•Responsible for leading, coaching, and developing a team of two operations managers and fourty-six client service associates supporting the private wealth advisors, private bankers, portfolio managers, and wealth trust advisors across eight states (OH, NY, KY, TN, NC, FL, MO, AR).•Collaborate closely with market leaders and partners within a matrix management structure to provide excellent client service while supporting our internal team for efficiency, accelerated growth, and improved client experience. •Instrumental in building a team and new service model centered around ubiquitous regional support while maintaining a local market feel and consistent experience.•Leverage the client service team across the region to provide sales support to the private wealth advisors, private bankers, and wealth trust advisors while maintaining the compliance support for the portfolio managers in the Reg 9 requirements and other regulatory elements.•Built a team of regionally positioned AUM account opening specialists to provide an enhanced client experience through the complexity of account opening and required documentation servicing various account types: (agency, revocable trust, irrevocable trust, estate, and other fiduciary capacities).•My role was eliminated as part of the business line restructuring.

•Responsible for the transitioning and onboarding of the wealth team of bankers, advisors, portfolio managers, and wealth trust advisors from Community Wealth to Private Wealth Management across seven states (ND, SD, IA, NE, KY, TN, NC).•Executed and managed the system access changes and client coding to ensure reflection of Private Wealth Management status thereby driving client benefits and portfolio alignment.•Created regional efficiencies by leveraging technology through shared drives, Microsoft team sites, SharePoint, and Salesforce reporting.•Moved to the East Region as part of the business line consolidation and corporate realignment effort.

•Lead, coached, and developed a team of nine Wealth Bankers across a three-state region (OH, KY, IN).•Lead with financial planning and embraced MoneyGuidePro financial planning software to provide wealth solutions while enhancing the wealth client experience.•Responsible for maintaining sales revenue, operations, satisfactory audits, and compliance with regulatory elements.•Moved into Private Wealth Management as Community Wealth was collapsed into the Wealth Management Investment Services Group.

• Provided operational support, coaching, and guidance at a national level for the Ascent Private Capital Management ($75MM+) and Private Wealth Management ($3MM-$75MM) business lines.• Thorough knowledge of banking and credit procedures and products.• Called upon by various business line managers, risk management, and legal as a subject matter expert.• Solid understanding of Banking, Treasury Management, Trust, and Investment products and services.• Created a centralized contact portal in SharePoint to engage the Banking Operations team for issue escalation and support. This streamlined over 2,800 requests (annualized) from the front line.• Developed Nintex workflows which automated the approval and processing functions for 4 key portfolio elements and over 5,500 front line requests.

•Responsible for the profit & loss statement for a Retail Banking Center with a $20MM deposit base, and seven employees.•Held Series 6, 63, and Life Insurance licenses. Personal production was over $1MM in investment sales annually with national sales recognition and awards.•Consistently met annual sales goals for lending, deposits, business banking, investments, and credit cards.•Achieved satisfactory branch operation audits through the coaching and development of the platform and teller team.•Coached and developed the branch licensed platform banker to also achieve over $1MM in investment sales and qualify for national recognition and awards.•Familiar with investment objective, suitability, and ACAT processes.