Chad Knight Email and Phone Number

Responsible for Growth and Development of our Credit Union Footprint in the State of Michigan.

Provided leadership, insight and mentoring to newly hired employees tosupply knowledge of various company programs.Held regular one-on-one meetings with employees to review performanceand priorities and provide feedback.Accomplished financial objectives by forecasting requirements, schedulingexpenditures and preparing annual budgets.Created training modules and documentation to train staff.Ensured compliance with all applicable laws, regulations, industrystandards.Collaborated with other departments to ensure timely completion ofprojects within budget constraints.Maintained up-to-date records of employee attendance, payrollinformation, vacation requests.Monitored budgets and expenditures to ensure cost-effectiveness whilemaintaining quality standards.Established processes to ensure efficient workflow throughout theorganization.

Developed and significantly grew assigned territory 41% within first year.Gained market share in new sales performance through aggressive teamtraining.Reviewed operational records and reports to project sales and determineprofitability.Used change methodologies to increase sales and led projects for increased productivity.Mentored and internally promoted successful company sales and accountmanagement staff into leadership positions to drive company growth.Improved profit margins by effectively managing expenses, budget andoverhead, increasing closings and optimizing product turns.

Directed operations staff by providing guidance, training, and support inorder to meet company objectives.Performed cost analysis for various projects to determine budgetrequirements.Established effective relationships with vendors to negotiate pricing andsecure materials needed for production.Led cross-functional teams in problem-solving activities related to processimprovements or new product launches.Implemented innovative strategies that reduced operating costs whilemaintaining high levels of customer satisfaction.Managed staffing needs through recruitment, selection, onboarding andtraining, disciplinary action as necessary.Collaborated with management team on long-term strategic planninginitiatives for the organization.Directed day-to-day operations by spearheading implementation ofshort-term and long-term strategies to achieve business plan andprofitability goals.

Provided leadership support for staff members in order to develop theirskillsets and capabilities.Reviewed monthly financial statements from each department in order toensure accuracy.Developed key performance indicators used by the organization'sexecutive team.Led organizational change initiatives designed to improve operationaleffectiveness.Created strategies that improved customer service levels while reducingcosts.Generated and implemented business strategies to increase revenue whileexecuting operational base development.Created business process flows to identify opportunities for improvement.Integrated marketing and sales strategies with business development andoperational leadership plans.Facilitated new business opportunities and promoted current marketingprojects through print, broadcast and B2B outlets.

Developed and maintained relationships with high net worth clients toensure satisfaction of their financial needs.Provided advice on investment strategies, portfolio management, estateplanning, risk management, and asset allocation.Conducted detailed analysis of client portfolios to identify opportunitiesfor improvement.Analyzed current market trends and suggested potential investmentsaccordingly.Collaborated with other team members to develop customized solutionsfor clients' wealth management needs.Managed client accounts by monitoring performance of investments andrecommending adjustments as needed.Prepared presentations and reports outlining progress towards financialgoals.Maintained records of customer interactions using a customer relationshipmanagement system.Compiled weekly, monthly, quarterly reports summarizing theperformance of client assets under management.