
Ambitious Wealth Management Executive with excellent leadership and team building skills. Highly effective at promoting positive relationships and building capable teams. Track record of improving overall operations, reducing overhead and increasing corporate value. Strategic Manager with experience leading and overseeing Wealth Management and Assets business activities. Strong history of devising precise and targeted business processes, managing costs, reviewing performance and driving change. Forward-thinking leader with expertise in setting goals, quality standards and growth initiatives while leading quick and efficient attainment of objectives. Serviced-focused General Manager dedicated to delivering positive customer experiences to promote loyalty and repeat business. Sales leader with sound judgment, good planning abilities and interpersonal communication strengths.
Budget development
Performance improvement
Business Development
Operations management
Wealth Management
Business development and planning
Performance improvements
Goal Setting
Team development
New Business Development
Systems and software programs
Strategic planning
Staff Management
Goals and performance
Database Management
Vendor management
Direct sales
Product and service sales
Empowers high-performing sales teams
Banking product sales