• Develops relationships with business leaders within local communities• Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy, and client development

Licensed Regional Manager responsible for leading the success of Wells Fargo’s Affluent Customer Strategy. This includes having strong regional relationships with Branch Banking, Wealth Investment Management, the Private Bank, Home Lending, Insurance, and Business Banking. Lead the recruiting/ hiring process, development of, coaching, and leadership of Private Bankers and Financial Advisors. Work to ensure my Private Bankers and Financial Advisors grow Wells Fargo's high net worth relationships while delivering an outstanding client experience. Role responsibilities include: strategic business planning, recruiting, analytical analysis, sales management, coaching, project management, staffing logistics, and utilization of customer relationship management (CRM) tools.• Recruit, onboard, and coach a team of 40 Premier Bankers (Retail Bank Private Bankers) and 40 Financial Advisors across greater Central Florida.• Responsible for driving the success of Wells Fargo’s Affluent Customer Strategy, defined as attaining enterprise asset growth, referral, revenue, cross-sell, and customer satisfaction goals.• Build the skill and financial acumen of Private Bankers and Financial Advisors to increase revenue, improve profitability, provide high-quality customer service, and deepen affluent client relationships.• Set and implement line of business affluent strategy and partner with Region Bank Presidents, District Managers, and Wealth leadership to maintain focus on the Affluent Customer Segment.• Facilitate partnerships across multiple business lines including Wealth Management, Life/Health Insurance, Business Banking, Private Banking, Home Mortgage, Merchant Services, and other key business partners.

 Manage 11 retail branches in 2 counties Responsible for the management of multiple Wells Fargo bank locations that provide products and services to its customers while meeting the profitability goals and objectives of Wells Fargo Bank.  Develops and implements an effective sales and business strategy as well as maintains security controls. Works with staff to develop and implement individual goals and objectives against established goals and standards for improving the competitive position of the district. Manages the relationship with various partner business entities to ensure cross-sales. Serves as the sales leader for store managers and provides sales training.  Responsible for managing service quality to ensure ongoing customer satisfaction.  Received 2015 National Star Performer award.

 Manage retail outside household acquisition strategy for the community bank. Increased market share and household growth of region by developing and executing an in-store banker champion program along with an effective sales strategy to acquire new companies and deepen and expand existing relationships. Develop and maintain strong partnerships across all lines of business including Community Banking, Business Banking, RCBO, Government, Treasury Services, Insurance, Home Mortgage, and Retirement Services with a One Wells Fargo approach to earning 100% of the business. 2013 Ranked #1 RM in Florida (WF@W acts / HH growth)

- Manages retail sales and service functions: Trains and coaches a successful sales team through the development of staff as a competitive advantage- Increased market share and profitability of store by developing and executing sound sales acquisition and customer retention plans- Received 2011 National Star Performer award.- Received 2009 National Star Performer award.- Received 2008 National Star Performer award.- 2007 District Employee of the Year- 2007 Branch of the Year

Directly managed a team of 30 employees to achieve individual and company revenue goalsResponsible for generating $20+ million of revenue annually