Expertise: Organizational transformation, cultural integration, strategy and product development, leadership development, change management.
Company experience: Bank of America, Associated Bank, Johnson Bank, First Citizens, Goldman Sachs.
Roles: Regional Market Executive, Market President, Director of Investments, Director of Strategy, Regional Director Private Banking.
Areas of Expertise: Brokerage, Mortgage, Private and Premier Banking, Commercial and Retail Banking, Strategy, Sales Management, Leadership Development.
Personal Perspective: Excellence of an individual is achieved by having a safe place to share ideas, thoughts, and questions.
Education: MBA, University of Chicago; BS, University of Illinois, past FINRA certifications – 3, 6, 7, 24, 63, 65.