I am honored to advocate for 360 Financial and pleased to have joined the 360 Team as the Director of Strategy and Leadership. As a 360 client, I have experienced the LifeWealth plan that contributes to navigating through my impactful financial events. I believe in the 360 Core values of confidence, going above and beyond, positivity, problem-solving, and community impact. The 360 LifeWealth processes are grounded in the unique qualities of:• Family, Occupation, Recreation, and Money• Where everyone knows your name• 200+ years of disciplined investment experienceI am an executive who drives growth and profitability while remaining focused on delivering value to the customer. I have served in roles from President to Managing Director with large regional and national banks. Because of my experience and extensive network across broad industries, I connect businesses and build partnerships that drive performance and growth. I am known for generating and implementing unique ideas and initiatives that add value to consumers, the company, and shareholders. I take initiatives from idea generation to delivered outcomes through effective project management, talent alignment, and a goal-based reward and recognition framework. Whether creating new business channels, developing partnerships, or designing new products, I identify the potential benefits to multiple constituents, manage implementation, negotiate contracts and execute key deliverables. As a leader I drive the vision by seeking input from key stakeholders and translating this into forward driven business objectives. I identify talent, mentor and champion success, and provide growth opportunities. I ensure team ownership through transparent communication and aligning business goals with performance-based reward systems. Moving forward I can contribute and add value to organizations through my experience in multiple financial services executive roles. The next role may involve advising and consultation, connecting businesses, real estate development and optimization, or niche business with portfolio growth opportunities.