens and manages de-novo branches in upscale affluent market area. Recruits, selects and trains all platform, operations and sales staff. Develops and implements sales and marketing strategies for high value and premier clients. Acts as team lead manager resolving critical issues at new locations with sales and service gaps and opportunities. Manages expenses and salaries to maximize efficiency while accelerating sales and service productivity. Directly accountable for team sales and service performance metrics, new consumer and business household acquisition, and referrals to partners.
University of Washington School of Business - one of the nation's premier three-year graduate-level management education programs focused specifically on financial services
BALP is an intensive executive development program that provides highly specialized coursework designed to enhance skills in multiple C-suite bank functions.
The Center for Creative Leadership is a top ranked global provider of executive education that develops better leaders through its exclusive focus on leadership education and research.
Situational leadership II is the most comprehensive, up to date and practical method of effectively managing and developing people, time and resources in the world.
Sales and service leadership program for financial services organizations. Attained trainer certification status for Creating Customer Loyalty, and Sales Leadership System for Bankers / Sales Accelerator program.
Region Walk Chair 2013
Campaign Cabinet 2012 - 2013
Philadelphia Region Co-Chair 2011
Los Angeles Region Co-Chair 2006
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