Summary
Overview
Work History
Education
Skills
Volunteer
Timeline
Generic

Tad Spencer

Marietta,GA

Summary

With over 20 years in sales, wealth management, credit analysis, and entrepreneurship, my career trajectory has been defined by making complex topics simple and forging lasting connections. My journey has not been directly centered on the aging population; however, my personal experiences have recently sharpened my focus on enhancing senior living. These recent experiences, alongside my professional background in handling complex financial discussions and a genuine commitment to the well-being of seniors, align with Rendever's mission to improve lives. Having navigated complex financial landscapes, I see immense value in making advanced solutions accessible and meaningful, especially for seniors. My board experience has given me a unique perspective on community needs and non-profit management, which augments my commitment to improving lives. This, combined with my firsthand understanding of the challenges faced by aging family members, has solidified my desire to be part of enhancing the lives of the elderly through innovation.

Overview

21
21
years of professional experience

Work History

Owner

Tad’s Tasty Treats Catering
Atlanta , GA
12.2011 - 12.2023
  • Spearheaded a full-service catering company, winning several awards and serving prestigious clients like CDC and Coca-Cola.
  • Led a diverse team to execute large corporate and private events, enhancing customer satisfaction and business growth.
  • Innovated custom menus and event planning services, focusing on exceptional service and memorable experiences.
  • Utilized social media for brand promotion, significantly increasing revenue and market presence.
  • Managed financial operations, including budgeting, payables, receivables, and payroll, ensuring business profitability.

VP/Private Banking Relationship Manager

Northern Trust
Atlanta , GA
08.2006 - 11.2011
  • Managed and expanded high-net-worth client portfolios, offering comprehensive banking and investment services.
  • Developed new business relationships and broadened existing ones, contributing to the bank’s profitability.
  • Negotiated complex loans and leases, applying rigorous credit analysis and policy adherence.
  • Monitored client creditworthiness, maintaining a high-quality loan portfolio.
    Completed an extensive credit training program, enhancing skills in credit analysis and customer relationship management.

AVP/Sales Development Manager

Wells Fargo & Company
San Francisco , CA
07.2002 - 07.2006
  • Led a dynamic team of licensed bankers, focusing on developing their skills in cross-selling investment products to retail banking clients, significantly enhancing the team's sales performance and client satisfaction.
  • Implemented innovative sales strategies and training programs that resulted in measurable increases in investment product sales, contributing to the overall success and profitability of the retail banking sector.

Education

Credit & Analysis Training -

Wells Fargo Bank
San Francisco, CA

Credit Training Program -

Northern Trust
Chicago, IL

Finance

University of Charleston
Charleston, WV

Skills

  • Business Development & Strategic Planning
  • Customer Relations & Engagement
  • Digital Literacy & Tech Savvy
  • Empathy & Social Awareness
  • Innovative Problem Solving
  • Community Engagement & Outreach
  • Interpersonal Communication
  • Sales Development
  • Financial Analysis & Wealth Management
  • Entrepreneurship & Business Management

Volunteer

ORGANIZATION & BOARD HISTORY: YMCA of Costa Mesa, Board of Directors ** Rotary Club of Buckhead, Member ** Maynard Jackson Youth Foundation, Board of Directors ** Bronze Lens Film Festival Advisory Board ** The Edge Kitchen, Board of Directors ** Georgia Lawyers for the Arts, Board of Directors

Timeline

Owner

Tad’s Tasty Treats Catering
12.2011 - 12.2023

VP/Private Banking Relationship Manager

Northern Trust
08.2006 - 11.2011

AVP/Sales Development Manager

Wells Fargo & Company
07.2002 - 07.2006

Credit & Analysis Training -

Wells Fargo Bank

Credit Training Program -

Northern Trust

Finance

University of Charleston
Tad Spencer