Served on team to redesign client onboarding process including marketing, compliance, technical implementation, and training to reduce client touchpoints by 50% and create operational alignmentAligned project management and technical engineering teams to decrease cycle time for client onboardingInitiated and implemented suite of reporting, in conjunction with finance team, to provide detailed insight into backlog, saving 5 days of analysis for finance and operations teams Developed and implemented new system to identify project depth and projected cycle time to better forecast revenue and headcount for project management and technical engineering team

Designed retail banking strategy, including marketing deployment, financial impact, and growth projections for community financial institutions resulting in record setting marketing sales Served on culture committee focused on human resource, strategy and cultural impacts for organization to maintain position as Top 10 Place to Work in Austin with ABJProvided feedback and partnered with new sales team to improve sales and modeling tools to more effectively position Kasasa strategy resulting in highest value of new deals within the companyCollaborated with Regional Directors to thoroughly understand financial institution’s current financial, regulatory, and human resource constraints; ensured correct strategy is developed and appropriate internal tools deployed to ensure projected financial resultsMentored new hires and Client Development Team members to develop greater conversion rate at top of sales funnelDesigned and delivered training to sales team focused on women decision makers

Develop, execute, and monitor strategic plan and initiatives designed to grow the private wealth management business across multiple revenue streams. Provide project management for cross functional teams. Design, develop, and implement new products and solutions designed to meet high net worth customer needs. Strategic market and sales analysis. Incentive plan design and modeling.

Forecast and budget across multiple revenue and expense streams in a matrixed environment. Provide monthly, quarterly, and annual reports for line of business. Specialize in financial strategy and modeling. Implement change management for executives in new reporting environment.

I provide analysis, reporting, and support to Executive, Regional, and Market level management. I also prepare presentations for executive management of the bank.

I provided customer and operational support for ultra high net worth clients. I also worked with Relationship Managers in determining the needs of the clients.