Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

THEODORE OLA

North Huntingdon,PA

Summary

A dedicated service member and goal-oriented leader. An experienced private banker who demonstrates common sense leadership and empowers others through collaboration, communication, and cooperation. Solves problems by recognizing patterns and continuously developing the situation while implementing positive thinking and direct action—self-driven who constructs positive feedback loops and anticipates the organization's needs.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Staff Operations and Training

US Army
06.2021 - 05.2024
  • Coordinated and communicated operational and warning orders, while ensuring smooth logistical support among federal agencies and local authorities to accomplish effective and realistic training.
  • Assessed the working environment by drawing on strategic planning expertise and insight to anticipate its impact on achieving team objectives.
  • Provided guidance to command teams on how to effectively handle risks during training and operations, making sure to strike the right balance between caution and feasibility.
  • Led the development and implementation of unit mobilization strategies and actively participated in educational programs and conferences.
  • Responsible for overseeing valuable and sensitive equipment worth over $500,000.
  • Received "Most Qualified" on performance evaluations.

Liaison Officer (LNO)

US Army
02.2019 - 06.2021
  • Enhanced written communication among organizational components to ensure shared understanding and consistency in purpose and action as a member of the Department of Defense Chemical, Biological, Radiological, and Nuclear (CBRN) response team.
  • Supported organizational goals by coaching and prioritizing critical information exchanges among team members, and improving the efficiency of monthly and quarterly sensitive item inventories by 50%.
  • Investigated pertinent staff issues thoroughly and implemented appropriate tactics and decision-making for a quick resolution.
  • Received a rating of "Highly Qualified" during deployment readiness exercises.

Retail Sales Manager

VP, Bank of America's Global Wealth Management Division
02.2017 - 02.2019
  • Recruited, hired, and trained seven new employees in ten months meeting market hiring goals.
  • Trained Wealth Management Lending officers in credit policies, risk management, financial analysis, and client service best practices, resulting in a 35% increase in the Quality Document Control metric from 50% to 85%.
  • Coached new sales associates on product specifications, and selling techniques, significantly improving "First Touch" underwriting credit approval.
  • Resolved complex underwriting guidelines for multiple high-net-worth client relationships by effectively working within credit risk policies, leading to $2 million of net new assets.

Wealth Management Banking Services Advisor

AVP, PNC Financial Services
12.2010 - 02.2017
  • Successfully managed 100 client relationships with assets ranging from $1 million to $10 million and varied private banking needs.
  • Provided exceptional client-focused service through prompt response times, and empathetic listening skills, and delivered clear communication of complex financial concepts.
  • Utilized referrals from existing clients, the PNC Bank system, other PNC lines of business, and external centers of influence, achieving sales goals in banking and investment management.
  • Developed junior advisors on best practices for improving relationship-building dialogue and enhancing customer satisfaction.

Education

Bachelor of Science - Business Administration w/ CONC Organizational Leadership

Southern New Hampshire University
Online
12.2020

Skills

  • Neuroticism (Low)
  • Extraversion (Very High)
  • Openness (Very High)
  • Agreeableness (Average)
  • Conscientiousness (Very High)
  • Perseverance
  • Reliable
  • Hardworking
  • Analytical and Critical Thinking

Certification

  • FINRA - Securities Industry Essentials
  • Financial Management - Cornell University (online)
  • Biochemical Principles of Energy Metabolism - Korea Advanced Institute of Science and Technology (online)
  • Foundations of Cybersecurity - Google (online)
  • Master Fitness Trainer - US ARMY (590 ACFT score)
  • Security Clearance - Secret-level - US ARMY




Timeline

Staff Operations and Training

US Army
06.2021 - 05.2024

Liaison Officer (LNO)

US Army
02.2019 - 06.2021

Retail Sales Manager

VP, Bank of America's Global Wealth Management Division
02.2017 - 02.2019

Wealth Management Banking Services Advisor

AVP, PNC Financial Services
12.2010 - 02.2017

Bachelor of Science - Business Administration w/ CONC Organizational Leadership

Southern New Hampshire University

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THEODORE OLA