Maria Bronzi Email & Phone Number

Purchase, Ny

Provide support, training, education and accountability to the partners of our accounting firm alliances as they integrate wealth services into their practice. Demonstrate strong leadership and provide clear vision of the firm’s wealth services initiative. Using the AltiumAlliance® proprietary process and tools, in conjunction with or on behalf of our accountant alliances, responsible for implementing the following: - Individualized marketing, client identification, and lead generation campaigns- Customized tactical business plans- Setting goals and accountability metrics- Consulting, education and coaching around the initiative

Greater New York City Area

White Plains Ny

Responsible for maintaining and building a lending and deposit portfolio of businesses who achieve sales of up to $20 million. Work with the owners of these businesses to strategically restructure debt, improve cash flow and increase their value, while enhancing their image in their respective communities.

Westchester/Lower Fairfield

Responsible for the Retail Branch Network in Westchester and Lower Fairfield Counties. Add new deposit households and lending relationships through coaching, training and mentoring employees. Contribute to the Market in a meaningful way through volunteer opportunities and community leadership opportunities.

• Owned and operated retail franchise of Franklin First Financial.• Created sales plan, marketing strategy and financial budget• Hired, coached and developed loan officers. Taught Loan officers how to present programs with highest level of efficiency and probability of gaining commitment from borrowers.• Worked as a liaison with Corporate Offices to insure laws, program guidelines and regulations were adhered to at all times• Negotiated Real Estate lease contracts, office equipment leases and furniture purchase deals.• Underwrote, Processed and packaged loans to correspondent lenders, wholesale lenders and directly with Franklin First Corporate offices• Contacted borrowers to ensure understanding of mortgage programs, closing costs and options• High level of customer satisfaction, referrals and return business in a short 18 month period.

• Led Regional Managers to coach and motivate their teams to deliver outstanding customer service and professional financial planning. The Team was trained to be committed to employee development, high performance, Diversity and exceeding customer expectations. Led Regional Diversity task force. Developed training programs and hiring practices which established standards that were adopted throughout the bank.Partnered with a team of Department Heads including Brokerage, Trust Services, Capital Markets, Underwriting, Wealth Management, Treasury Services, Retail Banking and the Small Business Administration to increase portfolio profitability.Successfully managed teams of up to 1000 employees to achieve double-digit growth in 5 KPIs. Proactively developed and mentored Vice-Presidents, sales and client service support employees.Co-facilitated the model for “Wachovia Listens” meetings, an employee engagement program. This initiative improved job satisfaction, employee morale, and operating efficiency.Member of the Executive Level Diversity Council. Trained peers and staff about the business rationale for improving Diversity.Instrumental in creating and implementing the “Leadership Competencies” program that became the corporate performance management model.

Retail Banking Director responsible for a branch network that consisted of 120 offices in the Tampa/St Petersburg FL area.

• Led a team of 13 Regional Leaders with a deposit base consisting of 2.3 billion dollars in core deposits and 1.5 billion dollars in consumer and small business loans. • Achieved outstanding business results and was asked to transfer to a lower producing region to improve their core deposit, checking, loan, and revenue growth as well as increase PBIE . Asked to focus on the upgrade of talent using my proven leadership skills.

Education record

Executive Leadership For Women, Executive Leadership

Liberal Arts

Education record