Ambitious Leader who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.
•Counsel clients of various net worth including high net worth individuals and business clients regarding investments, risk analysis, and business planning.
•Entrepreneur responsible for providing leadership for a growing practice.
•Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
•Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas of cash management, insurance coverage, and investment planning.
•Assets increased 30% in 2 years.
•Provided primary executive leadership for a $50 million retail credit union, including branch sales, lending, business development, member/client services, asset liability management, human resources, and organizational strategic planning.
•Analyzed operations to evaluate performance of the organization and its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, or policy change.
•Directed, planned, and implemented policies, objectives, and activities for the organization's businesses to ensure continuing operations to maximize returns on investments and increase productivity.
•Directed human resources activities, including the approval of human resources plans, the selection of directors or other high-level staff, and establishment of the organizations departments.
•Served on board of directors and Asset Liability Management Committee
•Provided executive leadership for all consumer and mortgage lending functions to include origination, servicing, collections, branch sales, call center and indirect auto lending for a $350 million retail credit union.
•Developed and implemented appropriate policy and procedures to ensure organizational efficiency.
•Responsible for organizational asset recovery and liquidation to minimize loss.
•Instrumental in executing collaborative leadership and project management in organizational merger in 2007.
•Served on the organization's Asset Liability Management Committee.
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