OVERVIEW:My focus in this role is to consult with clients (banks, credit unions, and financial services firms) in order to provide expertise and support for their key issues. Leveraging an extensive background in the field, I am able to create and recommend value-driven solutions to assist them with immediate and long-term goals.

OVERVIEW:I oversaw all aspects of a nationwide consulting firm that specialized in strategies and solutions for the financial services industry. In this position, I designed and delivered programs for client companies to improve sales management and business development expertise and performance. I interacted directly with clients’ principals and decision-makers to promote the benefits of Beacon’s offerings and set up presentations as well as program implementations. Creating programs to address the skills of both managers and team members, I emphasized management coaching and leadership effectiveness.HIGHLIGHTS:★ Designed and launched SalesCoach, a needs-based sales program with multiple modules, including “Uncovering Customer Needs,” “Increasing Cross-Selling Skills,” “Improving Retention,” and “Differentiating Your Organization from the Competition.” Implemented program within numerous financial services and banking organizations throughout the country.★ Built a strong, extensive portfolio of fully satisfied clients, including a broad range of banking and financial services organizations nationwide.

TESTIMONIALS:★ “Thank you so very much for the wonderful job you did with our Office Managers & BDOs. Your style and manner were very favorably received by our group and the information you shared with us was very, very useful. You made our group feel that they can succeed in this important initiative and cultural shift. You empowered us all…I couldn’t be more pleased with the workshop results. You were absolutely perfect for us.” – Group Vice President, Georgia Bank and Trust★ “We wanted to further incorporate our ‘People Doing Business with People’ philosophy into our sales culture…we immediately saw the value in expediting that goal with SalesCoach…compared to the same three month period the year before SalesCoach, net DDA increased more than four times…with SalesCoach, I believe we’re well ahead of our competition.” – VP, Sales and Service, Premier West★ “We had to convince the staff that they needed to get into the cross-selling world, and Beacon’s SalesCoach helped deliver the goods…it has helped…save time, make money, and add value to the service we offer…We’ve had a lot of success with SalesCoach.” – SVP of Operations, Milford Federal S&L(An Addendum with all testimonials from satisfied clients is available for review)

OVERVIEW:I managed all aspects of BankBoston’s branch network comprised of 480 offices and $23B in deposits, as well as the Consumer Lending and Mortgage businesses with $11B in assets.HIGHLIGHTS:★ Directed all transition and integration efforts for BankBoston’s Retail Banking, Consumer Lending, and Mortgage divisions during merger that affected more than 4,000 employees.★ Improved pretax income by 12% through increasing customer acquisition and retention, product penetration, and fee income while concurrently controlling expenses.★ Led bank to receive outstanding Community Reinvestment Act (CRA) rating from federal government regulators for compliance with CRA directives.PRIOR EXPERIENCE:Executive Director / COO – BayBank, N.A.OVERVIEW:I oversaw the branch network, the 24-hour telephone banking center, and multiple functional areas (Marketing, Distribution, Sales Support, Performance Measurement, Retail Operations, Customer Relations.) As COO, I managed retail banking and commercial lending for a BayBank affiliate.HIGHLIGHTS:★ Implemented a series of innovative programs within Retail Banking that included Mutual Funds (via branch and telephone banking channels) and Supermarket Banking in N.E. region. Additionally instituted Credit Scoring within Small Business to improve decisions and turnaround times while lowering costs.★ Improved market share, account penetration/retention, and profitability on an annual basis; increased profits through client acquisition, account penetration, high quality of loans, and higher yields.★ Integrated new staffing model to improve customer service at lower costs; created new branch and telephone banking positions to improve service quality.★ Played key role in the bank’s recognition as the premier bank for Small Business within its market by the Small Business Administration through multiple innovative solutions.