STUART W. PATTISON
Sales Leardership
Greenwood Village,Colorado
Summary
Sales Management | Operations Management | Business Development PROFESSIONAL SUMMARY Result-oriented and accomplished Leader delivering 35+ years of unprecedented success in all aspects of C-level executive management specializing in sales operations, business strategy and operations, revenue generation, and cross-functional team management. Endowed with strong background in driving sales, boosting revenue, influencing market share, implementing sales plans and improving profitability. Demonstrated success in identifying and realizing target areas with which a business can extend operations, implementing sales strategies and acquiring new market opportunities. Astute business strategist with proven success in enhancing operational efficiency, introducing sales solutions, streamlining business processes, and implementing initiatives. Hands-on leadership skills in forging and sustaining high-performance teams that consistently deliver superior services. A high level of professionalism, and commitment to achieving goals to a high standard.
Overview
37
37
years of professional experience
Work History
Commercial Insurance Advisor
CCIG
Denver, CO
01.2023 - Current
- Maintaining business contacts and strengthen direct sales abilities while respecting non-compete
- Leverage expertise to assess clients' insurance needs, identify coverage gaps, research options, secure comprehensive coverage, service policies, file claims, conduct reviews, answer questions, provide ongoing support and advice, and ensure tailored policies.
EXECUTIVE VICE PRESIDENT / FRONT RANGE REGIONAL MANAGER
TBK Bank
Denver, CO
01.2017 - 01.2023
- Provide recognizable leadership and management to business and fully responsible for day to day running of various departments including Commercial Lending, Business Banking, Consumer Lending, and Treasury Management spread throughout 33 Branch locations
- Consistently drive performance as the top individual producer while leading the team in new business generation
- Develop work plans, schedules, project cost and time estimates, resource plans, and status reports, including the identification of risks and issues
- Review and analyze monthly operational and overhead expenses to strategize areas to improve efficiency and manage costs
- Develop business plan and sales strategy for the market that ensures attainment of company sales goals and profitability focus on loan and deposit growth, cross sell, retention, and business development
- Collaborate in the development of the business plans to understand performance needs, financial, operational and client experience goals
- Develop a solid and trusting relationship between the Metro Denver community and company and anticipated key account changes and improvements
- Revamped strategies by analyzing financial data and identifying clients' evolving needs, to optimize the utilization of TBK's products and services
- Championed and executed three lucrative bank acquisitions in Colorado
- Supervised, directed, and mentored a team of 26 lenders in Colorado and Texas to drive exceptional results
- Key Achievements
- Resolved and managed a staggering $130 million in troubled and watch credits within just three years, showcasing exceptional financial acumen and expertise
- Oversee a $1.2 billion loan portfolio and $1.6 billion deposit base, consisting of moderate to complex relationships, while maintaining strict adherence to company policies and procedures
- Spearheaded a company-wide restructuring, delivering remarkable double-digit revenue growth over the last three years, by prioritizing top-line revenue growth
- Championed the company's culture and strategy as a dynamic Market Leader, delivering successful execution and implementation of innovative business initiatives
- Drove the successful merging of three community banks into a single franchise, serving as a pivotal change manager to cultivate a new and dynamic culture
- Achieved annual savings of $2.2MM, primarily through FTE reductions, within just two years, showcasing strong fiscal prudence and resourcefulness
- Achieved optimal service delivery and efficiency through a comprehensive team restructuring, paving the way for sustained business growth
- Developed and implemented a powerful retention/growth plan, effectively addressing negative financial trends and surpassing budget expectations for the last four years.
PRESIDENT / CHIEF EXECUTIVE OFFICER
Northstar Bank
Denver, CO
01.2013 - 01.2017
- Shouldered full responsibility for managing the Colorado market and overseeing all aspects of a $650M-size bank, including Commercial, Retail Branch Network, Financial, Credit, Human Resource, Business Banking, Treasury Management teams, and operations
- Devised and executed a comprehensive sales management strategy and operations plan, resulting in remarkable growth and profitability for the company
- Developed and implemented effective sales plans and processes, driving revenue growth and exceeding target goals
- Leveraged exceptional leadership skills in managing and supervising four regional market presidents, as well as overseeing 17 branch locations throughout the state
- Demonstrated sound judgment and expertise in assessing merger and acquisition opportunities in the market, ensuring successful execution and integration
- Optimized sales and operational efficiency by streamlining processes and prioritizing strategic initiatives
- Cultivated dynamic sales culture, fostering engagement and collaboration among teams and stakeholders
- Expanded loan growth, workouts, deposit strategy, and relationship development initiatives, driving sustained growth and profitability
- Key Achievements
- Chaired the weekly Colorado Loan Committee, expertly evaluating and approving loan requests and ensuring compliance with company policies and procedures
- Spearheaded the merging of two weak banks into a single franchise, serving as a major change agent in cultivating a strong, unified culture
- Successfully reduced full-time equivalent (FTE) by 60 within three years, while simultaneously increasing outstanding loans, boosting tip line review, and reducing expenses
- Demonstrated exceptional leadership skills in expertly leading two federally regulated exams in 2014 and 2015, ensuring compliance and minimizing risk exposure
- Dramatically boosted Colorado market net income, driving a more than $6M turnaround from negative earnings
- Tripled fee income, increased loans from a negative trend to over 24%, and reduced expenses by an annual average of more than $1.5 million, driving sustained profitability and market leadership.
PRESIDENT / CHIEF EXECUTIVE OFFICER
Commerce Bank
Denver, CO
01.2009 - 01.2013
- Pioneered and successfully led the expansion of the Colorado market, managing all aspects of the Retail, Private, Commercial, Business Banking, and Treasury Management teams
- Expertly led the implementation of sales strategies, overall growth, and state expansion, driving sustained profitability and market leadership
- Provided hands-on support to company sales activities by creating and implementing aggressive sales strategies for market growth, resulting in increased revenue and expanded market share
- Built and led an Advisory Board comprised of 10 influential leaders in Colorado, driving strategic decision-making and market positioning
- Conducted thorough assessments for merger and acquisition opportunities within the market, ensuring strategic alignment and potential for growth and profitability
- Individually managed a portfolio and attended the majority of all commercial sales calls, fostering strong client relationships and driving sustained growth and profitability
- Key Achievements
- Achieved recognition for doubling the loan portfolio within 18 months, surpassing targets to reach over $245M in loans, $225M in deposits, and more than 400 clients with net income exceeding $3.5M
- Transformed Colorado into the fastest-growing market in the company for three consecutive years, showcasing exemplary performance in management and operations.
President
KeyBank
Denver, CO
01.2005 - 01.2009
- Oversaw the community bank of Colorado including four management teams; Commercial, Retail, Business, and Private Banking
- Managed $1.7B deposits, $1.4B loans, 53 branch locations, and 450+ employees
- Built processes for an underperforming district to increase revenue by 2.6%, deposits by 6%, and loans by 1.4% while decreasing expenses by 4.2% in 2007
- Increased revenue by 3.7%, contribution margin by 5.7%, loans by 4.1%, and deposits by 5% in 2008 while minimizing expenses by 3.9%.
Regional Business Banking Manager / Senior Vice President
Compass Bank
Denver, CO
01.2001 - 01.2005
- Managed a high-performing team of 10 commercial lending originators, 5 deposit specialists, and 3 underwriters who supported 32 retail bank branches in Colorado's metro and community markets
- Directed the creation of new commercial lending and business deposit products to support businesses with annual sales of $10 million and below and lending needs of $2,500,000 and less
- Retained and managed a growing $87 million small business lending portfolio and over 3,000 business relationships.
US Bancorp
Denver, CO
01.1990 - 01.2001
Regional Business Banking Sales Manager,District Manager / Senior Vice President, District Sales Manager, Sales Manager, Branch Manager, Relationship Manager, Bank President / Relationship Manager
Bankers Finance, Presidential Saving Bank
, Washington
01.1987 - 01.1990
Education
Master of Business Administration - Marketing
Bachelor of Science - Business Administration
Old Dominion University,
Norfolk, VA 05.2001 -
MBA -
Colorado State University
Fort Collins, CO 05.2001 -
Skills
Direct Sales Sales Leadership Sales Performance Operations Management Business Operations Revenue Generation Portfolio Management Credit Operations Customer Acquisition & Retention Inventory Control Human Resource Financial Management Budgeting & Forecasting Market Research & Analysis Strategic Planning Profit & Loss Management Risk Assessment Training & Development Process Improvement Relationship Development Performance Managementundefined
Affiliations
Board Member, Metro Denver Chamber of Commerce
Board Member and Former Chair, Denver Sport Commission
Board Member/Finance Committee Member/Treasure/CEO Search Committee, Denver Rescue Mission
Current Chairman of the Board, Colorado History Day
Executive Board Member, Colorado Bankers Association
Former Fundraising Chairman, Step-up for Cancer
Former Executive Board Member, Aurora EDC
Former Member, Denver Mayor Economic Council
Former Board Member, Metro Denver EDC
Former Executive Board Member, Boys and Girls Club
Former Chair, Executive Board Member, Downtown Visual Arts
Stuart Pattison Page 1 of 2
Timeline
Commercial Insurance Advisor
CCIG
01.2023 - Current
EXECUTIVE VICE PRESIDENT / FRONT RANGE REGIONAL MANAGER
TBK Bank
01.2017 - 01.2023
PRESIDENT / CHIEF EXECUTIVE OFFICER
Northstar Bank
01.2013 - 01.2017
PRESIDENT / CHIEF EXECUTIVE OFFICER
Commerce Bank
01.2009 - 01.2013
President
KeyBank
01.2005 - 01.2009
Bachelor of Science - Business Administration
Old Dominion University,
05.2001 -
MBA -
Colorado State University
05.2001 -
Regional Business Banking Manager / Senior Vice President
Compass Bank
01.2001 - 01.2005
US Bancorp
01.1990 - 01.2001
Regional Business Banking Sales Manager,District Manager / Senior Vice President, District Sales Manager, Sales Manager, Branch Manager, Relationship Manager, Bank President / Relationship Manager
Bankers Finance, Presidential Saving Bank
01.1987 - 01.1990
Master of Business Administration - Marketing
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