Senior Financial Services Executive; successful leading strategic priorities, growth initiatives and merger integrations as operating executive and as Board Director. Career experience includes Executive Committee and senior management roles leading National Sales groups, Marketing and Client ...more

Senior Financial Services Executive; successful leading strategic priorities, growth initiatives and merger integrations as operating executive and as Board Director. Career experience includes Executive Committee and senior management roles leading National Sales groups, Marketing and Client Communications groups, managing businesses including Retirement Services, Financial Planning, Global Stock Plans, Brokerage-based Banking with Deposits and Cards. Advanced through the Smith Barney field organization managing at the Branch and Region levels. * Innovative development and effective execution of strategic initiatives * Working across large and diverse organizations * Building teams and leading effective collaboration * Focus on measurable results and lasting impact *less