Sheila Strickland
UBS Financial Services
Katy,TX
1
Certification
21
years of professional experience
Transformational leader with executive experience driving change across organizations. Expertise in implementing strategic initiatives that enhance operational performance and support growth. Strong collaborator focused on aligning teams with organizational goals while fostering a positive workplace culture that empowers innovation.
Work History
Vice President Regional Planning Consultant
2 Years 10 Months- Provide strategic leadership and subject-matter expertise across wealth management, retirement, advisory solutions, insurance, and complex client planning needs.
- Partner with branch leaders to translate business priorities into actionable coaching strategies, reinforcing accountability, consistent execution, and measurable performance improvement.
- Coach and develop VPFC's, FC's, PC's, Rm's through individualized coaching plans focused on consultative engagement and leveraging the CPX skills and coaching guides to facilitate the coaching partnership alongside the Branch Leaders.
- Leveraged performance insights and coaching data to identify trends and prioritize development opportunities, enhancing advisor productivity and client experience.
V.P. Private Wealth Advisor CEPA
5 Years 4 Months- Assisted clients with institutional sized balance sheets in growing, preserving, and transferring wealth.
- Provided wealth management services at UBS Financial Services.
- Led strategic planning initiatives to enhance client service delivery and operational efficiency.
- Directed cross-functional teams to implement innovative financial solutions for diverse client portfolios.
- Cultivated relationships with key stakeholders to drive growth and maximize revenue opportunities.
V.P. Wealth Management Advisor
1 Year 10 Months- I was recruited by Brian Lamb to assist in standing up Fifth Third's minority focused wealth management initiative, alongside Joel Stone, Kala Gibson, et al. We exceeded the desired revenue target in year one and were granted the opportunity to build the strategy into four additional markets.
- Fifth Third Bank is a National Bank headquartered in Cincinnati, Ohio.
- Led strategic initiatives to enhance client engagement and satisfaction across diverse wealth management services.
V.P. Client Advisor III
1 Year 2 Months- I was recruited by Andy Hagedorn and Kevin Jones to help build out the Cincinnati wealth management division. Mentored incoming advisors and fostered partnerships with retail and commercial divisions for referral opportunities.
- Huntington is a National Bank headquartered in Columbus, Ohio.
- Directed cross-functional teams to implement innovative financial products, driving market competitiveness and client retention.
V.P. Private Banker
12 Years 6 Months- Ranked in top 10% for national sales and leadership while managing 21 retail branches, generated significant revenue through net new client inflows in Private Bank
- Represented JPMC brand across retail banking and institutional investing through JP Morgan relationship.
- Directed wealth management strategies to enhance client portfolios and drive business growth.
- Led cross-functional teams to implement innovative financial solutions for high-net-worth clients.
- Cultivated strong relationships with clients, ensuring personalized service and satisfaction.
Education
Business Management - Finance
- Courses
- Business Management/Finance
MBA - Finance
Skills
Coaching
Client relations
Results-driven
Leadership
Strategic planning
Coaching
Collaboration
Client engagement
Growth Mindset
Certification
CEPA, PCC, series 66 and 7
Timeline
Vice President Regional Planning Consultant
Fidelity Investments
11.2023 - CurrentRead More
V.P. Private Wealth Advisor CEPA
UBS Financial Services
05.2021 - CurrentRead More
V.P. Wealth Management Advisor
Fifth Third Private Bank
07.2019 - 05.2021Read More
V.P. Client Advisor III
Huntington National Bank
05.2018 - 07.2019Read More
V.P. Private Banker
JP Morgan Private Bank, JPMC, Bank One
09.2005 - 03.2018Read More
University of Cincinnati
Business Management from Finance
Read More
Xavier University
MBA from Finance
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Personal Information
Title: V.P. Private Wealth Advisor CEPA