Experience

National Executive Service Corps

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Consultant

  • Aug 2012 - Present

  Management consultant to nonprofit organizations in areas including strategic planning and implementation, program assessment and strategy, Board governance, social enterprise, and nonprofit collaborations, alliances and mergers/acquisitions.



Wells Fargo Wealth Mgmt Group

• VP, Market Administrative Officer for New York

  • 2010 - 2012

  Served as Chief of Staff to the Regional Managing Director of the NY Private Bank and responsible for client service, market operations and business management for the New York City, Westchester and Long Island markets. Responsible for the development and implementation of initiatives that support the Wealth Management clients’ sales and service experience.



Wachovia Bank, a Wells Fargo Company

• Financial Center Manager

  • 2008 - 2010

  Recognized as a strong ‘turnaround’ leader adept at motivating staff for peak performance, managing change and exceeding sales, service and operations goals.



Karp Partners, LLC

• Principal Consultant

  • Jun 2006 - May 2008

  Niche provider of strategic and tactical consulting services for sales, marketing and staff development.Led engagements for staff development, problem resolution and competitive market research for clients in the financial services, and other arenas. Created customer service protocols, sales and marketing tools to improve business development.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• VP, Strategic Implementation, Retail Banking

  • 1984 - 2005

  Throughout my career at Chemical Bank/Chase/JPMorgan Chase, held progressively complex positions designing and implementing initiatives to convert strategies to actions for all banking channels. Create the culture, sales & service strategy, processes, and training.



Chemical Bank

• alumni

  • 1981 - 2005



Chase Bank

• alumni

  • 1981 - 2005