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Business partner with extensive experience driving sales and business growth through coaching, training, and staff development. Adept at leading large regions to meet and exceed multibillion dollar production targets while propelling continuous performance improvement. Strong strategic skills with the proven ability to increase profitability through sales transformation. Mentor and change agent who excels at building consensus and facilitating transitions. Proven ability to increase product knowledge and orchestrate large-scale training initiatives

Lean Six Sigma • Sales Strategy • Leadership Development • Coaching & Mentorship • Profitability Performance Management • 360 Feedback • Team Leadership • Profit & Loss Management Staff Training & Development • Needs Assessment • Product Knowledge Development Business Analysis • Strategic & Tactical Planning • Organizational Design, Development & Change

Work experience


VP / Branch Manager

PNC Bank

Lead daily sales and operations for Monmouth County’s largest branch by market share, with $179M in assets under management and 14 employees. Maintain adherence to corporate policies and standard operating procedures to minimize exposure and maximize service levels and performance. Analyze and manage P&L to identify trends and opportunities for growth and improvement. Conduct performance evaluations and training. Develop business and employee growth plans.

·Grew the branch from 25th of 26 in 2005 with 1.56% growth to 4th with 13.09% growth in 2007.

·Increased business deposits by $1.2M, consumer and business lending by $2M, and consumer deposits by $8M in 2008.

·More than doubled the home equity applications target to generate $6.3M in a single month.

·Named top branch in investment growth at 17.5%, valued at $405M.

Improved P&L 15.9% in 2006 and 8.7% in 2007 with the introduction of a new account review and analysis protocol that revitalized or eliminated inactive accounts

Sales Coach

JP Morgan Chase

Drove sales results for 32 retail banking branches spanning all of New Jersey and part of New York, working closely with 3 District Managers to optimize sales campaigns and techniques. Developed performance strategies, tactics, and expectations to guide ongoing sales growth. Partnered with stakeholders to identify training needs and implanted appropriate solutions for frontline associates. Analyzed sales and financial reports. Conducted product knowledge training. Maintained records of licensed employees and tracked continuing education. Led weekly sales conferences.

·Designed, developed and rolled out region-wide the “Introduction To P&L” workshop resulting rating top-tier in sales.

Increased end-user system use 62% by reviewing, analyzing, testing and implementing changes resulting in single point of contact information

·Raised sales 127% YOY and investments 183% YOY for 32 branches with a $2.7B deposit base.

·Achieved 104% of deposit balance and 102% of credit sales goals, with 127%YOY credit growth.

·Grew net new brokerage customers 15% and reached 103% of goal in small business credit sales.

·Overcame deep-seated resistance to coaching among tenured Branch Managers.

·Propelled the District Cross-Sell Ratio to #1 in the New York Metro Region and won the Most Improved Cross-Sell Award.

·Handpicked to attend the University of Virginia’s Graduate School of Retail Banking.

·Named Top Sales Integration Leader.

Jul 1989Aug 2000

Vice President / Branch Manager

JP Morgan Chase

Supervised 30+ staff at 3 multimillion dollar branches with aggressive sales goals. Charged with leading cultural transformation to empower sales and relationship management personnel through training and coaching applying Adult Learning methodologies. Increased accountability and personal initiative.

·Named 2000 Sales Leader for driving the highest percentage over sales and P&L targets in a Level 1 branch.

Recognized by the District Manager as a leader in cultivating a results-oriented sales culture


Graduate School of Retail Banking

Program to foster an understandng of all levels of the banking industry from risk management and operations to Sorbannes Oxley.


Bachelor of Science


Project Managment Certification


Skills Coaching


Train the Trainer


Coaching for Results


Series 6 & 63 licenses (inactive)


Lean Six Sigma White Belt