Experience

Bahia Resort Hotel

• United States
• Hospitality
• 1 - 100 Employee

• Yacht Captain

  • Jan 2022 - Present



MidFirst Bank

• Banking
• 700 & Above Employee

• Vice President

  • Jul 2010 - Present

  Managed new affluent banking center. Hired, developed, and coached team members. Planned, organized, and coordinated sales, service and operations management processes. Met required controllable expenses for eight years. Analyzed monthly reports for portfolio risk and maximizing balance sheet growth. Selected as Buddy Banker coach during Steele Street Bank acquisition in AZ and CO. Managed new affluent banking center. Hired, developed, and coached team members. Planned, organized, and coordinated sales, service and operations management processes. Met required controllable expenses for eight years. Analyzed monthly reports for portfolio risk and maximizing balance sheet growth. Selected as Buddy Banker coach during Steele Street Bank acquisition in AZ and CO.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Sales Development

  • 2008 - Jan 2010

  Coached market presidents and store managers on skill development for sales and service management processes. Performed gap analysis through gathering and evaluating data to collaborate on strategies to manage change implementations. Created, conducted, and facilitated team member training and workshops. Achieved highest percentage increase year-to-year in key metrics among all four regions.

• Community Bank Market President

  • 2000 - 2008

  Led the largest market in Arizona, providing retail and business banking products to a diverse and wide-ranging demographic marketplace while concurrently exceeding sales goals. Developed and implemented market's business and retail strategies for 200+ team members to establish individual goals that improved the competitive position in the marketplace. Managed relationships with business entities to deepen cross-sell and customer service. Ensured credit quality of market's loan portfolio, establishing credit limits and monitoring credit performance. Show less

• AVP, Store Manager

  • 1995 - 2000

  Managed one of the largest branches in Arizona, responsible for more than $130 million in deposits, generating on average at least $6 million annually in loan volume. Monitored budget in excess of $1 million.