Dionne Lloyd
Summary
Results-driven leader with expertise in coaching teams to improve performance and drive business growth. Proven track record in establishing strategic partnerships and collaborating with stakeholders. Skilled in converting high-level strategies into actionable plans. Committed to fostering team development and exploring new opportunities.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Branch Leader Supervisory Principal
Fidelity Investments
07.2023 - 11.2024
- Drove growth and digital engagement to ensure branch success and effective market strategy execution.
- Coached individuals and teams on client-centric financial planning for enhanced practice management.
- Boosted profitability through strategic initiatives that fostered collaboration among team members.
- Developed comprehensive training programs to elevate overall team capabilities.
- Facilitated team building activities to strengthen collaboration and communication.
- Implemented market strategies that increased client engagement and branch performance.
- Prioritized coaching sessions focused on full balance sheet financial planning to support development.
- Orchestrated collaborative efforts that enhanced profitability and team effectiveness.
Regional Affluent Business Leader, V.P.
Wells Fargo & Wells Fargo Advisors
, Connecticut & Northern New York
03.2018 - 07.2023
- Achieved growth and positive performance trends for five consecutive years through effective coaching.
- Established robust relationships with key stakeholders to foster collaboration.
- Cultivated strategic partnerships across various business lines, enhancing overall people connections and performance.
- Recruited, hired, and developed talent, expanding the team from 17 to 39 Premier Bankers.
- Facilitated successful adoption and integration of Consumer Direct Lending Team.
- Elevated virtual coaching capabilities through development of Premier Banker/Advisor Development Series and Pathways Program.
- Led creation of new affluent brand offering during 2020-2021 Affluent Strategy Field Advisory Forum.
- Contributed to national calls, sharing team best practices at the enterprise level.
Regional Bank Premier Banker, V.P.
Wachovia, Wells Fargo & Wells Fargo Advisors
05.2006 - 03.2018
- Acquired, retained, and expanded relationships with affluent clients, including ultra-high-net-worth individuals and business owners.
- Achieved consistent year-over-year recognition as top performer in Pinnacle Club.
- Collaborated strategically with partners and leaders across various business lines.
- Led National Council team for special products, launching Regional Bank Private Banker business plan.
- Coached and mentored Premier and licensed bankers to enhance performance.
- Average of four community events monthly to strengthen client engagement.
- Served as panelist for two years in Regional President's Affluent Town Hall Licensed Banker Path Program.
Education
Bachelor of Arts - Psychology - Summa Cum Laude
Montclair State University
Montclair, NJCFP Program
Fairleigh Dickinson University
Skills
- Achievement-oriented with Growth mindset
- Cross-functional collaboration
- Team and individual coaching
- Performance management
- Stakeholder engagement
- Client-centric financial planning
- Market strategy execution
- Strategic partnerships
Certification
- Series 66
- Series 7
- Series 9
- Series 10
Executive Leadership Training
- Situational Leadership
- Flawless Consulting
- Strategic Leadership Communication
- Extraordinary Leader
- Crucial Conversations
Community Involvement
- American Cancer Society
- St. Jude's Children Research Hospital
- Habitat for Humanity
Timeline
Branch Leader Supervisory Principal
Fidelity Investments
07.2023 - 11.2024
Regional Affluent Business Leader, V.P.
Wells Fargo & Wells Fargo Advisors
03.2018 - 07.2023
Regional Bank Premier Banker, V.P.
Wachovia, Wells Fargo & Wells Fargo Advisors
05.2006 - 03.2018
Bachelor of Arts - Psychology - Summa Cum Laude
Montclair State University
CFP Program
Fairleigh Dickinson University
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