Results-driven business leader with 15 years of sales experience, including 11 years as Vice President Branch Manager. Led teams of up to 18 professionals and managed portfolios of up to $800 million. Focused on building client relationships and achieving business growth in challenging and affluent markets.
Overview
4
4
Languages
17
17
years of professional experience
Work History
Executive Director of Operations
City Hills Church
Boerne, Texas
06.2024 - Current
Provided leadership for cross-functional teams to manage projects from conception through implementation.
Evaluated operational processes, identifying specific areas for improvement to optimize performance.
Analyzed data to identify trends in order to develop solutions for operational problems.
Developed policies that enhanced operational efficiency, fostering a more effective church community.
Facilitated communication between staff, volunteers, and church leadership.
Coordinated cross-departmental efforts to align with organizational objectives and ensure timely project completion.
Vice President (VP) Branch Manager
JP Morgan Chase Bank NA
Charlotte, North Carolina
10.2009 - 05.2024
Completely turned around a bottom ranked branch that had declining growth within every area of the bank. Produced an end result of 350% growth attainment resulting in my branch being #1 within my region multiple years.
Led market growth initiatives that expanded investment, deposit, and credit card business amongst multiple regions.
Consistently achieved top performance rankings among peer groups across multiple regions.
Earned Outstanding Performance Award for business multiple years for growth and leadership excellence.
Managed client portfolios valued at up to $800 million in deposits and investment assets.
Collaborated and developed sales teams focused on delivering exceptional client experiences and achieving ambitious business goals resulting in millions in net worth asset growth.
Developed strong relationships with affluent individuals, families, and business owners through consultative conversations and solution-based recommendations.
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Executive Director of Operations at ZP Group | Parent Company of Piper Companies & Zachary Piper SolutionsExecutive Director of Operations at ZP Group | Parent Company of Piper Companies & Zachary Piper Solutions