Atlanta Metropolitan Area
I do not deal in noise. I deliver results. EVP | Strategy and Business Enablement | Fortune 500 Functionally aligned with Chief Administrative Officer (CAO) mandates, I lead a central team of experts driving strategy, transformation, administration, business intelligence and business enablement across a Wholesale Banking segment covering businesses $5M to $10B+. My role blends strategic clarity, operational discipline, and product innovation to deliver scalable systems, cost reduction, and long-term impact. I think five years ahead. From agentic artificial intelligence to organizational design or economic cycles, I build future-ready infrastructure that accelerates adoption, eliminates inefficiency, and drives lasting, consistent, measurable return on investment. --- What I Deliver • Strategic clarity for chief executive officers, boards, and management committees • Enterprise transformation and operational excellence • Business intelligence-powered insights and scalable product innovation • Change management anchored in value systems and behavioral adoption • Process improvement that drives efficiency and adoption • Executive storytelling that influences investor relations, regulators, and frontline teams • Market coverage strategies including gearing ratios, team design, goaling, and territory optimization --- Known For • Translating complexity into execution • Accelerating top, middle, and bottom funnel performance through full-lifecycle sales enablement • Synthesizing data into decisions that endure • Visioning, strategy design, and Helping leaders identify their core message and deliver it with impact • Operating with gravitas, grit, speed, precision, and rigor that rivals top consulting firms --- If you are building something that demands clarity, velocity, and results, let’s talk.
Recruited to build and lead a shared services revenue enablement team supporting Regions, a Fortune 500 company, within the Corporate Banking Group. This segment serves national and regional diversified businesses with 2.9K+ associates and 68K+ relationships. Led a 23-person team reporting to the Group COO, with ownership across strategic planning, sales and service enablement (including product management), and internal relations spanning IR, Corporate Communications, Board of Directors, C-suite councils, Marketing, Technology, Digital, HR, Finance, and Data & Analytics. Sample Accomplishments • Built sales lead generation framework driving in year one a 39% uplift in new client growth and $7MM+ in new revenue. • Led disciplined expense management: avoided $1.2MM in project spend, eliminated $28K in redundant data costs, and reduced CRM contract spend by 4%. • Co-led refresh of Enterprise Small Business strategy, delivering new go-to-market strategy, enterprise reporting, analytics, and product/risk optimization. • Modernized OneView (core application for 2.5K users across Corporate Banking, Wealth, and support teams), leading transformation to Salesforce Financial Services Cloud with nCino integration. Results included 50% reduction in tech debt and 25% uplift in ART capacity. • Founded cross-functional Digital Working Group, delivering first-ever business model canvases, process blueprints, and capability heat maps. • Drove consensus for Salesforce FSC transformation and digital onboarding portal. • Expanded use cases for Regions Client IQ, increasing ROI and risk-adjusted returns. • Sponsored and architected a cashflow analysis engine that, in its first year, drove over 400 new client conversations and generated nearly $3.5MM in new pipeline opportunities. • Built and scaled Emerging Talent Program, achieving 90% intern conversion, recruited industry leader, and optimizing budget by 32%.
Recruited to lead the enablement platform and author the product strategy roadmap for Wholesale Banking, a national business spanning multiple verticals, solutions, and 3,700+ teammates with coverage for small business, middle market, corporate and investment banking. Position includes CRM (Salesforce.com) and profitability product owner teams for 4,200+ users. In addition, entrusted to provide dual coverage in highly confidential and strategic role for NewCo transition: 1) Work directly with senior executive team and outside council throughout all phases of merger transaction advisory and execution, 2) Assist in leading and developing proposals to executives for NewCo business segmentation, coverage, divestiture, and regulatory matters, and 3) Coordinate and lead integration planning into NewCo.
Appointed to lead the enablement platform, data & analytics and marketing strategy for Commercial Banking, a national business line spanning multiple verticals, solutions, and 92 teams with coverage for middle market private companies, not-for-profit organizations, dealerships, and government entities. In year one, I helped to propel the business to record growth by Co-Authoring and Co-Executing a new Commercial LOB strategy through: 1.) Supporting new LOB Head with four business strategic plans focused on supporting market segmentation, overhauling structure and alignment, organizational design, information strategy, and enterprise investments theses, 2.) Institutionalizing an end-to-end sales model and approach, and 3.) Define marketing, technology, and information strategies and approach. This role included proxy and dual coverage of Commercial LOB rewards and recognition program and Chief Administrative Officer in year one. Sample Accomplishments: = Identified opportunity to accelerate sales process and lower cost of client acquisition through consolidation of 82 touch points required by sales team to run process. = Drafted market assessment analysis and strategic plan leading to division consolidation of 50%, successful shift of a sub line of business to a new segment, introduction of new market segmentation for full market coverage, and increased talent optimization. = Created first-ever, custom market assessment tool - leading to most accessed dashboard across enterprise and exposing sales teams of over 109k new leads = Documented full end-to-end Commercial practice into an 87-page narrative - led to de-risking business. = Redesign marketing partnership and nurturing strategy for prospects and clients - exposing 100% of accounts & leads Other: SalesForce.com, Seismic, Oracle Eloqua, Medallia, nCino, Adobe (Publisher, Captivate), Tableau, Qlikview, Microsoft Office Suite (Plus: InfoPath, SharePoint, Visio), DnB, CapIQ, Vertical IQ
Supported sales process & execution for Division CEO/President and 3 Commercial Banking teams with dedicated industry sector coverage for private companies, not-for- profits, and government entities. Prior to 2015, scope included the Business Banking & leading the market Community Development strategy. Prior to 2013, I led sales marketing & sales enablement with a team of 7 employees & focused on Commercial Banking, Business Banking, Retail Banking, Private Wealth Management and @Work solutions - providing end-to-end support for events, advertisement, client entertainment & strategic sponsorships. My expertise includes authoring & executing strategies by synthesizing multiple financial, market & performance data points; enablement of CRM & sales tools. Besides shoring & mobilizing award winning sales teams, my experience includes: working with large-scale end-to-end projects, managing complex P&Ls, authoring executive communications, public relations & meetings, strategy matters for market planning, community development, sales teams & territories. This requires a unique blend of my strong consultative, accounting, management, financial industry & marketing proficiencies. My results include supporting the team with the construction of a leading commercial banking strategy; generating explosive growth. Other achievements include increasing business banking performance & marketing ROI through strategic planning, providing meaningful performance insights, & developing closed-loop analytics measuring ROI. Titles: Division Sales & Marketing Director (2011-2013)
Early in my career, I reinvigorated an underperforming team and branch—winning Silver Club and 200% of Core Sales awards. I also coached a teller to become #1 in clerk referrals company-wide.