Robert S. Email & Phone Number

United States

New York, Ny, Us

New York City Metropolitan Area

In my role as Vice President at Uno Health, I was responsible for overseeing operations, strategy, and enrollment functions to drive growth and efficiency. I led cross-functional teams to develop and implement processes that enabled successful launches and sprints. By monitoring performance metrics, I proactively identified and addressed efficiency issues to drive continuous improvement.

New York City Metropolitan Area

Led the launch of JPMC's Community Banking division in the Northeast, focusing on providing financial solutions to diverse neighborhoods. Recruited and built a high-performing team, developed strategic initiatives, and implemented processes to drive community outreach and growth. • Established partnerships to increase access to financial resources for low- and moderate-income households.• Implemented controls and frameworks to ensure compliance and operational efficiency.• Achieved measurable impact through increased loan disbursements and community engagement initiatives.

In my role as SVP, Regional Executive at Bank of America Merrill Lynch, I successfully transformed the New England West/Upstate NY/Hudson Valley region from the lowest performing to one of the top-ranking regions in the country within 2 years. By consolidating branches, reducing costs, and increasing customer satisfaction and employee engagement, I was able to achieve significant growth and success for the region.

Washington Dc-Metro Area

Built and drove implementation of operations strategy to improve performance of lower performing Financial Centers across DC, Maryland, and Virginia. Key member of integrated managerial operational team conducting analysis and providing recommendations for process improvement in the areas of loss and liability, profitability forecasts, and communication infrastructure. Successfully reduced variability across branches, mitigated risk, improved customer experience scores and reduced operating losses.

Washington D.C. Metro Area

Strategy role at the regional level building effective sales growth strategies, performance improvement initiatives, and best practices for the Retail Sales Team across 94 Financial Centers in the entire DC, Maryland, and Virginia area. Supported retail sales managers in the development and execution of overall sales plans to grow the region footprint. Collaborated across all 8 consumer lines of business in DC as Chair of Market Integration Team that conceived action-oriented solutions supporting sales campaigns and sharing market insights to drive overall region growth.Increased revenue 20%+ in 2 years. Region moved from last in deposits and assets to 5th for Northeast and Middle Atlantic.

Washington Dc-Metro Area

Led the functional sales organization for consumer lending (mortgages, loans, credit cards) and banking (checking, savings accounts) for the DC market. Top producer driving revenue across 32 locations. Grew revenue 40% in the 1st year, increased customer satisfaction scores 20%, and grew deposits 40%.

Washington, District Of Columbia, Northeast Pa, Detroit Mi

Sales leader for the Detroit suburban market overseeing over $2B in consumer and small business relationships for 21 consumer banking Financial Centers. Subsequently tapped to turnaround and grow the city of Detroit market (17 Financial Centers), then the northeast Pennsylvania market (20 Financial Centers), and then Washington, DC, the region’s largest market (27 Financial Centers).Grew revenue by 37% in 1.5 years in Detroit suburban market. In City of Detroit market, tightened branch processes and operations decreasing error rate from 60% to 20%. Increased customer satisfaction scores from 72% to 82%. Grew revenue by 47% in 1.5 years.Grew revenue NE PA revenue 260%. Took the lowest ranking out of 11 markets in NE PA region to #1 beating Philadelphia. Improved national ranking from 327 to #10 out of 5,000 in the US.Participated in the successful integration of LaSalle Bank providing frontline leadership and training on BOA processes and culture.

Fast track early career with Bank of America from teller to branch manager at multiple locations. Turned around 1 branch from last to 1st in market. Opened 2nd branch on Temple U. campus. Opened additional new branch achieving record breaking revenue in year 1 and ranking in top 5% of country. Recruited by Merrill Lynch as only non-MBA for MBA Leadership Rotational Program in Global Private Client Group. Won 2 major deals with Amex and SONY totaling $1B in revenue. Subsequently recruited back to Bank of America.