Senior Vice President, Private Bank Market Leader - CT & MA

• Feb 2023 - Present

Lead the team serving high net worth clients in Connecticut and Massachusetts specializing in portfolio management, wealth protection, borrowing & liquidity needs, trust & estate planning, insurance & risk management, and tax strategies. Lead the team serving high net worth clients in Connecticut and Massachusetts specializing in portfolio management, wealth protection, borrowing & liquidity needs, trust & estate planning, insurance & risk management, and tax strategies.

SVP, Region Leader, New England (Branch, Mortgage, Small Business)

• Apr 2020 - Feb 2023

Lead the retail branch network, mortgage, and small business across the New England states of the KeyBank footprint.

Area Retail Leader

• Mar 2018 - Apr 2020

Senior Vice President - Region Executive Coach - Southern and Western New England

• Mar 2017 - Mar 2018

Coach and develop a team of 8 District Executives with over 150 retail branches in MA, CT, and RI to increase revenue, drive operational excellence, and lead teams to a first class customer experience. Coach and develop a team of 8 District Executives with over 150 retail branches in MA, CT, and RI to increase revenue, drive operational excellence, and lead teams to a first class customer experience.

Retail Banking Sales Manager, Southern New England

• Jan 2016 - Mar 2017

Coach and develop 9 Regional Managers (154 traditional and in-store branches) in Southern New England to increase sales and revenue, deepen relationships, and continuously improve customer satisfaction scores. Scope includes strategy setting, tactic development, field coaching, performance management, incentive management, and data analysis.

Retail Regional Manager, Vice President

• Apr 2014 - Jan 2016

Manage sales, service, and operations in the retail bank branches for Central Connecticut from the coast through the Middletown area to greater Hartford.

Sales & Service Manager, Performance Coaching Lead

• Jan 2012 - Apr 2014

Responsible for the planning, implementation, and sustained execution of performance coaching with Regional Manager and above colleagues in all distribution lines of business including Retail, Wealth, Premier Banking, Business Banking and Contact Center across a fourteen state footprint. Manage a team of sales and service leaders across the country that build performance coaching capabilities to drive sales, revenue, increased customer satisfaction and consistency. Contribute to the customer experience process development and implementation including development of the operating procedures and sales processes for Licensed Bankers, Universal Bankers and Small Business Bankers.In 2012 managed the implementation of a LEAN sales and service efficiency process across the Retail footprint. Show less

Small Business Sales Manager, Vice President

• Dec 2009 - Jan 2012

Responsible for the production of business DDA units and dollars, lending and cross sell of cash management, personal products and customer satisfaction at the market level.Managed small business production in the 120+ retail traditional and retail partnership delivery (in-store) branches in Rhode Island and Connecticut that are broken down to 10 different regions.• Increased markets average quarterly checking deposit growth 158%.• Produced 32% of franchises call center credit card sales with 8% of the franchises branches.• Drove call center credit card applications up 435%, approvals 111% and booked dollars 392%.• Improved business loan and line applications from retail branches 27%, approvals 66% and booked dollars 316%.• Increased call center overdraft applications 161%, approvals 81% and booked dollars 47%.• Managed a 24% lift in executed business customer profiles at retail branch locations. Show less

Vice President, Retail Branch Manager

• 2006 - 2009

Officer, Financial Specialist

• 2004 - 2006

Vice Chairman, Board of Finance

• Jan 2003 - Jan 2005

Vice President, Sales Manager (Mortgage Lending)

• 1996 - 2004