Seeking a challenging position in the field addiction recovery, which will take advantage of my interpersonal, analytical, problem solving, and leadership skills.
Overview
20
20
years of professional experience
Work History
Director of Admissions
Pacific Bay Recovery
San Diego
07.2020 - 04.2024
Conducted regular evaluation of admission policies and procedures, making necessary adjustments to maintain alignment with institutional objectives.
Served as primary contact for coordination of application screening and tracking, visit and interview arrangement and marketing communications.
Increased enrollment rates by developing and implementing strategic recruitment initiatives.
Served as a liaison between prospective students, families, faculty, and administration throughout the admissions process, facilitating seamless communication among all parties involved.
Affluent Segment Leader
Wells Fargo Bank
10.2015 - 06.2020
Responsible for influencing and leading the success of Wells Fargo’s Affluent Customer Strategy (ACS)
Four focus areas of Customer Experience, Team Member Experience, Risk Management and Growth
Responsible for building a strong regional partnership between Community Banking and Wealth and Investment Management, as well as other key partner businesses such as Business Banking, Home Mortgage (and Private Mortgage Banking) and Wells Fargo Insurance
Conducted regular meetings with Premier Bankers, involving key partners as appropriate
Served as the subject matter expert on Affluent segment tools and resources
Encourage and, as appropriate, facilitate ongoing Premier Banker learning and development
Coordinated regularly with Branch Managers, District Managers, Region Bank Presidents, and Wealth and Investment Management partners to maintain Affluent focus and drive the Affluent strategy
Meet on a regular basis with Community Bank leadership to review performance trends and partnership opportunities
Support the career development of Premier Bankers by partnering with their Branch Manager to ensure a robust development plan is created and discussed regularly.
Branch Manager 4
Wells Fargo Bank
11.2010 - 10.2015
Managed two retail sales and service Branches
My primary goal is to serve the customers total financial service needs by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments
Trained and coached a successful sales team through the development of staff as a competitive advantage
Responsible for effective staff salary administration
Develops and administers budgets, business development goals and objectives, staffing models, schedules and performance standards
Branch Manager 4 - Vice Chair to Northern California Diversity Council
Wells Fargo Bank
06.2007 - 11.2010
Managed two retail sales and service Branches
My primary goal is to serve the customers total financial service needs by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments
Trained and coached a successful sales team through the development of staff as a competitive advantage
Responsible for effective staff salary administration
Develops and administers budgets, business development goals and objectives, staffing models, schedules and performance standards.
Branch Manager 3
Wells Fargo Bank
04.2005 - 06.2007
Managed retail sales and service function
My primary goal was to serve the customers' total financial service needs by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments
Trained and coached a successful sales team through the development of staff as a competitive advantage
Responsible for effective staff salary administration
Develops and administers budgets, business development goals and objectives, staffing models, schedules and performance standards.
Personal Banker I
Well Fargo Bank
02.2004 - 12.2004
Sold retail banking products and services to customers and prospects
Managed customer portfolio, services relationships and cross-sells all products and services
Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business
Developed and maintained good relationships with Wells Fargo partners to maximize sales opportunities to help achieve minimum sales standards
Uses profiling tools to identify cross sell opportunities.
Education
B.S. Management Information Systems -
California State University, Sacramento
12.2002
Minor in Communication Studies -
California State University, Sacramento
12.2002
Skills
Enrollment forecasting
Higher Education Knowledge
Compliance Monitoring
Collaborative Problem-Solving
Budget Administration
Technological proficiency
References
Available upon request
Timeline
Director of Admissions
Pacific Bay Recovery
07.2020 - 04.2024
Affluent Segment Leader
Wells Fargo Bank
10.2015 - 06.2020
Branch Manager 4
Wells Fargo Bank
11.2010 - 10.2015
Branch Manager 4 - Vice Chair to Northern California Diversity Council
Director of Admissions at Thomas Jefferson University – Sidney Kimmel Medical CollegeDirector of Admissions at Thomas Jefferson University – Sidney Kimmel Medical College