Adam W. Email and Phone Number
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Adam Weisner, President & CEO of Sherman Portfolios, assumed leadership in 2023, embarking on a comprehensive business transformation, rebrand, and rebuild growing the firm to $1.5 billion in AUM/AUA (as of Oct 2024) in the first year. Sherman Portfolios is recognized for its pioneering tactical model offerings, including more than 50 Advance and Protect'™ portfolios, driven by patented research and cutting-edge strategies. SPL is committed to donating 51% of its net income to charities that promote the Gospel, reinforcing its dedication to transformative community impact.Previously, as President of a leading automotive components manufacturer, Adam tripled top-line revenue and quadrupled net income. He established key partnerships with industry giants like John Deere, Thor and Winnebago, boosting the company to a 25% net profit margin and elevating its global brand recognition.As Managing Director of a national fintech bank, Adam orchestrated the launch of 22 financial centers and two call centers, spearheading client service and sales for an award-winning online fintech brand that achieved $4 billion in deposits in its first year. Before this, he directed retail branch banking across the Los Angeles Metro area, a critical financial hub in the US.Adam and his wife Jennifer founded Kingdom Mindset Investing (KMI), a company that is building a vibrant community of businesses where the teachings of Jesus are lived out and celebrated, advancing the Gospel through action, with purpose beyond profit.
Supersprings
View- Website:
- superspringsinternational.com
- Employees:
- 46
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Chief Commercial Officer, Eos IntegratorSuperspringsCoeur D'Alene, Id, Us
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President & CeoSherman Portfolios Aug 2023 - PresentCoeur D'Alene, Idaho, UsRegistered Investment Advisor overseeing $1.5B+ in assets - AUM(433M) + AUA (1.1B) as of 10/2024. SPL was founded in 1999, and is the global leader in providing over 50 Advance and Protect™ tactical asset allocation portfolios, strategies, and patented research. We serve registered investment advisors, broker/dealers, hedge funds, and financial advisors, who then charge additional advisory fees, management fees or performance fees to their clients. Our TAMP allows for full automation of trading and billing for advisors looking to grow their business. -
Founder/OwnerKingdom Mindset Investing Jan 2024 - PresentAt Kingdom Mindset Investing (KMI) we are building a vibrant community of businesses where the teachings of Jesus are lived out and celebrated, advancing the Gospel through action, with purpose beyond profit. -
FounderKingdom Mindset Strategies Oct 2024 - PresentBusiness transformation consulting -
PresidentSupersprings International, Inc. Jun 2022 - Aug 2023Carpinteria, California, UsLed company to grow 3X in top line revenue, and 4X on net income in 5 years, all while maintaining zero debt and driving to a 25% net profit margin. Successfully navigated restructuring the company, winning key relationships and business with Fortune 100 and 500 companies like John Deere, Tiffin Motorhomes, Thor, Airstream, Winnebago, and BASF. Rolled out EOS, secured ISO 9000 certification, and built world class brand and marketing content in house that generated over 80 million impressions a year.
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Chief Commercial Officer / Eos IntegratorSupersprings International, Inc. Jul 2020 - Jun 2022Carpinteria, California, Us
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Chief Marketing OfficerSupersprings International, Inc. Jul 2019 - Jul 2020Carpinteria, California, Us
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Chief Sales OfficerSupersprings International, Inc. Feb 2019 - Jul 2019Carpinteria, California, Us
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Chief Operating OfficerSupersprings International, Inc. Aug 2018 - Feb 2019Carpinteria, California, Us
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Managing Director, Head Of Client ServicesMufg Oct 2016 - Jun 2018Chiyoda-Ku, Tokyo, JpLaunched national start-up digital bank PurePoint Financial (PPT) from zero to $1B in 30 days - and $4B+ in year one. PPT grew to $7B+ and 70K clients before US Bank acquired Union Bank. From zero clients to clients in all 50 states in the first two weeks of launch. Award-winning new brand and deposits. Leadership and oversight of all Client Services for PurePoint Financial. Leadership of digital channels for PurePoint and Union Bank. National Client Support Center / Call Center – Little Rock & St. Petersburg. Call center with 50+ agents and onsite management of third party vendor relationship. Opened 22 Financial Centers in Dallas, Houston, Miami, Tampa, Chicago, and New York. Created multi-channel Client Experience Survey Program – internally built and owned. Business Lead for overall project driving and managing strategy and execution of business requirements for enhancements and new releases. Award-winning build and launch including Retail Banker International - Best Service Innovation 2018 and FIS Top Ten Client Award for Innovation. -
Managing Director, Head Of Digital ChannelsMufg Nov 2017 - May 2018Chiyoda-Ku, Tokyo, JpLeadership of Online Banking, Online Account Opening, and Native Mobile Apps. 350K+ active OLB users within the Union Bank customer base. Developed digital roadmap to sunset legacy systems and create new OLB/OAO/App experience. Led team that designed wire frames and did UAT / UXT. Launched Face ID/Touch ID on native iOS and Android apps. Integrated legacy credit card platform into in-house OLB platform. Onboard and vetted vendors for design, development, and execution. Supported all channels including consumer, small business, wealth and investment OLB.
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Managing Director, Head Of Financial CentersMufg Jul 2015 - Oct 2016Chiyoda-Ku, Tokyo, JpWork stream Lead $120M+ project size, opening 22 physical financial centers, a call center, and launching a direct bank. Project leadership on national and online bank expansion initiative. Leadership of all sales & service development of financial centers and call center. Hired 50+ employees over 6 months, including Director, VP, and AVP levels – interviewed every employee in person across the country before hiring. Built entirely new behavioral interview process to hire a new type of service employee.
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Managing Director, Los Angeles MetroMufg Apr 2014 - Jun 2015Chiyoda-Ku, Tokyo, JpLeadership of 17 Union Bank branches in the Los Angeles Metro market. 150 FTE, 20 direct reports. #1 Region in the market for full year 2014, #2 in the bank. 2 High School branches, delivering on CRA initiative – first time in LAUSD. Total Deposits - $1.56B, Total Assets - $389M. Bank-wide project involvement (Coaching, Sales Process, Client Experience).
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Vice President, Regional Sales Strategy ManagerMufg Jul 2013 - Apr 2014Chiyoda-Ku, Tokyo, JpSales and integration strategy for 51 branches following SBB&T acquisition. Led post Customer Day 1 integration strategy for sales culture along central coast. Created division roundtables, uncovering and identifying key integration issues. Developed the iLoan campaign, generating highest loan app volumes for the year. 98% deposit retention in the Central Coast division through integration. Beat deal model core earnings by $10M+ in FY 2013.
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Managing Director, Greater Monterey BayMufg Aug 2013 - Jan 2014Chiyoda-Ku, Tokyo, JpOversight of 16 branches in the Greater Monterey Bay. 100+ FTE, 16 direct reports. Highest retention / growth of deposits post acquisition of any market. Ranked #1 in the division for FY 2013. Highest core earnings / revenue growth YOY in the division.
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Vice President, Branch ManagerMufg Sep 2009 - Jun 2013Chiyoda-Ku, Tokyo, JpUnion Bank Thousand Oaks / Westlake – consolidated SBB&T/UB branch. Deposits of $193M and $89M in loan outstandings. Raised over $110,000 in donations for AHA Heart Walks as Chairman. Recognized in Pacific Coast Business Times “Who’s Who In Banking & Finance”. 8-time Winner’s Circle/RER selection (2010-2013). Night of the Stars – Bank-wide Recognition Q1 2012.
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Retail Banking Manager / Mortgage Lending ManagerBank Of America Nov 2006 - Sep 2009Charlotte, Nc, Us -
Loan OfficerLendingtree Aug 2005 - Oct 2006Charlotte, Nc, Us
Adam W. Skills
Adam W. Education Details
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Pacific Coast Banking SchoolLeadership -
Uw Foster School Of BusinessExecutive Leadership Certificate
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American Bankers AssociationBanking
Frequently Asked Questions about Adam W.
What company does Adam W. work for?
Adam W. works for Supersprings
What is Adam W.'s role at the current company?
Adam W.'s current role is Chief Commercial Officer, Eos Integrator.
What is Adam W.'s email address?
Adam W.'s email address is ad****@****ail.com
What is Adam W.'s direct phone number?
Adam W.'s direct phone number is +181676*****
What schools did Adam W. attend?
Adam W. attended Pacific Coast Banking School, Uw Foster School Of Business, American Bankers Association.
What skills is Adam W. known for?
Adam W. has skills like Banking, Leadership, Management, Mortgage Lending, Credit, Consumer Lending, Mortgage Banking, Retail Banking, Small Business Lending, Strategy, Sales Management, Finance.
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