Work history
EVP - Regional Executive
tags:
operations
• retail bank
• wealth management
• executive
• mortgage
• samll business
• facilities
How would you describe your time at Colonial Bank?
Reporting directly to the CEO, serve as the regional executive for Private Banking, Wealth Management, Retail Branch Banking, Business Banking, Treasury Services, Retail Mortgage, Retail Brokerage, Branch Operations and Facilities, for a franchise of a $24B commercial bank. Provide executive leadership to 200+ team member in direct reporting hierarchy. Manage business operations in Nevada and Idaho, with business dealings in 6 western states. Lead facilities expansion strategy of 10 new branch sites, a corporate headquarters, and a private banking office.
- Serve on the Bank???s Regional Board of Directors
- Serve on the Bank???s Loan Committee
- Serve as an advisor to the Bank???s Compensation Committee... 
Vice President / Market Director - Private Client Services
tags:
director
• lead
• facilities
• region
• operations
• mortgage
• wealth management
• bank
• executive
How would you describe your time at JPMorgan Chase & Company?
Identify, develop and expand the JPMorgan Private Client Services footprint into key markets not served by the banking footprint. Lead a team of private bankers, fiduciary officers and investment advisors in total wealth strategies for affluent clients .Also tasked with facility procurement, team acquisition and development, and market penetration in the affluent client space.
- Lead facility negotiation and team expansion for PCS
- Serve on the Bank???s Regional Loan Committee
- Serve as an advisor to the Bank???s Compensation Committee...
Senior Vice President / Market Manager ??? Private Client Services
tags:
lead
• region
• director
• wealth management
• executive
• retail bank
• bank
• small business banking
How would you describe your time at Bank of America?
Direct a team of 17 VP Level Private Client Managers in the greater LA market. Deliver private client lending options, along with affluent banking products, investment and wealth management strategies, across 3 hub locations. Serve as an OSJ supervisor for NASD licensing purposes. Develop and implement a Six Sigma strategy to acquire professional business sources.
- Improved from #63 of 70 US markets in Q4 2002 to #6 in US in Q1 2004
- Double the profitability of a $3 Billion client portfolio
- Serve on the State President Leadership council...
Managing Director - Business and Political Consulting
tags:
director
• lead
• consult
• political
• business formation
• executive
How would you describe your time at MBA International?
Senior Director and Consultant. Contracts generally include business expansion strategy (land procurement, political negotiation, community / region marketing strategy, leadership team selection.), business performance enhancement (next level strategies), business integration and introduction (political, industry and community.)
- Serve as a Director
- Serve on the company???s Finance Committee
- Serve on the company???s Compensation Committee...
Regional Manager
tags:
lead
• wealth management
• region
• retail bank
• small business banking
• commercial
• mortgage
• bank
How would you describe your time at Wells Fargo?
Regional Merger Integration Sales Manager (Mortgage)
Regional Investment and Insurance Manager (Investments and Insurance)
District Sales Manager (Retail Banking)
Branch Manager (Retail Banking)
Personal Banker (Retail Banking)
In-Store Teller (Retail Banking)
