Bio
Experience
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Germany
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Financial Services
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700 & Above Employee
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Vice President Wealth Management
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Sep 2016 - Present
Facilitate project governance forums acting as the central point of contact working closely with businesses and infrastructure areas. Provide guidance to internal stakeholders to ensure effective, appropriate and accurate responses, and initiate dialogue to gain better understanding and clarity regarding information requests. Produce and analyze project level reporting to ensure projects progress against key criteria is reflected, identifying trends, improvement opportunities, and proposed action plans to senior management.
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Project Manager / Consultant
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Jun 2015 - Aug 2016
Manage day-to-day projects including monitoring and tracking of project tasks, ensuring all inquiries are directed to the appropriate individuals and that responses are thorough and provided in a timely manner.
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Vice President
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Apr 2009 - May 2015
Managed a variety of high-impact projects, leading cross-functional teams and interfacing with Senior Managers to lead projects to timely and successful conclusions. Accountable for overall coordination of the strategic planning and budgeting processes, including monitoring the annual budget and ...
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Vice President
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Mar 2008 - Mar 2009
Responsible for development and execution of the cross channel sales strategy to drive sales and expand customer relationships across multiple sales channels. Served as champion and functional manager of customer management and sales management systems covering downstate and expansion regions.
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Vice President - Branch Manager
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Jul 2004 - Feb 2008
Responsible for the overall management of a banking services facility. Managed and coached a staff of 15, including resources for Small Business, Home Finance and Investments.Branch performance ranked in the top fifteen offices nationwide.
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Team Leader / Six Sigma - Regional Banking Group
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Sep 2001 - Jun 2004
Managed and lead key Regional Banking Projects involving core process improvements with financial benefits. Responsible for delivering financial results using a structured, business process (DMAIIC) methodology.
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Business System Officer
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Aug 1999 - Aug 2001
Responsible for the tactical implementation of segment strategies and analysis. Accountable for coaching channel sales staff, sales processes, channel configuration and measurement of sales activity volume.
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Reengineering Business Analyst
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Oct 1998 - Jul 1999
Responsible for developing business plans, identifying and aligning business requirements, performing project scoping and financial analysis to determine and execute against opportunities for redesign.
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Education
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1993 - 1997Fordham Gabelli School of Business
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1982 - 1986Ramapo College of New Jersey
Suggested Services
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Industry Focus. “Banking”
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