• Establish the strategic direction of the company's information systems (IS); executes this strategy in collaboration with company leadership.• Ensures the integrity and reliability of computerized information systems, communication systems, and office systems including the security of data acquired and stored.• Facilitates preparation of project plans and proposals, outlining project objectives, IS requirements, and analytical and programming staffing requirements for proposed systems.• Collaborates with executive leadership to develop and meet company goals while supplying expertise and guidance on operations projects and systems.• Establishes, communicates, and implements operations-related policies, practices, standards, and security measures to ensure effective and consistent support and execution.

• Oversee the technology used to support all aspects of our business.• Develop and operationalize the Company’s information technology strategy.• Recommend short- and long-term IT goals and objectives to business leaders.• Effectively establish and manage the Company’s IT budget Seek and evaluate emerging technologies and educate business stakeholders on the potential for new technologies to deliver return on investment by enabling business innovation, efficiency, and competitive advantage.

• Develop and execute IT strategies aligned with organizational goals.• Lead and manage the IT department, including team development and performance management.• Manage the IT budget, resource allocation, and vendor relationships.• Oversee IT infrastructure, operations, and project management.• Ensure IT security, risk management, and compliance with regulations.• Evaluate and adopt emerging technologies to drive efficiency and productivity.• Communicate IT initiatives and updates to stakeholders, including executive leadership.• Foster collaboration, innovation, and effective communication within the organization.

Oversee 17 different locations across 7 counties. I execute technical and administrative tasks and maintain our computers and networking systems working to their maximum capacity with the greatest efficiency. Some of my additional daily tasks include: • Design procedures for the use of IT resources • Advise management with the goal of making the appropriate IT decisions and choices • Provide technical support to all employees • Design, plan and execute training on the use of systems and networks • Install and configure hardware equipment and software programs • Oversee, track and measure system and network performance. • Review and develop security-related contract documents • Work with other IT professionals to ensure upholding IT standards.

• Consulted with clients to understand their business objectives, technological requirements, and challenges, providing strategic advice on leveraging IT solutions to meet their goals.• Conducted comprehensive technology assessments and gap analyses to identify areas of improvement, resulting in enhanced efficiency, cost savings, and increased competitiveness.• Designed and implemented tailored technology solutions, including network infrastructure, systems integration, software applications, and cybersecurity measures, aligning with client needs and industry best practices.• Conducted risk assessments and developed strategies to mitigate cyber threats, implementing robust security measures and compliance frameworks to safeguard client data and systems.• Advised clients on emerging technologies and industry trends, identifying opportunities for digital transformation and innovation to gain a competitive advantage.• Provided end-user training and support, ensuring smooth system adoption and minimizing downtime during technology implementations.• Developed and maintained strong relationships with clients, earning their trust as a reliable technology advisor and fostering long-term partnerships.• Prepared and delivered comprehensive reports and presentations to clients and executive management, communicating project status, key findings, and recommendations.• Collaborated with vendors and third-party service providers to evaluate and select technology solutions, negotiate contracts, and manage vendor relationships.• Stayed updated with the latest advancements in technology, attending industry conferences, workshops, and training sessions to enhance expertise and maintain industry knowledge.

• Spearheaded the management and growth of a diverse portfolio of high-net-worth clients, consisting of individuals, families, and corporate entities.• Developed and implemented customized financial strategies tailored to clients' investment goals, risk tolerance, and liquidity requirements, resulting in a 20% increase in assets under management.• Advised clients on a wide range of financial products and services, including wealth management, investment banking, lending, and trust services, ensuring comprehensive solutions to meet their financial needs.• Collaborated with cross-functional teams, including investment analysts, risk managers, and legal professionals, to evaluate investment opportunities and assess potential risks.• Conducted thorough financial analysis and due diligence to identify investment opportunities aligned with clients' investment objectives, resulting in significant capital gains.• Built and nurtured strong relationships with key stakeholders, including regulators, industry professionals, and referral sources, fostering trust and enhancing the bank's reputation in the market.• Implemented effective client retention strategies, resulting in a 15% increase in client satisfaction scores and a 10% reduction in client attrition.

• Conducted in-depth credit analysis and risk assessment for corporate lending, ensuring prudent lending practices and minimizing credit risk exposure.• Negotiated complex financial transactions and terms with clients and counterparties, ensuring favorable outcomes and mutually beneficial agreements.• Presented investment proposals and financial reports to executive management and board members, providing strategic insights and actionable recommendations.• Fostered strategic partnerships with key institutional investors and asset management firms, facilitating access to co-investment opportunities and expanding the bank's network.• Managed and resolved complex client issues, demonstrating strong problem-solving skills and maintaining high client satisfaction levels.