As Chief Product Officer (CPO) previously, Chief Operating Officer (COO), at ROYDAN Enterprises, I specialize in driving product innovation and operational excellence to deliver measurable growth and market-leading solutions. With a strong focus on aligning product strategies with corporate goals, I have defined and executed comprehensive roadmaps that address evolving market demands and customer needs.Partnering across departments—including engineering, marketing, sales, and customer success—I lead the development and launch of innovative products, including the Twilio-based NexTask, which has achieved increased customer engagement and a boost in retention rates. By integrating agile methodologies and leveraging customer insights, I ensure the delivery of timely, customer-centric solutions that exceed expectations.I am deeply committed to fostering high-performing teams and a collaborative culture, empowering employees to innovate and excel. My ability to analyze data and establish key performance indicators (KPIs) has been instrumental in tracking success, optimizing efficiency, and enhancing customer satisfaction.With expertise in go-to-market strategies, data-driven decision-making, and cross-functional collaboration, I am passionate about driving growth, delivering impactful solutions, and creating lasting value for customers and organizations alike. Let’s connect to discuss how innovation and strategy can propel businesses forward!

OverviewAs the Director of Branch Operations at UnitedOne Credit Union, I lead a comprehensive range of operations and business development initiatives across all branches. My role was pivotal in driving the credit union's success, enhancing member satisfaction, and fostering significant growth. Below, is an outline of the core functions of my position.Responsibilities:Strategic Leadership - Crafted and executed strategic operations and business development plans across multiple branches, significantly contributing to the credit union's growth and profitability. - Provided visionary leadership to branch staff, aligning efforts with the organization's overarching goals, and bolstering branch lending, profitability, and member satisfaction metrics.Branch Management - Supervised and empowered Branch Managers, setting performance benchmarks and facilitating personal development plans to enhance their leadership capabilities. - Monitored branch performance diligently, offering coaching and support to ensure professional growth and the attainment of branch objectives. - Led recruitment, selection, and training processes for branch staff, enhancing operational efficiency and service quality.Operational Efficiency and Compliance - Ensured branches operated efficiently and in compliance with credit union policies and regulations, implementing sound business practices to meet and exceed branch goals. - Conducted thorough reviews of branch audits, maintaining operational consistency and addressing security procedures to protect members and staff.Culture and Team Development - Cultivated a positive organizational culture that emphasized teamwork, accountability, and effective management, significantly enhancing employee engagement and performance. - Held regular meetings with Branch Managers to discuss and improve member service, marketing efforts, and overall branch operations, encouraging the proposal of new strategic ideas.

As a dedicated Regional Branch Manager at Kohler Credit Union (KCU), I played a pivotal role in advancing our mission as a not-for-profit, member-owned financial cooperative. Our commitment was unwavering: to enhance the financial well-being of our members by providing tailored products and services. Key Responsibilities: -Oversaw daily operations across three credit union branches in Saukville, Grafton, and Mequon, Wisconsin. -Provided coaching and guidance to our talented team, fostering growth and excellence. -Led strategic planning initiatives at the corporate level, contributing to our long-term success. -Achievements Under My Leadership: Spearheaded remarkable growth: -327% increase in loan dollars closed from referrals -198% rise in referrals sourced -175% surge in total loans closed through referrals Mequon Branch Build (2015): As the on-site manager, I ensured the successful launch of our new Mequon branch. The branch consistently exceeded expectations: -105% loan growth goal achieved -110% deposit growth -115% increase in new memberships Contributions Beyond Branch Operations: -Co-Contributor to Kohler Credit Union’s Wellness Program, empowering members with financial strategies. -Orchestrated engaging content for KCU’s First Time Home Buyers Seminar Series. Additional Accomplishments: -Crasher at the World Credit Union Conference in Denver 2015. -Named a Top 15 Finalist in the prestigious Next Top Credit Union Executive 2015 competition.-Facilitator at the Center for Practical Management. I am proud to have been part of KCU's journey, and I look forward to continuing to make a positive impact in the financial industry.

Headquartered in Green Bay, Wis., Associated is a leading Midwest banking franchise, offering a full range of financial products and services in over 200 banking locations serving more than 100 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.As Branch manager, I oversaw the daily operations of the Sheboygan area branch, which included working with the management team to address staffing needs and deficiencies that would maximize team production and increase morale. I co-managed the audit task force for the in-store North Region and successfully passed two audits. Furthermore, under my supervision, the branch increased its retail deposit accounts by 15% or more each quarter. I also improved Customer Experience Management (CEM) scores and processes at the branch level, taking a hand’s on approach using daily observations and set work tracks. The result of this leadership in this area was an overall combined satisfaction score of 96%, which was six percentage points above corporate expectations.

State Farm is a mutual company with policyholder members. It is not driven by the demands of investors. Currently ranked No. 41 on the Fortune 500 list of largest companies, State Farm insures more cars and homes than any other insurer and is a leading insurer of watercraft in the United States.As an Insurance and Financial Services Agent, I obtained licenses in Property and Casualty, Life and Health, and Series 6 and 63. I was also responsible for developing and managing new, existing and perspective client marketing which included internet leads, direct mail, cold calling, search engine optimization, Facebook and Twitter.

Landmark Credit Union is one of Wisconsin's fastest growing premier financial institutions with a strong focus on their members. Currently, Landmark is the largest credit union in Wisconsin with $1.8 dollars in assets.In my role as a Branch Manager, I conducted in-depth credit reviews for renewal and new requests from $50,000 to $100,000 secured for retail customers and small businesses. I also served as a committee member for Landmark Credit Union’s new technology think tank and integration team. In this position I was head trainer for new storage software. This training took place over a six-week period, and reached 300+ employees.I also reviewed all loan requests prior to approval, verified completion of credit packages and analyzed feasibility of new and existing retail customers or businesses. I managed two retail lenders, one mortgage officer, eight tellers and an assistant manager with total branch deposits of $74 million.

The role of Special Graduate Trustee is a prestigious position that requires a nomination and majority vote from the student body. This position is a two-year term in which the representative is an active contributor and voting member of the board. Important information from these meetings is reported to the Vice President of Ripon College Student Senate.

The Ripon Branch of M&I Bank offered one student intern per semester the privilege of assisting with daily operations in both the retail and business bank sectors. The internship was mainly focused in the business banking department with emphasis in client data management, account maintenance, tax statement review and property valuation. The retail banking emphasis focused on account openings, deposits of HSA's, portfolio management and updating the presentation of marketing material throughout the branch.In my role as Business Development Branch Intern, I identified, promoted and executed on-going client data management by organizing computer systems for branch officers to increase speed and accuracy. I also analyzed and reported balance sheets, income statements and annual reports for lending opportunities to the business department. Additionally, I created and presented a financial aid and student loan seminar program for high school students and their parents. Finally, I assisted the investment banking department by developing promotional marketing material to increase awareness of different IRA investment strategies.