Category: BANKING

         SVP, REGIONAL SALES DIRECTOR WEALTH MANAGEMENT           Executive Profile    * Exceptional follow-through abilities and detail oriented; able to plan and foresee strategies from concept to successful completion * Versatile; proven ability to manage multiple projects * Able to build lasting rapport; posses strong interpersonal skills; able to work effectively with individuals on all levels, effective motivator of self and others * Capable speaker and communicator, with refined skills in presentations, education, and client relations building * A resource person, problem solver, trouble shooter and a creative turnaround banker * Self-assured, confident, dependable and responsible in pursuing and closing sales; thrive in challenging situations requiring the ability to learn new skills Associate with an organization that will benefit from my initiatives, capabilities and contributions, ultimately qualifying for advancement and increased decision-making responsibilities:        Core Accomplishments      Developing business within emerging and highly competitive business market; outstanding presentation, leadership qualifications  Responsible of managing a team of 24 relationship managers for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services. My responsibility and accountability is to manage a team that service a portfolio of affluent households with investable assets of $500, 000 up to $2,000,000 . The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for all banking needs.. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals        Professional Experience      Company Name     September 2014   to   Current     SVP, Regional Sales Director Wealth Management   City  ,   State    Responsible of managing a team of 24 relationship managers for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services. My responsibility and accountability is to manage a team that service a portfolio of affluent households with investable assets of $500, 000 up to $2,000,000 . The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for all banking needs.. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals.        Company Name     April 2014   to   September 2014     SVP, Group Leader   City  ,   State    Managed Citizens Bank's Business Banking Contact Center in RI and PA, this was a Short term project to enhance the client experience and to create efficiencies in all Phonebank related sales activities. Total FTE responsible 210        Company Name     April 2004   to   March 2014     SVP, Regional Manager-Business Banking Group   City  ,   State    * Manage a team of 21 Business Banking Officers in Boston Downtown Region * Member of Citizens Management advisory council.        Company Name     January 2002   to   April 2004     Business Banking Officer   City  ,   State            Company Name     April 2000   to   December 2001     Branch Business Banker   City  ,   State            Company Name     January 1997   to   January 1999     Department Head, Men's Wear   City  ,   State    * Managed a sales staff of 15 and established a follow-up program for the sales team * Expanded Dockers Men's Wear business from $2 mil to $3 mil while maintaining gross margin in excess of 50% * Analyze needs, submit recommendations and implement cost-effective programs encompassing market research, sale support materials and customer services        Education      Babson College Executive Education     2011       MA  :   Executive Leadership Management Programme    Babson College Executive Education Executive Leadership Management Programme 2011 Investment Licenses Series 7 & Producers Life and Health registered in MA        Commercial Lending Training Program   2008         Citizens Bank    Commercial Lending Training Program, Citizens Bank, 2008 Moody's Analytic's, inc..        University of Ottawa     1997       BSc  :   Economics    BSc Economics 1997 University of Ottawa        Professional Affiliations     Citizens Management advisory council       Presentations     Capable speaker and communicator, with refined skills in presentations, education, and client relations building.       Skills     Sales, Market Research, Sales Staff, Sales Team, The Sales, And Sales, Clients, Regional Sales, Sales Director, Solutions, Wealth Management, Class, Client Relations, Closing, Closing Sales, Coaching, Comprehensive Large Array Data Stewardship System, Confident, Credit, Customer Service, Detail Oriented, Exceed, Journal, Leads, Problem Solver, Receptionist, Retail Sales, Self Motivated, Territory, The Sale, Sales Activities, Series 6, Series 7