SUMMARY:

• Dynamic and results - driven professional looking to leverage skills, education, and experience in a role where I can contribute to an organization’s growth and success. I bring a client-centric, quick-learner mindset, with excellent partnership skills and collaborative energy. My experience includes:
• 15 Years Relationship Management 8 Years Strategy Development & Implementation
• 15 Years in Consumer Real Estate end-to-end 8 Years Wealth Management
• 10 Years Delivering Integrated Financial Solutions 6 Years Product Management
• 10 Years Team Management 5 Years DMAIC Process

PROFESSIONAL EXPERIENCE:

Confidential

Certified Divorce Financial Analyst

Responsibilities:

• Divorce Financial Analysis for individuals and couples throughout the United States
• Coaching Financial Literacy for women, including budget planning and management throughout U.S.
• Manage Social Media presence to tap into opportunities to grow
• Create videos for YouTube channel to spread the message on resources available
• Networking within women’s organizations as Subject Matter Expert on women and their finances
• Source and develop relationships with Family Law practitioners and other providers to generate business
• Develop and co-host workshops and information sessions with attorneys in business and family law in the community and online

Confidential

Senior Vice President Private Wealth Management

Responsibilities:

• Market development, hire staff for coverage of new and existing clients with $500,000 investable assets
• Build a network of Centers of Influence and grow market presence; Trust & Estate Attorneys, etc.
• Focus on Retirement and Business Succession strategies for business owners
• Rebuild and strengthen relationships with business partners and current book of business owners
• Women and Wealth initiative; a series of lunch learn events with speakers on topics for women and their finances

Confidential

SVP Private Client Manager and Chief Operating Officer

Responsibilities:

• Relationship Manager for Confidential clients and their families through Eastern North Carolina
• Partner with Portfolio Managers, Trust Officers, Wealth Strategists and other specialists to increase client spend, identify additional revenues and build overall client satisfaction
• Operational lead managing client engagement with internal stakeholders to build and foster relationship
• Series 7, 66 licenses (no longer active)
• Women and Wealth Series bringing presenters to discuss key topics in a upscale setting

Confidential

East Region Manager

Responsibilities:

• Lead team delivering end-to-end mortgage outreach events in the hardest hit markets in 20 states in NE U.S
• Media spokesperson for print and radio media, English and Spanish
• P&L Management and Capacity Management to ensure resources could meet market demand and business needs
• Marketing liaison for the National Outreach team, ensuring reach of target customers and coordination of marketing efforts is timely and consistent via telephone, web, mail, etc.
• Directly impact customer attendance & successful outcome based on media interviews as measure through approved mortgage modifications during the event
• Implement new governance process for third-party event execution

Confidential

Product Integration Manager

Responsibilities:

• Liaise between the Joint Ventures (JVs) and all Confidential product management and implementation
• Leverage previous internal relationships to ensure JVs are represented at the “table” to avoid product and process gaps
• Lead contact for the JVs and Affordable Housing Agencies in various states, partnering with Legal and Fulfillment teams to draft documentation, obtain approvals and ensure compliance of programs and SOPs
• Subject Matter Expert (SME) rolling out missing internal programs/products to JVs, including Doctor Loan, Clarity Commitment and Sales Playbook

Confidential

Business Planning & Product Manager

Responsibilities:

• Translate business needs into actionable requirements to meet business objectives as the liaison between the Line of Business, Legal, Compliance, User Experience and other Technology Partners
• Manage several projects or large initiatives serving as eCommerce lead or Subject Matter Expert; managing the Pre-Define, Define and Measure phases and handing off to business partners for delivery of project through Analysis and Improve - then fully re-engaging during Control phase
• Partner with tech partners in the Control phase, working to build test cases and participate in certification in production
• Lead Country-wide Transition, Confidential Associate Readiness, and Spanish translations for online content and user experience on new site
• Reduced Bank’s exposure to OCC findings, mitigate as needed

Confidential

Marketing Product Manager

Responsibilities:

• Product Management and Deployment Team as the Confidential Combo SME; partner with key Business Partners to close gaps in products offered and explore opportunities for enhancements; always with an end-to-end view of mortgage process and business needs using the DMAIC process
• Program Manager for Disaster Relief Program, Access Loans, Phil Plus
• Confidential Subject Matter Expert for Risk Mitigation initiative
• Roll out Combo Product Contraction initiatives on time and on budget at the onset of the economic crisis
• Weekly analysis on Confidential portfolio purchases to be made by Capital Markets

Confidential

Private Banking Regional Manager

Responsibilities:

• Member of the Regional Senior Leadership Team collaborating to grow lending, banking, and investment revenue for the region
• Manage team of Private Bankers with portfolios of 250 clients and support staff covering the Charlotte metro and surrounding communities
• Partner with Private Bank leadership in other regions with a focus on ensuring a superior and consistent client experience across the franchise
• Build solid strategic relationships with leaders in Investments, Commercial, Trust, Mortgage
• Participate in development of the Private Bank value proposition and brand, to include logo, letterhead, marketing material, etc. leading development and implementation of segmentation strategy

Confidential

Sr. Client Manager

Responsibilities:

• Sr. Relationship manager for affluent segment; to include physicians, professionals, CEO, and senior level Confidential associates; leading team of bankers
• Perform annual financial statement review with clients to provide credit, banking and investment solutions; to include commercial lending for business and construction purposes as well as overall asset management
• Leverage opportunities to develop and expand centers of influence
• Authorized signer for up to $2 million and Regulation O Officer for Eastern U.S. reporting quarterly to Confidential Board Members on lending activities of Senior Executives
• Develop and Implement pilot for Associate Premier Banking, rolling out nationwide in 24 months

Confidential

Product Manager

Responsibilities:

• Credit products advocate for Confidential segment in US footprint for Private Bankers; interacting directly with clients and advisers as needed to structure deals
• Member of the Client Strategy and Support Group, a cross-collaboration team of Private Bank and Trust Leaders focusing on the client and associate experience
• Create innovative value propositions and product solutions to address needs of the high net worth clients and their families
• Leverage competitive research and seek out new trends for innovation and new product development
• Create “Mortgage Consultant” role in response to training needs identified for all PB Associates;
• Develop training content for delivery to each market ; Deliver annual marketing, planning and corresponding budget recommendations