Financial professional with 20+ years experience in banking and financial services. Proficient in managing, marketing and administering institutional investment and trust products and services, private banking and wealth management programs, and wholesale and retail brokerage services. Strategic thinker who quickly grasps the big picture. Recognizes and involves all relevant stakeholders in multi-channel distribution and across the enterprise to ensure successful rollout and product acceptance.

Leader and strong mentor; accomplished executive presentation skills. Savvy program manager and team leader who successfully integrates technology tools with the business to solve problems and enhance the bottom line. Extensive experience developing and delivering training and leadership programs for small business owners, entrepreneurs, non-profits, and nongovernmental organizations in the US and abroad.

• Team leader for launch of account management software and internet trading applications; client was institutional broker for 6500 institutional firms with 8000 locations. Oversaw development and distribution of collateral, print and electronic client communications, and newsletters; created and led client services training sessions; managed vendor trade shows, client presentations, and demonstrations.
  
  
• Designed, managed, and implemented debit card marketing programs for major US bank including ATM and Check Card facilities for business and consumer markets in 23 states, with site-specific internet access for 50 states. Created co-branded programs to optimize usage and penetration, and generate increased partnership revenue. Results: met conversion timelines in all markets; penetration rates increased in 85% of the target markets. Annual usage goals (lift) met in all regions.
  
  
• Project coordinator for multilateral bank to fund micro-enterprise development, vocational training with technology upgrades, and semi-professional job placements in Latin America.
  
  
• Led sweepstakes campaign to build employees’ awareness of ATM and Check Card campaign. Developed collateral; acted as liaison with agency handling creative development; crafted and distributed communications; managed sweepstakes hotline; oversaw awarding of cash prizes; and reported results to payroll and finance groups.
  Results: Online traffic to debit card intranet site increased sevenfold in one month.
  

• Managed relationships for affluent individuals with average portfolio size of $2 MM; led business development and account management for retirement plans, foundations, and other institutional investors and providers.
  
  
• Contributed significantly to start-up of division by designing and implementing multi-manager investment strategies; oversaw selection of managers and advisors. Exceeded annual goals for assets under management and client retention and satisfaction.
  
  
• Conducted quarterly seminars on trust and investment services for clients, prospects, professional associations, foundations, and civic groups. Founded Bank of San Francisco Women and Finance Advisory Board. Enhanced the bank’s image and increased new business for key bank units, including deposits, loans, stock brokerage and custody services.
  
  

• Relationship manager and business development officer for personal trust and employee benefit services. Implemented a marketing program throughout the branch network in the Greater Bay Area.
  
  
• Introduced new IRA product with investments in mutual funds, providing more attractive and competitive choices for clients. Led business development campaigns for 401(k) plan administration and investment management services for high-tech companies and other institutional profit-sharing plans.
  
  
• Collaborated with financial intermediaries such as attorneys, CPAs, plan administrators, and investment advisors on behalf of affluent clients and institutional investors.