- Proven leader in financial services management and corporate/international banking over 25 plus years, within Fortune 100 financial services companies and major regional banks. Senior manager and team leader with consistent record of achievement. Senior vice president level in banking, city office commercial lender with responsibilities for the textiles companies, a key industry in North Carolina. Extensive international banking background (trade finance, correspondent banking, reverse-investment lending). - Talent manager – Recruited, developed and retained a high-performance workforce to attain high levels of business results and outstanding bench strength. Managed a regional production office of high-performing financial advisors and wealth managers for a four-state region.- Improved corporate governance for numerous boards and executive levels at firms; held organizations to high standards and in compliance with regulatory mandates.- Effective people skills – strong networking and interpersonal skills to achieve consensus-driven team goals and objectives. Great believer in collaborative approach to teamwork.- Optimistic – Exudes and inspires high performance goal achievement through challenges through a positive, yet realistic, approach to task. Brings out the best in teammates, peers and subordinates.- Execution – Consistently translated goals into goal attainment, combining urgency and a bias for action with appropriate levels of strategic and tactical planning.Specialties: Regional Office management, Client-first service model, Managing Principal, Executive Coaching, Life Purpose Coaching, International Banking, Charter School management, Corporate lending, Wealth management, Financial Planning, Jungian depth psychology, Life mentoring, Cultural exchange, Career transitions, life financial transitions, Credit administration, Risk mitigation, NFP board leadership, Community leadership, private consulting
Listed skills include Finra Series 6, Chartered Life Underwriter, Certified Life Purpose Coach, Individual Life, and 31 others.