William Sullivan
Billerica,MA
Summary
Multi-talented business leader bringing 15 years of experience as successful Financial Services Manager. Strategic problem solver and change manager. Visionary executive implements plans that meet current and future needs. Key expertise in the Financial Services industry.
Overview
20
20
years of professional experience
Work History
VP Sr. Client Experience Manager
Cambridge Trust Company
Burlington, MA
05.2022 - Current
- Designed and Built tangible metrics for Client Experience
- Created and implemented business basics, discovery conversation, and business development trainings throughout the division
- Developed and executed strategic plans to support the vision of the organization.
- Organized special projects such as corporate events or client/prospect development opportunities.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
- Cultivated a culture of collaboration among department heads to facilitate cross-functional project execution.
Vice President- Head of Retail
Middlesex Federal Savings
Somerville, MA
08.2021 - 05.2022
- Developed and executed strategic plans to support the vision of the organization.
- Formulated policies that improved operational efficiency and productivity.
- Negotiated contracts with vendors for services, products and supplies.
- Managed financial operations, overseeing budgeting, forecasting and financial analysis activities.
- Oversaw human resources functions such as recruitment, employee relations, training and benefits administration.
- Established performance standards for staff members in order to drive productivity levels up.
VP Branch Manager
Rockland Trust
Melrose, MA
02.2015 - 08.2021
- Successfully piloted branch concept leading to nearly 300% growth over 5 years
- Transition partner during acquisition ensuring process, procedure and sales achievement success
- Achieved years of investment sales success that has translated into developing peer/branch training throughout my district
- Consistent and balanced production resulting in multiple leadership groups annually
- 2020 Branch Manager of the Year achievement
- Mentor to new managers as well as candidates in the management training program
- Retail Liaison for Salesforce training, design, integration and roll out
AVP, Branch Manager
Eastern Bank
08.2013 - 02.2015
Branch Manager III
Santander Bank, N.A.
09.2012 - 08.2013
Assistant Banking Center Manager/Change Management Consultant
Bank of America
Burlington, MA
06.2010 - 09.2012
Education
MBA, Business Administration and Management, General -
University of Massachusetts Lowell
BA, Management and Leadership -
Marietta College
Skills
- Collaborative Problem Solving
- Performance Monitoring and Evaluation
- Budget Administration
- Project and Vendor Oversight
- Coaching and Mentoring
- Management
- Sales Leadership
- Public Speaking
- Process Improvement
- Business Development
Honors Awards
Branch Manager of the Year 2020 - Rockland Trust Company, 03/2021
References
References available upon request.
Timeline
VP Sr. Client Experience Manager
Cambridge Trust Company
05.2022 - Current
Vice President- Head of Retail
Middlesex Federal Savings
08.2021 - 05.2022
VP Branch Manager
Rockland Trust
02.2015 - 08.2021
AVP, Branch Manager
Eastern Bank
08.2013 - 02.2015
Branch Manager III
Santander Bank, N.A.
09.2012 - 08.2013
Assistant Banking Center Manager/Change Management Consultant
Bank of America
06.2010 - 09.2012
MBA, Business Administration and Management, General -
University of Massachusetts Lowell
BA, Management and Leadership -
Marietta College
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