David Wolfe
Dayton
Summary
Results-driven professional specializing in banking and finance, recognized for enhancing operational efficiency and implementing robust risk management frameworks. Strong background in complex problem-solving and stakeholder collaboration to achieve strategic business objectives.
Overview
36
36
years of professional experience
Work History
Vice President, SBA Product Specialist
Huntington National Bank
Dayton, OH
10.2006 - Current
- Led strategic initiatives to enhance operational efficiency across multiple departments.
- Oversaw development and implementation of risk management frameworks to protect assets.
- Directed cross-functional teams in executing complex financial projects and achieving organizational goals.
- Fostered relationships with key stakeholders to drive collaboration and support business objectives.
- Reviews financial statements and supporting, documents, structures SBA loan proposals, completes initial analysis, and prepares credit package.
- Ensures compliance with applicable federal, state and local laws and regulations, agency guidelines and organizational policies.
- Strong organizational skills with attention to detail.
- Excellent written and verbal and communication skills.
Vice President, Business Banking
JP Morgan Chase
Dayton, OH
06.1996 - 10.2006
- Led cross-functional teams to drive strategic initiatives, enhancing operational efficiency across multiple departments.
- Developed and implemented comprehensive financial strategies to optimize resource allocation and risk management.
- Oversaw performance metrics, ensuring adherence to compliance standards and regulatory requirements within financial operations.
- Mentored senior management on innovative practices, fostering a culture of continuous improvement and accountability.
- Managed and maintained strong relationships with a book of business customers. Providing insights and advice.
- Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts.
- Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.
Marketing Manager
Sams Club
Dayton, OH
01.1990 - 06.1996
- Developed and executed marketing strategies to enhance brand visibility and customer engagement.
- Led cross-functional teams to align marketing initiatives with corporate objectives and drive revenue growth.
- Analyzed market trends and consumer behavior to inform promotional campaigns and product positioning.
- Managed budget allocation for marketing projects, ensuring optimal resource utilization across channels.
Education
Bachelor of Arts - Political Science
Wright State University
Dayton, OH05.1996
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Complex Problem-solving
- Client relationship building
Timeline
Vice President, SBA Product Specialist
Huntington National Bank
10.2006 - Current
Vice President, Business Banking
JP Morgan Chase
06.1996 - 10.2006
Marketing Manager
Sams Club
01.1990 - 06.1996
Bachelor of Arts - Political Science
Wright State University