Highly ambitious and strategic thought leader that implements vision into practical application. Adept at creating and executing prudent and holistic integration plans. Most recently, lead the evolution of the Small Business segment from a singular product-focused unit into holistic multi-channel relationship proposition that aligns all business units both internal and external. Success of the program increased retention of Small Business clients by 16% in the first year of practice. Due to this success, my responsibility was expanded to additionally manage the sales and service strategies of the Mortgage and Wealth segments.
- Amherst NY