COO * CMO * Business Development * Sales Leader * Creative Marketer
A dynamic business executive with broad experience starting, operating and managing all aspects of a sales and service corporation of financial institutions. Emphasis has been on sales, marketing, administration, strategic and tactical business planning, product development, cross sell development, process improvement, budgeting and revenue forecasting, board reporting, contract negotiations and innovative marketing delivery systems.
- Hired and trained specific sales, operational, and marketing professionals for numerous cross sell programs generating $46M in annual revenues for CitiMortgage, Cal Fed Bank and Standard Federal Savings Bank
- Integrated sales processes across major servicing platforms (2M accounts) achieving cross sell ratios above 27% for Cal Fed Bank
- Developed and integrated product sales into major origination platforms ($30B+ annually) resulting in product adoption rate of 30% for Cal Fed Bank and Standard Federal Savings Bank
- Launched, maintained and supported annual telemarketing, direct mail and face-to-face marketing programs to DDA, Mortgage and Credit Card customer bases resulting in "best in peer group" rating by KPMG for Cal Fed Bank
- Executed 40+ marketing campaigns annually, driving individual and corporate goals, meeting or exceeding budget 19 years consecutively with Cal Fed Bank and Standard Federal Savings Bank
Areas of Expertise
- Creative leadership
- Multi-product financial services sales
- Product development/enhancement
- Aggressive revenue growth
- Marketing and Sales support
- Innovative marketing systems
- Best-in-Class team building
- Emerging Distribution Channels
- Direct response insurance
- Relationship building/Mgt.
- Product competitive analysis
- Contract negotiations/Vendor Mgt.
- Internal realignment
- Cross Selling/Customer Retention