Consistently recognized as one of the top sales leaders in Northern California for Chase and recently selected as 1 of 31 leaders of over 5,000 nationally to launch our new Multi-Site Full Service Management Pilot program in 2021. • Advising national team on integrating remote sales management and digital innovation while expanding the team to attain increased client contact rates and deepening of sales results.• Serving on the Chase Bay Area Regional Leadership Council for the past 5 years providing sales and customer experience direction and support to Market Directors and Branch Managers within the California/Oregon Border to Silicon Valley geography. • Partnering directly with Chase’s Technology, Operational Controls, Wealth Management, Business Banking, and Lending Leadership teams to fulfill all client needs. • Leading and Directing Branch Managers, Private Bankers, Relationship Bankers, Lead Operation Associates, and Associates. Sales and Customer Experience Strategy and Implementation • Develop and implement presentations with target audience of all 420 Licensed and Associate bankers for Chase in Northern California.• Trains sales staff to identify opportunities and discover prospects via Salesforce.• Coach Sales Managers to build a culture of ongoing development by listening and deepening product/service knowledge to share with direct reports. • For Fiscal Year 2021, sales strategies lead to top tier national ranking in lending production, digital innovation results, and credit sales production.• Experience results were top of class with 97% of surveyed clients reporting fully satisfied service. • Customer experience implementation strategies across the Bay Area led to highest survey scores recorded across 157 locations in the region.• Serve as primary mentor in Marin and Sonoma Counties to all new members of our Operational Leadership teams including Branch Managers and Lead Operational Associates

Operations Management• Developed branches into operationally sound businesses. • Nominated for new internal operations “Regional Controls Champion” focused on improving overall policies & procedures. Implemented operational processes to improve region wide compliance of all prescribed behaviors.Compliance & Risk Management• Ensure that all employees and leaders are fully trained in all regulatory requirements including FINRA regulations, Bank Secrecy Act, FDIC requirements, Fair Lending, and Federal Reserve compliance• Participate in internal audits of other branches to • Review high risk transactions and lending needs to reduce risk by assessing the potential for loss • Leveraged internal monthly controls checklist with staff members to maintain the highest capacity in operations, with no losses incurred due to policy violations

Oversaw all aspects of sales development, hiring and training for a rapidly growing start-up mortgage company. Lead company in exponential company growth from 2004 to 2007 resulting in 2nd place ranking per Inc. 500 for fastest growing financial services companies nationwide in 2007.Team Building, Business Development & Leadership• Recruited, hired, and trained a staff of over 100 loan officers• Created and implemented top-level sales strategy for inside sales and outside sales teams• Developed all training materials to demonstrate the life cycle of each sales prospect to Sales Managers • Analyzed each loan officer’s conversion ratio to observe interactions and provide feedback to improve • Determined geographies for advertisement budgets as company continued to expand • Partnered with HR Business Partner to introduce wellness programs and additional benefits • Review compensation model to ensure competitiveness and continued incentive to drive results