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Greg Winkler is a Business Development Executive at Carr, Riggs & Ingram, CPAs and Advisors. He possess expertise in leadership, sales management, underwriting, series 7, customer service and 10 more skills.
Carr, Riggs & Ingram, Cpas And Advisors
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Business Development ExecutiveCarr, Riggs & Ingram, Cpas And AdvisorsRaleigh, Nc, Us
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Commercial Banking Manager/ SvpPinnacle Financial Partners Sep 2019 - Jun 2024Raleigh-Durham, North Carolina AreaLead and manage:1) Triangle based Commercial Banking Team to cross sell current clients and rapidly grow new bankers, support staff and clients to Pinnacle.2) Regional Treasury Management Team to facilitate exceeding 20%+ annual revenue growth targets.3) Wealth bankers that grew double digit revenue annually through investment management and trust department referrals. 4) Banker Associates that assist bankers with documentation and are the primary contact point with client interactions. 5) Primary contact to represent Pinnacle in the Greater Raleigh Community whereby interacting with government, academic, non-profit and all other for-profit businesses. Significantly increased our brand recognition and market share over my tenure. -
Market President/Regional Business Banking Manager/Svp-Eastern NcWells Fargo Apr 2011 - Aug 2019Raleigh, Nc•Lead a staff of 120 team members; provide strategic direction and collaborate with Business Banking Managers and other Line of Business Managers to set performance goals and tracking metrics.• Served as Market President/Raleigh (2011 – 2016); serve as a member of the Wells Fargo foundation contributions committee and on 7 non-profit Boards. • Reduced turnover from 27% in 2011 to 10% in 2013, since that period, not exceeded 15%. Established clearly defined goals, metrics and expectations across all job families.• Lead Eastern Business Banking Group in Quarterly Customer Contact percentage (2016 – Present); led the Carolinas with 18%-23% loan referral production from our Retail team (2013 – 2015). -
Division Manager - Northern Ca Business Banking/SvpWells Fargo Apr 2006 - Nov 2009• Recruited to the Northern California market to lead change management efforts and integrate the bank culture from the acquiring bank, Norwest Bank. Role included assessing the quantity and quality of the team, current team of 150, set up activity standards and required goals for each team. • Led integration of 2 business bank acquisitions ($3B Placer Sierra Bank & $7B Greater Bay Bank) from 2007 – 2008; retained 83% of team members and 97% of customers following conversion. • Led the only Business Banking Division ranked as #1 in 2 of 3 Customer Experience survey categories in California.• 2008 Performance: increased total loan commitment production 34%, loan balances 8%, total deposit balances 37% and non-Interest Income 296%, Net Income was 131% of financial plan. • Originated a Retail/Business Banking Steering Committee to create strategies and tactics to increase teamwork between Retail Team Members with the Business Banking department for a seamless delivery of products and services to customers.• Collaborated with 20 business partners to cross sell additional products and services; partnered with 4 Retail Market Presidents to ensure achievement of their annual goals.• Represented Wells Fargo within the community, attending weekly events and serving on 2 community Boards. -
Regional Business Banking ManagerWells Fargo 2001 - Apr 2006• Led business banking activities in Northern Indiana markets; collaborated with 14 Community Bank Presidents and 25 business and agricultural bankers to achieve goals.• Loan portfolio totaled $770M, with agricultural lending and commercial real estate representing approximately 50% of the total portfolio; deposit portfolio totaled $650M.• Ranked #3 and #2 of 29 regions bank-wide in revenue growth for 2004 and 2003; total regional revenue growth grew annually by 13% to 15%, respectively. -
Previous Bank Roles Include: See Description BelowWells Fargo 1991 - 2001Regional Manager of Dealer Finance, Retail District Manager, Private Banker, Business Banker and Credit Analyst. -
Additional Relevant Experience: See Description BelowVarious Mar 1985 - Jan 19913 years of Public accounting and 3 years as CFO of an automotive dealership.
Greg Winkler Skills
Greg Winkler Education Details
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Masters Of Business Adminstration -
Accounting And Business/Management
Frequently Asked Questions about Greg Winkler
What company does Greg Winkler work for?
Greg Winkler works for Carr, Riggs & Ingram, Cpas And Advisors
What is Greg Winkler's role at the current company?
Greg Winkler's current role is Business Development Executive.
What is Greg Winkler's email address?
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What is Greg Winkler's direct phone number?
Greg Winkler's direct phone number is +121823*****
What schools did Greg Winkler attend?
Greg Winkler attended Taylor University, Indiana University Bloomington.
What skills is Greg Winkler known for?
Greg Winkler has skills like Leadership, Sales Management, Underwriting, Series 7, Customer Service, Investments, Finance, Strategic Planning, Consumer Lending, Marketing, Team Building, Insurance.
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Greg Winkler
Head Boys Soccer Coach At Charlotte High School Author: The Transformational Coach, Coaching A Season Of Significance, Welcome To Florida (Wtf)Punta Gorda, Fl2gmail.com, fsw.edu -
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Greg Winkler
Video Editor | Finishing Editor/Online Ae | Lead Assistant EditorLos Angeles Metropolitan Area3mail.chapman.edu, film-45.com, film-45.com
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