Experience

• 

  Bank of america

  Jan 1996 - Jan 1999

  Performance trainer/assistant training director

  Designed and maintained orientation/technical skills training manuals for retail loan staff, resulting in consistency in processing. Promoted to senior coach (1 of 3), providing counsel and direction to 60 performance trainers across the division/Delivered credit training courses and seminars for over 80 private bankers based in Los Angeles, Charlotte, St. Louis, and Houston. Created individual professional development plans for entire Houston staff (22).

• 

  Wells fargo

  Nov 1999 - Nov 2015

  Acquire, manage and grow profitable account relationships with an extensive percentage of moderately complex and medium sized business customers that have annual gross sales of generally more than $2MM and less than $20MM. Ensure the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers. Accurately assess their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially. Show less

  • Vice President, Senior Business Banking Relationship Manager

    Aug 2011 - Nov 2015

  • Community Affairs Manager

    Oct 2007 - Aug 2011

  • Senior Manager Learning Development

    Aug 2005 - Oct 2007

  • Learning Manager

    Nov 1999 - Aug 2005
• 

  Wells fargo advisors

  Nov 2015 - Oct 2018

  First vice president, pcg leader coach

  Provide one-on-one executive coaching to a client base of 650 branch, market and complex managers across an 11-region Wells Fargo Advisors footprint. Focal points included revenue/market share growth, strategic planning, new advisor acquisition, team member engagement, leadership capacity/self-awareness, diversity, credit/operational/market risk management, change management, and advisor coaching/succession planning.

• 

  Suntrust

  Nov 2018 - Dec 2019

  Fvp, commercial banking sales strategy lead - north and south carolina

  Facilitate the development and ongoing sustainment of the revenue growth strategy for the North and South Carolina Commercial Banking ($2MM to $250MM) footprint.

• 

  Wells fargo

  Dec 2019 - now

  Strategic planning and execution of division-wide transformational Change efforts.

  • Executive Director - Senior Lead Business Growth Strategy Consultant

    Apr 2022 - now

  • Senior Business Initiatives/Change Manager-Commercial Bank

    Dec 2019 - Apr 2022