SVP, REGIONAL SALES DIRECTOR WEALTH MANAGEMENT Executive Profile Exceptional follow-through abilities detail oriented; able plan foresee strategies concept successful completion Versatile; proven ability manage multiple projects Able build lasting rapport; posses strong interpersonal skills; able work effectively individuals levels, effective motivator self others Capable speaker communicator, refined skills presentations, education, client relations building A resource person, problem solver, trouble shooter creative turnaround banker Self-assured, confident, dependable responsible pursuing closing sales; thrive challenging situations requiring ability learn new skills Associate organization benefit initiatives, capabilities contributions, ultimately qualifying advancement increased decision-making responsibilities: Core Accomplishments Developing business within emerging highly competitive business market; outstanding presentation, leadership qualifications Responsible managing team 24 relationship managers delivering personalized financial strategies affluent clientele banking borrowing needs, well as, investments services. My responsibility accountability manage team service portfolio affluent households investable assets $500, 000 $2,000,000 The primary objective trusted advisor grow client assets, retain acquire new clients single point contact banking needs.. This role require holistic delivery outstanding service sales solutions meet clients' financial needs goals Professional Experience Company Name September 2014 Current SVP, Regional Sales Director Wealth Management City State Responsible managing team 24 relationship managers delivering personalized financial strategies affluent clientele banking borrowing needs, well as, investments services. My responsibility accountability manage team service portfolio affluent households investable assets $500, 000 $2,000,000 The primary objective trusted advisor grow client assets, retain acquire new clients single point contact banking needs.. This role require holistic delivery outstanding service sales solutions meet clients' financial needs goals. Company Name April 2014 September 2014 SVP, Group Leader City State Managed Citizens Bank's Business Banking Contact Center RI PA, Short term project enhance client experience create efficiencies Phonebank related sales activities. Total FTE responsible 210 Company Name April 2004 March 2014 SVP, Regional Manager-Business Banking Group City State Manage team 21 Business Banking Officers Boston Downtown Region Member Citizens Management advisory council. Company Name January 2002 April 2004 Business Banking Officer City State Company Name April 2000 December 2001 Branch Business Banker City State Company Name January 1997 January 1999 Department Head, Men's Wear City State Managed sales staff 15 established follow-up program sales team Expanded Dockers Men's Wear business $2 mil $3 mil maintaining gross margin excess 50% Analyze needs, submit recommendations implement cost-effective programs encompassing market research, sale support materials 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 Health registered MA Commercial Lending Training Program 2008 Citizens Bank Commercial Lending Training Program, Citizens Bank, 2008 Moody's Analytic's, inc.. University Ottawa 1997 BSc Economics BSc Economics 1997 University Ottawa Professional Affiliations Citizens Management advisory council Presentations Capable speaker communicator, refined skills presentations, education, 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