Oversee operations, lending and business applications for SVB Private Bank.Set vision and build key capabilities to drive excellence and innovation for core business, technology, operations and lending functions, supporting YOY profitable growth of 25-30%, and recognized as a top performing business unit for the private bank.Identify opportunities to achieve desired future state and effectively serve customers and stakeholders by refining/redesigning process’ and technology utilization.Achieve operational excellence and promote teamwork while driving results for clients and internal stakeholders reflected by strong Net Promoter Score (NPS) and top employee engagement results for areas measured for happiness, retention, and inclusion.Develop and promote a culture focused on innovation and aligned with company objectives and long-term strategic plans by supporting and rewarding individual development and team goals that align with corporate objectives.Define and maintain quality assurance as first line of defense for key controls and effective risk management and alignment of compliance and interaction with internal audit and regulators.

Directed Sales, Operations and Business Applications teams and processes supporting production for 11 branches. Recruited, trained, and coached Branch Managers and Advisors to meet branch performance objectives. Developed curriculum and training for Personal Financial Advisors using proprietary financial planning software. Redesigned process flow, reducing processing time by 50% and increasing productivity by 46%. Increased market share and revenue YOY by effectively promoting the Opes brand, ensuring client satisfaction, and meeting loan volume goals.

Assist clients with financial strategies and investments to support their goals and objectives.

Purchase and refurbish 1-4 unit properties

Directed Sales and Operations for a $7.4 Billion dollar business for Wells Fargo Wholesale Lending. Effectively administered staff of 125+ consisting of sales and operations for Bay Area and Monterey regions. Successfully executed a business strategy to expand production and consistently scored in the top 2% for production, compliance, quality control and customer satisfaction.

Orchestrated the creation and development of the Mortgage business; hiring the management team and staff, building systems, developing, and implementing training, designing, pricing product, and launching products with effective marketing strategies. Created and executed the mortgage lending business strategy for this organization resulting in growth of over $680 million or 800%.