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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.

Work experience

Jan 2015Present


VP, Sales and Service Integration Manager:                     Small Business, Mortgage, Wealth

Buffalo, NY VP, Sales and Service Integration Manager: Small Business, Mortgage, Wealth Responsible for the enablement critical to service and sales force productivity of Small Business, Wealth Management and Mortgage. Ensure that all decisions reflect a relentless focus on customer centricity. Sales strategy, sales model design and optimization, sales force job design, capacity management and consumer planning to ensure a singular brand and culture aligns with organizational strategy. Manage the strategic oversight of all sales and service activities including lead management, contest design and consumer planning. Integrate product and marketing efforts and maximize sales opportunities through defining effective positioning and activities. Facilitate, coordinate and mobilize stakeholders necessary to integrate strategic objectives. Manage a robust and holistic customer onboarding strategy inclusive of all customer touch-points. Lead corporate cross sell programs that drive partnerships across all business lines. Own CRM user interface and functionality. Provide oversight to sales training programs to ensure they encompass necessary skills that enable employees to deliver sales skills effectively.

Jun 2014Jan 2015

VP, Small Business Partner Integration Manager
VP, Small Business Partner Integration Manager Develop new products, programs and partnerships for Retail Banking's Small Business segment. Lead the development and future evolution of the Small Business value proposition. Create approaches to evaluate and improve the speed and delivery of Small Business products and services. Lead contact for vendor relationships, maximizing relationship opportunities and managing stakeholder expectations. Manage the Small Business Client Experience team. Develop and implement standard metrics Small Business activity monitoring and evaluation and align incentive structure to business goals. Develop new hire on-boarding program Small Business Bankers and Leaders.
Aug 2012Jun 2014

AVP, Design and Development Consultant
Design and Development Consultant Assess development and learning needs and develop performance support solutions that are in alignment with organizational culture, business goals and positively impact business results. Design and evaluate strategic plans, processes, learning and performance solutions and impact on performance and organizational goals to measure effectiveness. Internal project lead on the development and implementation of business solutions in collaboration with SME's and business unit leaders. Provide consulting, coaching and support to business partners and management on various training and development-related projects, programs, performance needs or development plans. Assist in the development and management of departmental annual operating plan.
May 2010Jun 2012

Relationship Banker
Jun 2000May 2010

Delta Sonic Carwash Systems Inc

Regional Training and Sales Manager


B.S. Business Management

Houghton College


Strategic Planning
Program Development
Sales Process Design and Optimization
Network Planning
Strategic Partnerships
Instructional Design