Patrick W. Email & Phone Number

Atlanta, Ga, Us

Birmingham, Alabama, Us

Birmingham, Alabama, Us

Charlotte, Nc, Us

Recruited to lead the enablement platform and author the product strategy roadmap for Wholesale Banking, a national business spanning multiple verticals, solutions, and 3,700+ teammates with coverage for small business, middle market, corporate and investment banking. Position includes CRM (Salesforce.com) and profitability product owner teams for 4,200+ users. In addition, entrusted to provide dual coverage in highly confidential and strategic role for NewCo transition: 1) Work directly with senior executive team and outside council throughout all phases of merger transaction advisory and execution, 2) Assist in leading and developing proposals to executives for NewCo business segmentation, coverage, divestiture, and regulatory matters, and 3) Coordinate and lead integration planning into NewCo.

Charlotte, Nc, Us

Appointed to lead the enablement platform, data & analytics and marketing strategy for Commercial Banking, a national business line spanning multiple verticals, solutions, and 92 teams with coverage for middle market private companies, not-for-profit organizations, dealerships, and government entities. In year one, I helped to propel the business to record growth by Co-Authoring and Co-Executing a new Commercial LOB strategy through: 1.) Supporting new LOB Head with four business strategic plans focused on supporting market segmentation, overhauling structure and alignment, organizational design, information strategy, and enterprise investments theses, 2.) Institutionalizing an end-to-end sales model and approach, and 3.) Define marketing, technology, and information strategies and approach. This role included proxy and dual coverage of Commercial LOB rewards and recognition program and Chief Administrative Officer in year one. Sample Accomplishments:= Identified opportunity to accelerate sales process and lower cost of client acquisition through consolidation of 82 touch points required by sales team to run process.= Drafted market assessment analysis and strategic plan leading to division consolidation of 50%, successful shift of a sub line of business to a new segment, introduction of new market segmentation for full market coverage, and increased talent optimization.= Created first-ever, custom market assessment tool - leading to most accessed dashboard across enterprise and exposing sales teams of over 109k new leads = Documented full end-to-end Commercial practice into an 87-page narrative - led to de-risking business.= Redesign marketing partnership and nurturing strategy for prospects and clients - exposing 100% of accounts & leads Other: SalesForce.com, Seismic, Oracle Eloqua, Medallia, nCino, Adobe (Publisher, Captivate), Tableau, Qlikview, Microsoft Office Suite (Plus: InfoPath, SharePoint, Visio), DnB, CapIQ, Vertical IQ

Charlotte, Nc, Us

Supported sales process & execution for Division CEO/President and 3 Commercial Banking teams with dedicated industry sector coverage for private companies, not-for- profits, and government entities. Prior to 2015, scope included the Business Banking & leading the market Community Development strategy. Prior to 2013, I led sales marketing & sales enablement with a team of 7 employees & focused on Commercial Banking, Business Banking, Retail Banking, Private Wealth Management and @Work solutions - providing end-to-end support for events, advertisement, client entertainment & strategic sponsorships.My expertise includes authoring & executing strategies by synthesizing multiple financial, market & performance data points; enablement of CRM & sales tools. Besides shoring & mobilizing award winning sales teams, my experience includes: working with large-scale end-to-end projects, managing complex P&Ls, authoring executive communications, public relations & meetings, strategy matters for market planning, community development, sales teams & territories. This requires a unique blend of my strong consultative, accounting, management, financial industry & marketing proficiencies.My results include supporting the team with the construction of a leading commercial banking strategy; generating explosive growth. Other achievements include increasing business banking performance & marketing ROI through strategic planning, providing meaningful performance insights, & developing closed-loop analytics measuring ROI. Titles: Division Sales & Marketing Director (2011-2013)

Charlotte, Nc, Us

For 2 years, I provided a full range of project management/implementation support for flagship (Atlanta) region for Retail Line of Business (+1400 associates), Licensed Banker program (+150 teammates), and Regional Mentor Program (30 participants). In this capacity, I drove change and uncovered variances across the company’s largest region; jumpstarted flat Licensed Banker performance; and revamped ineffective Mentor Program.

Charlotte, Nc, Us

In this role, I was in charge of the region’s Licensed Banker program, branch operating model, key sales targets, recruiting and training, talent management, and various ad hoc projects. Successes included increasing Retail Wealth Investment income; right sizing staff to meet demand; and curtailing staffing expenses.

Charlotte, Nc, Us

During this time, I oversaw Nashville region and was requested to increase profitability of branches with low sales participation in statically challenged markets. Consequently, I introduced strong fiscal responsibility and educated branch leadership on effective P&L management. Highlights included ranking as #1 Area Manager for 1st quarter companywide in 2007.

Charlotte, Nc, Us

In 2004, I inherited a branch in good standing with seasoned yet complacent managers. Subsequently, I prompted my teammates to leave their comfort zone and implemented winning strategies. This resulted in elevation of production to +100% in all core categories to rank among the Top 20% in company in 2004 and 2005.

Charlotte, Nc, Us

Initially, I joined a high-net worth location to turn around a branch with low visibility, flat sales, negative growth, and a disengaged team. Quickly, I completely pivoted the branch to rank in the Top 20% of company, for the first time ever. This included leading the branch to place #1 in investment referrals and consumer loans in 2003.

Memphis, Tennessee, Us

Early in my career, I reinvigorated an underperforming team and branch—winning Silver Club and 200% of Core Sales awards. I also coached a teller to become #1 in clerk referrals company-wide.