Steve Gutierrez

Steve Gutierrez Email and Phone Number

Frost Investments Learning and Development Manager @ Frost
San Antonio, TX, US
Steve Gutierrez's Location
San Antonio, Texas Metropolitan Area, United States
About Steve Gutierrez

“We are here to make good things happen for other people.”As a leader, I am on a mission to redefine success by unlocking the full potential of individuals and organizations by focusing on:*People*Process*Partnerships*PerformanceGuiding professionals toward unparalleled growth, I specialize in crafting and implementing innovative programs and strategies that bridge skill gaps and increase productivity.Thriving in dynamic landscapes, I have pioneered initiatives that empower teams to adapt and excel. My global mindset and local impact shine through collaborations with Fortune 500 leaders and diversity groups, driving initiatives that empower communities and cultivate leaders. With a results-driven approach, my track record shows measurable results.🌐 Expertise:* Driving Service to Sales: Ensuring Customer Service is an integral piece of Sales process and strategy * Process Improvement: I am dedicated to innovating processes that maximize results and lower risk; but also consider the impact of change on the employee and client experience. * Leadership Development: Orchestrating comprehensive programs that nurture leadership talent, enhance skills, and cultivate a culture of continuous learning.* Program Management: Proven track record in steering complex initiatives, from redesigning processes to overseeing remediation efforts, resulting in remarkable efficiency gains.* Strategic Learning Initiatives: Adept at integrating technology-driven solutions, introducing coaching programs, and aligning learning strategies with business objectives.💡 Vision:The future of work demands an agile and adaptable workforce. I believe in creating and communicating a clear vision where individuals understand how personal contribution leads to the organizations success. 🤝 Let's Connect:I'm passionate about networking with like-minded professionals, thought leaders, and organizations dedicated to unlocking the full potential of their teams. Whether you're exploring collaboration opportunities, sharing insights, or simply connecting, feel free to reach out! Together, we can shape the future of work and productivity!#ServiceToSales, #ProcessImprovement, #ClientExperience, #EmployeeSatisfaction, #LeadershipDevelopment, #ContinuousLearning, #ProgramManagement, #PerformanceImprovement, #RiskManagement, #Partnership, #Ethics

Steve Gutierrez's Current Company Details
Frost

Frost

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Frost Investments Learning and Development Manager
San Antonio, TX, US
Steve Gutierrez Work Experience Details
  • Frost
    Frost Investments Learning And Development Manager
    Frost
    San Antonio, Tx, Us
  • Frost
    Frost Investments Learning And Development Manager
    Frost Aug 2024 - Present
    San Antonio, Texas, United States
    Create and deliver tools that facilitate financial success. Lead high-level training sessions on a wide range of investment products, financial planning strategies, and techniques. Lead and mentor new hires and experienced staff to ensure the company value and culture are shared with our clients.
  • College Of Biomedical Equipment Technology
    Adjunct Instructor
    College Of Biomedical Equipment Technology Jan 2024 - Present
    San Antonio, Texas Metropolitan Area
    Facilitate courses for new students seeking a career in Healthcare Technology Management and Information Technology. Contribute to course design and updates related to industry trends and updates. Coordinate new course sessions and communication with current students, to include review and grading of course work submitted via Canvas learning system.
  • Citi
    Digital Wealth Services, Svp
    Citi Jun 2021 - Mar 2024
    San Antonio, Texas, United States
    Manage daily activity and production of Client Facing, Operations, and Back-Office Wealth Management teams. Oversee recruitment, selection, training, and licensing of new team members. Service to sales, pipeline management, and product knowledge skills are enhanced to provide an exceptional client experience. Regularly review and report key metrics to Senior Management team and Regulatory committees. Review process to maximize revenue, lower expenses, and ensure compliance.
  • Citi
    Regional Sales Manager, Svp
    Citi Mar 2017 - May 2021
    San Antonio, Tx
    Managed daily activity and production of Centralized Financial Advisor team. Supported revenue generation on a combined book worth 3.1B through individualized coaching, client campaign management, and activity impact analysis. Ensured adherence to Compliance standards and relationship/referral development with branch and call center.
  • Citi
    Senior Program Manager, Vp
    Citi Mar 2013 - Feb 2017
    San Antonio, Texas Metropolitan Area
    Provided project management, leadership, and direction on wealth management team initiatives. Facilitated regular team meetings with stakeholders to ensure integration and consistency in process. Analyzed and processed information and activities through organization and communication of data necessary for success.
  • Citi
    Learning And Development Manager, Vp
    Citi Nov 1999 - Feb 2013
    San Antonio, Texas Metropolitan Area
    Established and maintained close relationships with business leadership to analyze business needs and determine solutions. Conducted multi-level evaluations to understand current state and identify gaps in knowledge and skills.
  • Citi
    Financial Advisor
    Citi Aug 1994 - Oct 1999
    San Antonio, Texas Metropolitan Area
    Investment Advisor for high net-worth clients of Citi. Managed client portfolios using asset allocation models and personalized investment planning. Responsible for the development of assistant executives and service staff.
  • Citi
    Customer Service Representative
    Citi Nov 1991 - Jul 1994
    San Antonio, Texas Metropolitan Area
    Provided telephone customer service support for Citibank customers. Information and transaction provided for bank and investment clientelle.

Steve Gutierrez Skills

Banking Instructional Design Financial Services Relationship Management Leadership Development Training Credit Retail Banking Risk Management Portfolio Management Process Improvement Commercial Banking Business Analysis Financial Risk Loans Mutual Funds Investments Training Delivery Needs Analysis Series 7 Credit Cards Call Centers Finance Wealth Management E Learning Microsoft Office Asset Management Credit Risk Mortgage Lending Operational Risk Leadership Management Team Building Strategic Planning Financial Analysis Program Management Project Management Trading Sales Vendor Management

Steve Gutierrez Education Details

Frequently Asked Questions about Steve Gutierrez

What company does Steve Gutierrez work for?

Steve Gutierrez works for Frost

What is Steve Gutierrez's role at the current company?

Steve Gutierrez's current role is Frost Investments Learning and Development Manager.

What is Steve Gutierrez's email address?

Steve Gutierrez's email address is st****@****ail.com

What is Steve Gutierrez's direct phone number?

Steve Gutierrez's direct phone number is +162668*****

What schools did Steve Gutierrez attend?

Steve Gutierrez attended Lamar University, Texas A&m University.

What are some of Steve Gutierrez's interests?

Steve Gutierrez has interest in Golf, Boy Scouts Of America, Leadership Development.

What skills is Steve Gutierrez known for?

Steve Gutierrez has skills like Banking, Instructional Design, Financial Services, Relationship Management, Leadership Development, Training, Credit, Retail Banking, Risk Management, Portfolio Management, Process Improvement, Commercial Banking.

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