Versatile Financial Services leader and consultant with 30+ years of experience in creating, leading, and growing banking and financial services businesses. Pivoted recently to leverage that expertise for a professional services firm, working to address strategic, regulatory, infrastructure, financial, growth and compliance agendas at complex bank and financial services firms. Extensive experience working directly with and leading sales and client serving professionals serving Ultra High Net Worth, Multi-generational clients, and Business Owners on Wealth Transfer Planning and Investment Strategies and Estate Planning. Strategic advisor to C-suite at large corporate clients providing access to credit markets and financial services. Successful track record of leading teams as a player/coach in professional services, wealth management, lending, trust administration and financial planning businesses within large bank and smaller trust company environments. Experience includes P/L responsibility, budgeting and forecasting, compliance, high performing talent acquisition and management, cost management, process design and implementation. Known as a creative problem-solver and change management leader with excellent communication, leadership and relationship building skills with colleagues and senior leadership up, down and across business lines as well as in the outside professional community. Active in the community, including service on several not-for-profit boards.
Associate Director, Financial Services Organization
Ernst & Young