Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Nancy Graham

Lake Zurich,IL

Summary

Strategic-thinking professional with expertise driving business growth to exceed expectations. Expert in Wealth Management and talented coach and mentor. Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

39
39
years of professional experience
1
1
Certification

Work History

Senior Vice President, Director

Fifth Third Private Bank
08.2019 - 12.2023
  • Management and direction of Wealth Advisory, Private Banking, Trust Administration, Investment Management, and associate team.
  • Develop and grow referrals of Wealth prospects from internal teams including, commercial, business banking, capital markets.
  • As a player/coach, manage personal book of business and continue to grow overall business.
  • Identified opportunities to improve business process flows and productivity.
  • Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
  • Managed financial, operational and human resources to optimize business performance.
  • Developed, coached and provided feedback to top-performing teams using strong leadership and analytical thinking skills.
  • Hired and trained Wealth team to drive new business for company, recruiting, training and implementing internal sales team to identify and close opportunities.
  • Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.
  • Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.

Managing Director/ Wealth Advisory

MB Financial Bank
05.2016 - 08.2019
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals.

Director, Private Wealth Advisor

BMO Private Bank
04.2010 - 05.2016

VP Private Banking

AMCORE Bank
04.2004 - 04.2010

Vice President, Private Banker

National City Bank
08.2001 - 04.2004

VP Market Manager

Old Kent Bank
10.1999 - 04.2001

EVP

Citibank
06.1985 - 10.1999

Education

Finance -

Roosevelt University

Certificate of Financial Planning -

Boston University
01.2013

Skills

  • Strategic leadership
  • Client Relationship Building
  • Departmental Coordination
  • Client Engagement

Certification

Certified Financial Planner

Timeline

Senior Vice President, Director

Fifth Third Private Bank
08.2019 - 12.2023

Managing Director/ Wealth Advisory

MB Financial Bank
05.2016 - 08.2019

Director, Private Wealth Advisor

BMO Private Bank
04.2010 - 05.2016

VP Private Banking

AMCORE Bank
04.2004 - 04.2010

Vice President, Private Banker

National City Bank
08.2001 - 04.2004

VP Market Manager

Old Kent Bank
10.1999 - 04.2001

EVP

Citibank
06.1985 - 10.1999

Finance -

Roosevelt University

Certificate of Financial Planning -

Boston University

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Nancy Graham