Experience

Settlers bank

• United States
• Banking
• 1 - 100 Employee

• Market President

  • Feb 2018 - Present

  Settlers bank is your local independent bank and our mission is to be accessible, provide solutions and build relationships. We are a fresh alternative as an independent bank ready to help service clients with commercial loans & treasury management, private/personal banking, and mortgage opportunities. We aim to help the local economy by providing the area businesses and people with the financial solutions and products they need while giving them the ability to keep their finances local. We help businesses enrich their franchise value by being trusted partners and advisors. As Market President, my personal role is to build and develop the client base, the local Settlers team and the Settlers brand. As the Commercial, Private Banking and Mortgage revenue line leader I work with those areas to set the revenue growth strategies as well as the product and service offering and development. Also serve as a member of the Executive Team, ALCO Committee, and the Management Loan Committee. Show less



Nicolet National Bank

• United States
• Banking
• 400 - 500 Employee

• Fox Cities Market Executive, SVP

  • Aug 2011 - Nov 2017

  Personally responsible for the Fox Cities market commercial and private banking operation as well as the growth of all market product lines including trust, mortgage and retail banking. Planning and executing the market growth strategy, budgeting and leading the physical expansion (new locations) were key focal points of my position with Nicolet Bank. During my tenure the bank grew the local asset base over 6-fold organically by building multi-faceted relationships with clients. Personally responsible for the Fox Cities market commercial and private banking operation as well as the growth of all market product lines including trust, mortgage and retail banking. Planning and executing the market growth strategy, budgeting and leading the physical expansion (new locations) were key focal points of my position with Nicolet Bank. During my tenure the bank grew the local asset base over 6-fold organically by building multi-faceted relationships with clients.



The Business Bank (Appleton, WI)

• United States
• Banking

• Market President

  • Jan 2003 - Jul 2011

  Held positions of Vice President and Executive Vice President prior to being named Market President in 2009 for the local, privately-held commercial bank. As a Vice President I helped commercial clients grow their businesses through strategic initiatives and organic expansion as well as a trusted advisor and debt partner on the acquisition front. As Executive Vice President I oversaw the commercial team growth by setting team goals and objectives and building the overall book of business as well as building an effective team by adding key members where needed. As Market President I helped set the overall Fox Valley strategy and brought together key team resources to work collaboratively in achieving team goals for the market. Gave local businesses an opportunity to grow while keeping their banking relationship local. Show less



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• Business Banking Representative

  • Apr 1998 - Dec 2003

  Completed credit underwriting training and performed as a credit analyst from 1998 to 2001 specializing in underwriting commercial clients with a focus on customized loan structures and fast turnaround. Was named a Business Banking Representative in 2002 with a focus on introducing clients into helpful treasury products and customized loan products unique to their various situations. We were able to help clients in a variety of industries and of different sizes contributing to the growth of the bank and local economy. Show less