Seasoned executive and proven leadership experience in all levels of financial, strategic, operational, and product/service introduction functions with leading regional financial institutions and an industry-diverse client base. Confident development and implementation of employee benefits programs, complex financial road maps, growth strategies, and overall new business development in highly competitive marketplaces. • Solid background in trust operations, wealth management, asset allocation, and technology areas, while providing critical interfaces between cross-functional organizations and a market-sensitive clientele.• Unique blend of business savvy and financial acumen that facilitates new program launches, deal acquisitions, market penetration, better operational efficiency, and overall business growth.• Highly skilled in P&L, budgeting, corporate finance, risk assessment, investor relations, process re-engineering, internal controls, revenue growth, and strategic forecasting.• Total client care and planning background in multiple branch environments, including start-ups, turnarounds, and divestitures. Proficient in SEC, FDIC, and state regulatory compliance; CPA.• Fully capable of training, leading, and promoting very talented staff at top management and line levels; solid expertise in the design and institution of highly efficient operating plans and procedures.• CEO and Senior level positions in trust banking, brokerage related trust services and the unique field of private label trust services for community banks and registered investment advisors.Specialties: AREAS OF EXPERTISEStrategic Planning ● Relationship Building ● Performance Metrics ● Competitive Analysis ● Team Leadership ● Client Satisfaction ● Profitable Financial Solutions ● Mergers & Transitions ● Back Office Consolidations