Patrick Greener Email & Phone Number

Fort Collins, Co, Us

Portland, Oregon, United States

In my role as Director of Operations at the Northwest Portland Area Indian Health Board, a $71M non-profit organization, I direct day to day operations for a non-profit with 126 staff to drive operational excellence across multiple dimensions. My responsibilities encompass the coordination of grant reporting, vetting and implementing HR and payroll systems, managing healthcare benefits, and leading the acquisition and design of new office facilities.Key Accomplishments:• HR and Payroll Enhancement: Managed and streamlined HR processes by deploying Rippling HRIS and Payroll Software, significantly improving operational efficiency.• Recruitment Boost: Introduced a new job application software that spiked job applications by over 400%, enhancing recruitment efforts.• HR Management: Effectively directed a two-person HR department, ensuring compliance with employment laws and effective personnel management.• Contract Oversight: Managed the review of up to 400 contracts annually, ensuring compliance and optimal terms for our operations.• IT Leadership: Led a four-person IT team, developing and executing strategic technology solutions to support the organization's operations.• Grant Management: Authored, managed, and reviewed over $70M in grant applications annually, leading a four-person Grants Management team to oversee the administration and financial management of these projects.• Compensation Strategy: Collaborated with leadership to implement a structured pay scale, optimizing compensation frameworks organization-wide.• Retirement Plan Management: Reviewed and transitioned to a new retirement plan vendor, enhancing performance and service offerings.• Cybersecurity Initiatives: Developed and implemented a comprehensive security strategy for on-premises servers to enhance data protection and cybersecurity measures across the board.

Lake Oswego, Oregon, United States

As the Director of Wealth Planning at WealthFactor, I played a pivotal role in shaping the company's corporate strategy and aligning business objectives with emerging market opportunities. I led capital fundraising initiatives and engaged with investors to secure the startup funding necessary for launching the company's innovative financial planning solutions. My responsibilities included authoring the technical specifications for the Wealth Planning module, overseeing contract management, and providing strategic advice on client financial plans and estate documentation.Key Achievements:• Strategic Development: Coordinated with co-founders to launch the fintech startup, driving the creation and market introduction of advanced financial planning solutions.• Fundraising Success: Successfully secured initial funding for the startup, establishing a robust financial base for sustained growth and technological innovation.• Product Innovation: Spearheaded the development and implementation of the Wealth Planning module, significantly enhancing the firm's service offerings and elevating client satisfaction through tailored financial strategies.

Eastern Iowa

In my role as Regional Managing Director of Wealth Management at US Bank, I was responsible for leading the operations of the Wealth Management Department, which managed $700M in Assets Under Management (AUM) across 19 banks in Eastern Iowa. I mentored a team of 10, including Private Bankers and Trust staff, guiding them in financial planning and sales strategies utilizing tools such as Money Guide Pro, NaviPlan, and Salesforce CRM. I orchestrated cross-sale strategy meetings among Commercial, Retail, Mortgage, and Investment departments to foster better coordination and enhance client service.Key Contributions:• Leadership in Asset Growth: Led the region in AUM percentage growth in 2020, significantly surpassing regional targets through effective team leadership and strategic initiatives.• Client Portfolio Management: Directly managed a portfolio of high-net-worth clients with $100M in AUM, focusing on customized investment strategies to maximize client satisfaction and retention.• Compliance Overhaul: Completely transformed the Trust department’s compliance process, dramatically reducing over 600 overdue compliance issues to fewer than 10 in just four months, achieving full compliance within six months.

Guttenberg, Iowa, United States

As the Regional Executive Director at Imagine the Possibilities, Inc, I was responsible for the overall management of a $14.5M, 137-bed non-profit organization offering varied care levels, as part of a larger $39M entity. I led a management team of 210 staff across nursing, human resources, and accounting departments, ensuring operational efficiency and alignment with the organization's goals. I also played a critical role in budget development and management for various service lines, maintaining financial stability.Key Contributions:• Strategic Financial Management: Spearheaded budgeting strategies that significantly enhanced financial efficiency across multiple service lines, ensuring resource allocation met organizational objectives.• Leadership and Team Development: Successfully led a diverse team of managers, fostering a collaborative environment that enhanced productivity and supported the organization's mission.• Executive Strategy Implementation: Actively contributed to the executive leadership team, influencing key decisions and strategic initiatives that impacted the broader $39M organization.

Maquoketa, Ia

As Director of Technology at Imagine the Possibilities, Inc, I led the strategic overhaul of the organization's technology infrastructure, aligning with business goals and supporting significant organizational growth. I managed the transition to scalable VOIP systems and cloud-hosted solutions, enhancing operational efficiency and data security. My role encompassed directing the technology strategy in collaboration with third-party providers, ensuring the streamlined integration of systems post-merger, and maintaining up-to-date hardware through a systematic turnover schedule.Key Contributions:• Contract Negotiation and Budget Management: Negotiated all technology-related contracts, securing favorable terms that optimized budget allocation and supported strategic goals.• System Integration and Consolidation: Facilitated the successful integration of IT systems following organizational mergers, reducing operational complexity by consolidating multiple servers onto a single platform.• Cloud Migration Leadership: Spearheaded the transition of data management from onsite servers to a secure, cloud-based solution, significantly improving data accessibility and security across the organization.

Maquoketa, Ia

In my dual role as Chief Administrative Officer and Chief Financial Officer at Imagine the Possibilities, Inc, I played a pivotal role in overseeing the financial and operational integration during a major agency merger. My responsibilities included financial vetting, strategic planning, and ensuring the seamless alignment of operations across multiple departments. I led teams in Human Resources, Accounting, and Maintenance, introducing systems and processes that enhanced efficiency and employee satisfaction while managing substantial growth in organizational assets and capabilities.Key Contributions:• Revenue Growth and Financial Stability: Engineered financial strategies that expanded annual revenue from $16M to over $39M, securing the agency's position for future growth.• Operational Efficiency and Cost Management: Developed a fleet management program that improved the longevity of assets and reduced operational costs, enhancing the overall financial health of the organization.• Innovative Financial Systems: Directed the selection and implementation of a scalable, cloud-based accounting software, modernizing financial operations to support significant organizational expansion and enhancing overall financial management.

Dubuque, Iowa Area

As Vice President at Heartland Financial's Wealth Management Group, I oversaw operations, compliance, and strategic planning for a mid-sized group managing $2.5 billion in assets across 8 states. My role encompassed serving as an internal consultant and leading key initiatives such as the implementation of a new Client Relationship Management (CRM) system and conducting comprehensive document reviews for compliance and accuracy.Key Contributions:• Regulatory Compliance and Strategic Oversight: Served as the BSA/AML Officer, enhancing anti-money laundering protocols and compliance frameworks within the Wealth Management Group.• Operational Leadership and System Implementation: Spearheaded the implementation of a new CRM system, significantly improving client management and operational efficiency.• Financial Management and Strategic Planning: Collaborated closely with senior management to align the department’s strategic plan with organizational goals, effectively managing budgets for all eight offices.• Client Relationship and Portfolio Management: Managed a portfolio of 40 high-net-worth clients, providing tailored financial strategies to address complex tax issues.• Innovative Policy Development: Designed and implemented incentive plans for Wealth Advisors and Business Development Officers, boosting motivation and performance.

Des Moines Metropolitan Area

Dubuque, Iowa

Eagan, Mn

Eagan, Mn

Master Of Laws (Llm), Tax Law/Taxation

Doctor Of Law (Jd), Law

Aba National Trust School

Graduate of National Trust School

Certificate, Aicpa National Tax School

Graduate of AICPA National Tax School

Bachelor Of Arts - Ba, Anthropology, Economics

Master Of Laws - Llm, Taxation

Activities and Societies: President of International Law SocietyReceived my Law Degree and Masters of Law in Taxation at Hamline Mitchell.