Experience

Goldman Sachs 10,000 Small Businesses - SoCal

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Business Advisor

  • Aug 2020 - Present

  - Coach business owners though a systematic process of effectively developing a strategic plan that identifies future business opportunities and addresses evolving market needs - Empower owners to address and resolve employee and business challenges - Examine, evaluate and edit owners’ business plans - Review financial statements and assist owners with developing a budget and 5-year forecast - Recruit eligible companies to apply for the program - Create and facilitate training sessions to supplement the curriculum for owners - Assist business owners with identifying their visions and core values - Cultivate relationships to connect business owners to appropriate resources Show less



Home Savings Bank

• Youngstown, Ohio Area

• EVP Retail and Consumer Banking

  • Jan 2011 - Mar 2019

  Executive manager responsible for leading the Retail Banking line of business including branch network, consumer lending, investment/brokerage division, small business lending, treasury management, customer contact center, retail operations and card programs. Member of the UCFC management team. Committee head for the Deposit Pricing, Committee and voting member for IT Steering Committee, Officers Risk Committee and ALCO. Highlights: Member of bank executive management team hired by the board of directors to turn around a failing instiution. Created employee accountability and engagement while maintaining a highly motivating, open and honest company culture. Implemented bank wide digital strategies to grow households and improve overall customer experience. Developed a fully automated Treasury Management line of business for the commercial bank Established business intelligence team to leverage data and redefine sales opportunities creating significant profitability growth. Maintained consistent, double digit deposit and loan growth while sustaining competitive margins. Show less



Lorain National Bank

• Director of Retail Administration and Branches

  • Aug 2009 - Dec 2010



AmTrust Bank, A Division of New York Community Bank

• Banking
• 400 - 500 Employee

• Regional Manager

  • Mar 2004 - Feb 2009

  Directly supervised four Vice President/Area Sales managers. Overall responsibility was for 35 branch offices in Cleveland, Akron and Columbus, totaling $3.5 billion in deposits and 270,000 consumer and business accounts. Expertise in hiring, motivating and coaching for the region’s 230 employees. Responsibilities included sales management & accountability, operations, audits and customer relations. Project lead and coordinator for the Company with a name change intiative from Ohio Savings to Amtrust in 2007. Instrumental in developing a formal branch incentive plan. Partnered with branch services and support to create enhanced operational efficiencies. 100% branch audits passed including internal and external audits. Trusted advisor and partner to all business line executives. Increased region profitability and substantially reduced expenses during my tenure. Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• District Manager

  • Jan 1998 - May 2002

  Responsibility for 28 branch offices in the Cleveland region. Supervised 28 branch managers, an operations and audit team. Consistently ranked in the top 5% of district managers in the Company. Awarded Manager of the year in 1997 . Corporate project lead for retail incentive plans, Human Resources and hiring and training new regional managers. Originally started with Star Bank. Instrumental in leading thourgh many mergers and acquisitions to create the USBank as it is today. Responsibility for 28 branch offices in the Cleveland region. Supervised 28 branch managers, an operations and audit team. Consistently ranked in the top 5% of district managers in the Company. Awarded Manager of the year in 1997 . Corporate project lead for retail incentive plans, Human Resources and hiring and training new regional managers. Originally started with Star Bank. Instrumental in leading thourgh many mergers and acquisitions to create the USBank as it is today.