Operations, BizDev, Financial Service Management

JOHN WAGNER

Walnut Creek, CA ***** • 925-***-**** • acr32k@r.postjobfree.com

Linkedin.com/in/jpwag

SUMMARY

Results-driven Strategic Business Leader who brings a dynamic blend of multi-industry transitional business/financial acumen combined with strong relationship skills. Possesses a successful, diverse and passionate background in innovative problem solving, marketing, strategy, collaboration, sales planning/execution, negotiator and team-building expertise. Client-focused success in diverse market sectors (e.g. financial service [banking, insurance]; art, retail, technology) through operational efficiency, expanded capabilities, restructuring, and smooth integration of innovative, disruptive technology solutions. Accustomed to addressing Boards and stakeholders.

Strategic Planning

Growth – Performance Strategies

Deal Negotiations

Collaborative Initiatives

Leadership Development

Mentoring/Coaching

PROFESSIONAL EXPERIENCE

JPW Consulting, Ltd., Walnut Creek, CA 2015 – Present Managing Principal - Founder

Consulting firm based on four dimensions of collaboration: target value, risk mitigation, capability optimization and client alignment to achieve objectives. Provide wide array of comprehensive services: e.g. strategic planning, organizational development, financial analysis, large-scale budget control, high level client relations, and retention practices. Utilized hands-on expertise in financial oversight and deployment of business expansion methodologies. ACCENTURE, San Francisco, CA (Fortune Global 500) 2013 – 2014 Bid Management

Identified, assessed and solved complex business problems for North America Financial Service, (Banking, Insurance and Capital Market) clients. Core to this process included the management analysis of situations or data, in-depth evaluation of variable factors and building internal assets for successful result.

Overall +10 % growth FY2014 for NA Financial Services

Supported effort to grow Global Leader in Credit Card Services into a key client status

Successfully coordinated and conducted cutting-edge digital asset educational workshop for national Managing Director audience with 4.7/5.0 positive feedback Chiodo Art, Napa, CA 2011 – 2013

Director of Business Strategy (consultant)

Generated Marketing Plan; increased project volume by over 28%, gross margins by 12%, deal close ratios by 26%, while streamlining processes.

Leveraged my business acumen and financial knowledge to expand market share; public art spaces, luxury hotels, PGA, World Golf Hall of Fame and major league sport entities. CresHub, Alamo, CA (collaborative commercial real estate start-up) 2010 – 2011 Co-Founder

Provided a single point of contact for debtors (investors) and lenders seeking a full range of services with

"Best-of-Class" expertise to facilitate the evaluation, restructuring, repositioning, and disposition solutions of distressed commercial real estate. Focus was in California, specifically the Bay Area and the Sacramento Valley.

CresHub was primarily a marketing company whose purpose was to identify opportunities for our affiliates (partners) utilizing our various web-based and direct marketing strategies. Intelli-Financial Services, San Ramon, CA (technology start-up) 2008 – 2010 President/Co-Founder

Created strategic organizational structure, business plan, sales and service plan and recruited early stage investors of roll-out of disruptive electronic content management (ECM) software solutions for financial service category.

JOHN WAGNER 925-***-**** PAGE 2

KAIPERM Federal Credit Union, Oakland, CA 2007 – 2008 Chief Lending Officer (consultant)

Restructured asset management policies, procedures and operations to improve loans per employee ratio by 21%.

Improved loan mix to reduce risk, e.g. improved margins by 0.94%, increased loan-to-asset ratio by 11%, while achieving an overall 19% loan portfolio growth.

Reduced net charge-offs by 127%.

Sterlent Credit Union, San Francisco Bay Area, CA 1991 – 2006 President/CEO

Federal Regulator (National Credit Union Administration) approved and hired to lead turnaround for full-service, state-chartered $140 Million asset community credit union. Success achieved through effective strategic planning, collaborated P&L, zero-based budgeting, funding acquisitions, multi-stage senior management cycles, team building and member-first (consumer) driven culture.

Achieved asset growth of 67%; grew net capital from 0.20% to 8.52% through effective strategic planning, leading-edge technology solutions, top-tier service metrics and a team-building culture.

Successfully improved regulatory (NCUA) rating from CAMEL 4 to CAMEL 2 within 15 months of initial hiring; also reached consistent CAMEL 1 (highest rating) in Asset Management and Quality categories.

Enhanced the loan portfolio by 78%, strengthened asset management processes to achieve an average net charge-off of 0.41% over last 5 years (industry average 0.93%) and pioneered a loan automation processing software platform with risk-based lending.

Reduced operational costs by 37%, while expanding delivery channels with early-adopted technology resource partners. Improved cost-to-income ratio to industry top 90th percentile.

Facilitated a proprietary asset management dashboard which tracked trends, class performance, identified vulnerabilities for real-time control of key performance asset indicators. ADDITIONAL RELEVANT EXPERIENCE

President/CEO, Lomas Credit Union, Dallas, Texas

Operations Officer, GEICO (Fortune 1000) Financial Services, USA, Europe EDUCATION

Bachelor of Arts: Public Relations/Journalism/Business University of South Dakota, Vermillion, SD

PROFESSIONAL DEVELOPMENT

Completed Certified Chief Executive (CCE) three year program in conjunction with the following Graduate Business Schools: University of California-Berkeley, Cornell and University of Virginia.

Finished the Executive Development program sponsored by the California Credit Union League and Credit Union National Association facilitated through the Stanford Graduate School of Business. MILITARY SERVICE

IOWA NATIONAL GUARD

1st Lieutenant

Tasked with a wide range of field operations involving artillery units during a 7-year service period.

Consistently earned positive job evaluations and “excellent” ratings.

Promoted to this position after initial commissioning as 2nd Lieutenant with ROTC program at the University of South Dakota.

Honorable Discharge.

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