Greater Minneapolis-St. Paul Area
I believe that the financial services industry, and financial education in particular, is critical to empowering communities and bolstering the economy. I am also a big believer in servant leadership and making a difference - particularly for the military and veteran community that has done so much for our nation and for me personally. These beliefs, my core values and my own service have been instrumental in my drive to make a difference myself within financial services. Some of my accomplishments include: · Acquired $17 million in deposit balances for a new product within five months. · Captured $55 million in sales volume. · Drove $3.7 million in cost savings. · Launched a military and veteran debit card that became the top performing card for the company.
Drove new account volume and balances to U.S. Bank through the development and execution of a new partner deposit account in collaboration with alliance partners and internal teams. • Acquired over 3,900 new accounts and $17 million in deposit balances. • Generated an approval rate of 95% for new accounts with a corresponding funded rate of 85% in just under five months. • Exceeded 2025 plan for open accounts by 6.5%.
Developed company-wide business strategies and plans to benefit the military and veteran segments at U.S. Bank. Championed military and veteran specific experiences across all bank channels for military members, veterans, and their families. • Partnered with the Debit Card Team to launch two new debit card designs tailored to the military and veteran segment, to include the top performing debit card at the bank for the last 12 months as of July 2024 - Purchase Active Rate over 70%, 32 average transactions per month, and drove $1.6M in revenue growth year-to-date (YTD). • Collaborated with internal partners to deeply assess the military and veteran customer and employee experience, highlight company offerings, and climb four spots to #3 on the “Best for Vets” survey. • Led a high-performing cross-functional team of over 20 volunteers to develop strategy, coordinate planning, identify risks, and deliver on a wide range of tasks on behalf of market partners. • Created educational materials to train bankers how to engage military and veteran customers more effectively. Measurement demonstrated target market fluency increased from 80% to 93% in just 30 days.
Adobe Campaign Team Relationship Manager with business lines, analytics, and technology teams to deliver the most relevant and beneficial marketing messages to U.S. Bank customers. • Delivered over 30 campaigns into production environment for ATM, online banking, and mobile channels to generate revenue for the bank. • Worked over 300 other campaigns for development and potential production over 28 months. • Leveraged Certified Scrum Master (CSM) designation in Project Management for campaign development.
Marketed products and counseled clients on risk and asset management strategies to maximize financial planning in order to achieve personal and business related objectives. • Analyzed business developments and monitored market trends. • Consulted with buying personnel to determine projected demand for products and services. • Applied "needs based" analysis to marketing of proper products and services. Life, Accident & Health License Series 6 License Series 63 License Licensed for business in MN, WI, FL, CA, TX, CO, NY
Manufacturer and seller of premium environmentally-friendly, highly engineered controlled release fertilizer and related products to the domestic and international agriculture, professional turf, horticulture and consumer lawn and garden markets. Sub-company of Agrium, INC. FINANCIAL PLANNING & ANALYSIS TEAM LEAD: Oversaw business unit planning and forecasting, corporate reporting support, ad hoc financial analysis and inventory management that amplified internal and external marketing capabilities. LOGISTICS MARKETING MANAGER: Managed distribution optimization, production planning and company logistical footprint to lower costs. Achieved marketing goal of enhancing company marketing capability by improving product availability that could in turn be communicated as a competitive advantage and also turning logistics into a profit center. Reduced costs in 2013 by $3.7 million by creating greater operational efficiency. SPECIALTY AGRICULTURE MARKETING MANAGER: Directed Specialty Agriculture marketing efforts. Focused on business development for technically superior controlled release fertilizers in the fruit-nut-vine-vegetable segment. Responsibilities included pricing, raw materials sourcing, sales support, logistics, product management, B2B/B2C marketing, competitive analysis, marketing communications, agency management, product positioning, and ROI analysis. Increased agriculture sales by 23% year over year. INTERNATIONAL MARKETING ANALYST: Structured processes for implementation of sales and marketing initiatives and manufacturing in China. Responsible for evaluating the international department to improve both time and cost efficiency. Emphasized organizing duties and tasks in order to provide structure to the order of operations for the Asian business. Improved order efficiency by 17%.
Performed home loan financing for neighborhoods of Centex Homes based on market research and insights. • Earned second highest branch net revenue per unit ranking. Researched market trends, underwriting guidelines, client risk profiles, managed relationships, and closed sales in an extremely unstable and fast-paced environment. • Executed 16 acquisition strategies for increasing target market penetration via consumer insights under constantly changing guidelines while managing multiple tasks. • Captured 90% of potential business for $55+ million in sales volume.
Managed and positioned small business to gain market share in health and self-defense industries. • Contracted 100+ new clients and increased school operating productivity 21%. • Instructed 350+ students. • Developed 10 instructors and 2 assistants.