Financial services professional with experience leading organizations through growth and organizational change creating, top and bottom line growth, and strategic partnerships across institutions and regulatory regimes. Special emphasis on new business development, efficient delivery of investment and fiduciary services, mergers and acquisition across platforms,. Experienced at coaching through change in organizations both new and long established, I am goal oriented, a strategic thinker, and team leader.• Evaluate organizations to create action plans for growth and profit • Implement sales tracking and CRM systems• Change management involving trust, brokerage, insurance, and RIA• Manage and motivate sales teams• Coach individual sales performance in wealth management and commercial banking• Develop sales and marketing strategy (account and market segment) • Value business lines and perform strategic analysis on both buy and sell sides• Perform and evaluate industry standard metrics and benchmarks