Executive Vice President & Managing Director, Wealth Management Group
Pittsburgh, Pennsylvania, Us
Promoted to manage the Wealth Management Business in preparation for Regional Manager role. Managed and led state of Indiana including 4 offices with 3 market executives, 1 head of investments, 1 head of fiduciary, and 1 head of financial planning, 1 head of brokerage, and a total staff of 100. Services included private banking, investment management, financial planning, fiduciary (trust) services, and brokerage. • Grew Revenue and Net Income with focus on Assets Under Management, AUM, Loans, Deposits, and other fee-based services.• Changed mindset of Brokerage Division, built trust, and influenced the shift from individual trading to managed money strategies improving revenue, productivity, and client satisfaction. • Enhanced calling efforts and success in the ultra-affluent space growing AUM, by partnering with Hawthorn, a wholly owned organization servicing ultra-affluent customers. • Built a growth strategy of partnering with both internal partners and external Centers of Influence, COI, (lawyers, accountants, trusted advisors). Coached team on relationship development generating mutual referrals.• Strategically identified and executed on opening an additional wealth management location in Carmel, IN.• Grew revenue twofold through an aggressive sponsorship campaign involving Indianapolis 500. • Consistently implemented educational and client / prospect appreciation events.• Identified and vetted target company acquisitions and partnered with Strategy and M&A group.• Developed a strong talent brand enabling recruitment of top talent in the Indiana market.• Provided leadership retaining staff and customers during financial crisis.