Leonard B. Email & Phone Number

Solana Beach, California, United States

Manage and sustain profitable growth of a banking office with over $100MM in footings. Provide exemplary level of service, identifying and promoting solutions to high net-worth clients to create a sustainable competitive advantage in the marketplace. Build relationships with clients that may include various internal business partners across all buisness.

937 Lomas Santa Fe, Solana Beach Ca

Personal and Business Banking - Commerical Lending

Riverside, CA

• Managed a portfolio of clients in the Inland Empire and Orange County
• Responsible for the overall growth and operations and sales of the office.
• Responsible for business developmento Manage a portfolio of over 100 Business clients with a net worth in excess of $50,000,0000.00 o 2011 made AFC’s Eagle club by excelling in all sales goal while maintaining sound.

Del Mar CA

Responsible for the overall operations and sales of the office. Responsible for business development and increase in deposit growtho Increase deposits from 54 million to 103 million o Increased branch ranking to Number #1 overallo Improved customer service scores to # 1 ranked branch in customer service.

Fullerton, CA

• Director of Lending Mortgage Department – responsible for the sales and marketing of the credit unions mortgage loan products
• Execute effective mortgage marketing plans to meet and exceed agreed upon mortgage production goals.
• I managed one processor, and one servicer.
• Originated loans for the credit union by providing mortgage clients sound mortgage advice based on a full understanding of client needs as wells as the Credit Union’s products and their benefits (profiling)
• Consistently execute on the credit union’s referral process by introducing mortgage clients to other bank services for cross-sell opportunities.
• Responsible, as the director of Lending, to coach and mentor the mortgage department and provide training to all the credit union employees regarding products and services.

San Diego, CA

• This office was the largest office in San Diego with 83 million on deposit. The office was also #1 in transaction volumes. Transitioned the branch and the region from an S&L to a commercial bank. Supervise a staff of 15.
• Create excel sales tracking system for the region.
• Worked on business plan for the region consisting of daily, weekly, and monthly sales/ops meetings.
• Created an appeals process for the region.
• Obtained SEC Series 6, 63 and Life Agent licenses.

Fallbrook Office And Encinitas Office

• Scope of responsibility included overseeing all phases of branch sales and operations.
• Developed, implemented, and executed effective sales plans and strategies to attain assigned goals. o Lead the Fallbrook team to be in the top 10% ranking in San Diego County. From 34th to 4th in San Diego County.o.

Fallbrook, CA

Developed and planned sales strategies; implemented sound sales techniques. Monitored weekly, monthly, and annual sales progress to achieve established goals. o Ranked in the top 2% in the bank SBA loans. o Rank #1 in the North county region in cross-selling and Investment referrals. o Ranked # 1 in the region for Mortgage loans.

Education record

Education record

Bachelor Of Arts - Ba, Bachelor Of Arts - Major: Political Science / Minor: Economics

Series 6/63 Life and Health License, CA Wells Fargo University, 12-week training and development program for officers. A full week was.