Karla Lee Summary Results-focused people advocate vast experience Wealth Management Deposit Financial Services. Targets growth nurturing exemplary teams focusing format listening clients best outcomes. Proactive leader experienced deep internal external partnerships best client outcome. Skills Industry partnership development Team building Recruiting hiring Process improvement Operations oversight Executive leadership Problem resolution Relationship building Data management Experience Regional Director Banking Wealth Mar 2018 Dec 2020 Company Name － City State Responsible overall growth performance strategic marketplace. Encouraged work environment conducive development high performing distinct teams inspiring innovation excellence CRM/Customer Engagement deliverables. Outcome: Had 3 diverse direct reports promoted Managing Director roles 2 years. Revitalized client engagement routines include cultural/geographic relevance. Engaged NY based Portfolio Managers analysts host clients rotating schedule Outcome: Advisor acumen loyalty firm increased significantly (turnover decreased 50%), Client retention share wallet increased. AUM grew client added investments referrals. The Bay Area highest deposit market share gain country 2019 excess $10b, 2nd highest AUM growth (3 consecutive years 20%). Aligned Wealth Management efforts different LOBs include other. Outcome (example). JP Morgan's Healthcare conference included biggest institutional clients, speakers leveraged host auxiliary sessions Private Banking Chase Private Clients. Chase Center suites co-hosted client affinities create engagement opportunities. Transformed departmental operations aggressive process overhaul attention quality. Advisor banker turnover reduced half 2018 2020. Northern CA Operations Executive Nov 2016 Mar 2018 Company Name － City State Responsible profitability elite marketplace Bank America franchise; 350 Financial Centers close 3000 Associates. Led Northern CA region (30 billion deposits) best class Enterprise partnerships Small Business, Home Loans Merrill Edge investments. Outcome: Recognized CEO best class performance. Initiated local monthly Client listening sessions aimed bringing forward enterprise capabilities. Focused particularly Silicon Valley client. Outcome: Advocated change ability recast mortgages accommodate large inflows bonus cash. Partnered credit card underwriting accommodate new country deposit based credit solution ultimately factor Apple Bank America preferred/only vendor campus. Completed 60 Financial Center renovations adhere "Advice Center" model highlighting Merrill Edge capabilities. Included extraordinary external partnerships specifications (Apple campus, UC Berkeley campus, Samsung technology SF). Sales Service Executive-West Coast Nov 2011 Nov 2016 Company Name － City State Responsible revenue growth 40% consumer franchise. Significant work integrating Merrill Lynch client spectrum Bank America. Participated first pilot hiring scaling capabilities Merrill Edge organization. Outcome: Successful Boston based pilot scaled nationwide, moved Los Angeles launch West Coast. Collaborated SLAs based client feedback best outcome. Key executive pilot bringing specialized sales inside Financial Centers inclusive Countrywide acquisition lending capabilities. Outcome: Best class teams following CEOs scorecard accountabilities, best class portfolio penetration. Motivated encouraged team members communicate openly constructively well addressed need share local talent. Outcome: established leadership councils key cities mitigate delivery escalations establish cross LOB referral accountability. Education Training MBA School Management Expected May 2023 University San Francisco － City State Pacific Coast Banking School Finance University Washington － City State Bachelor Arts Art History Toulouse Lautrec School Art － City Accomplishments ALPFA (Association Latino Professionals America) mentor. San Francisco Times Most influential Woman business 2020 (JP Morgan Chase) San Francisco Times Most influential Woman business 2016 (Bank America) Working Mother Magazine honoree 2011 (Bank America) Certifications Series 7, 9, 10 66 Licenses CA Life Health Insurance License Native Spanish Speaker