Timothy W. Somers

acz42c@r.postjobfree.com 414-***-****

Box 1417, Milwaukee, WI 53201 www.linkedin.com/in/timothywsomerswisc Senior Financial Services Leader

Sales & Marketing Strategy & Consulting Innovation & Insights 25+-year career as Trusted Advisor driving revenue growth, defining and delivering against strategic imperatives. Led long cycle, technologically complex sales engagements with market-leading corporates and Federal/state agencies. Consulted with numerous business lines to enable powerful cross-functional communities with integrated sales enablement tools that enriched B2B client experiences. Designed and deployed branded marketing resources and technology with enterprise influence. Hands-on entrepreneurial approach to ensure outstanding impact:

• Led a deep dive strategic analysis of realignment options for over 15 mid and large corporate banking units. The 18-month assessment reviewed market penetration and opportunity, competitive environment, geographic siting, and staffing distribution to make recommendations with projected efficiencies and revenues exceeding $50M.

• Designed and launched an intranet marketing portal serving over 5,000 B2B and B2C bankers. Built on SharePoint technology, the “Sales Resource Center” comprised over 1,000 pages of content that enabled successful selling encounters, collaboration, sales enablement, training, and insightful customer experiences.

• Directed US Bank’s enterprise B2B CRM group, which supported over 3,000 users across 20+ sales, product, and client services channels. Using Oracle’s Siebel 7, the group developed reporting, dashboard, and forecasting mechanisms to optimize sales processes and drive adoption to meet annual revenue and servicing targets. Liaised with executive leadership to establish CRM performance benchmarks, implement critical system functionality, improve data integrity, and mitigate the adverse impacts of system obsolescence.

• Developed marketing infrastructure that provided full spectrum support to over 20 B2B and select B2C organizations. Ranging from product development to investment rationale/approval, to marketing artifacts, white papers, trade shows, technology assessments, risk review, training, and RFP support, two internal consultant teams worked with senior leaders to drive analyses, deliver solutions, and enable competitive advantage. Value-generating skills --

• Leading in a multi-discipline matrix environment; driving simultaneous enterprise initiatives

• Diversifying & augmenting revenue streams via

consultative sales with c-suite client leadership

• Go-to problem solver addressing strategic issues and building inter-organizational synapses

• Program management supporting sr. executive

stakeholders, including strategic planning

• Proven success gaining consensus and designing

mutual solutions to complex challenges

• Distilling clarity and forging roads to success

amid chaos, nuance, and ambiguity

• Building and championing agile groups; creating

collaborative units to enhance performance,

efficiencies, readiness and execution

• Driving innovation and change management as

cultural imperatives

• Demonstrated ability to articulate a vision and

strategy that inspires high performance

Vilas Park Associates LLC, Milwaukee, WI (www.VilasParkAssociates.com) 2016 to 2017 Community banking consultancy focused on advancing loyalty-enhancing strategies that broaden, deepen, and lock down revenues for the long term and leverage powerful data that creates more informed and profitable customer interactions. Drive opportunities through sales enablement; client advocacy and experiences; market insights and technology; brand identity; innovation; collaboration, VOC. Work with internal teams to assess organizational structure, sales readiness, and the competitive ecosystem via:

• Developing and delivering enhanced revenues with sales enablement technologies (CRM)

• Assessing product relevance and target markets

• Preparing sales teams readiness through training and developing incentive structures to ensure profitable and collaborative workplaces

Timothy W. Somers Page 2

U.S. Bank N.A., Milwaukee, WI 1989 to 2015

EVP, Director - Business Segment (B2B) Marketing Group 2014 to 2015 Integrated seven teams spanning distribution, product, collateral, technology, and CRM, into an enterprise marketing group collaboratively supporting over 25 business units. Roles: development and execution of brand marketing plans; strategy consulting; ideation and creative design; sales technology; training; transformation; assessing competitive position and market intelligence; product positioning and messaging via leveraging unique value propositions

• Articulated a vision, established a culture, and developed a strategic environment where collaboration drove meaningful successes. Developed a B2B "brand" to leverage the breadth of service offerings with KPIs

• Appointed B2B liaison in US Bank enterprise re-branding initiative; collaborated with external agencies

• Promoted an analysis of content marketing practices to establish B2B standards and guidance for development of white papers, newsletters, trade show presentations, and other client-facing messaging. Included a rigorous review and brand alignment of over 5,000 collateral artifacts, impacting over two dozen product families

(content) and lines of business (distribution)

• Directed “Innovation Ambassador” strategic initiative with goals: increase B2B selling encounters; drive cross sale; increase opportunity size; better equip salespeople to succeed. Drawing Ambassadors from 5 wholesale businesses, the 2-year effort developed enablement strategies with anticipated $10M+ impact Director – Wholesale Banking Strategy, Risk and Sales Support Group 2012 to 2014 Established marketing, strategy, and risk management groups that supported client development/retention and VOC. Served as essential synapse among business lines and product groups to enhance cross-organizational sales integration. Advanced innovative ideas that were actionable, relevant, and research-based. Led 65 people across 6 teams to support high value sales opportunities (exceeding $100K) using CRM technology; operational risk management strategies; and enterprise client management and sales support technologies.

• Developed an integrated B2B proposal/presentation system supporting over a dozen business lines that deployed sophisticated branded content, streamlined workflows, and aligned materials to buyer decision cycles. Influenced $100M+ of proposals annually

• Developed a sales enablement and support organization supporting 10 mid-market Commercial Banking businesses. Deployed a bifurcated model where 50 individuals were oriented to a new risk management and regulatory compliance service group, and 25 were trained to establish a new client-facing hybrid risk/revenue group with shared sell-through responsibilities.

• Established project management organization that led efforts impacting both B2B and B2C businesses

• Executed the business-case analysis for the $MM+ transition of the B2B CRM to Salesforce (in a head-to-head analysis against Microsoft Dynamics and Oracle Fusion). The three-year effort weighed data transparency and mobility, collaboration tools, workflow automation, sales lifecycle management (lead gen, referrals, pipeline, servicing), system scalability, TCO, platform maturity, and alignment with the bank’s technology vision. SVP/EVP & Group Manager: Government Banking, B2B/Wholesale Banking 1998 to 2012 EVP & Director Strategic Marketing: B2B/Wholesale Banking 2008 – 2012 Senior group manager leading 10 national specialized industry oriented businesses, including Government, Mortgage Warehousing, Insurance, Transportation, and Food Industries with C-suite influence. Focus on Fortune 1,000 and sector-leading specialized enterprises, Federal agencies, and state/municipal entities. Championed successful performance of 250 staffers, generating $400M+ revenues and $7B+ in credit commitments. Reshaped market segmentations. Established a conduit enabling cross-organizational sales alliances. Advanced the bank’s “Trusted Advisor” priorities. Influenced product development efforts (analysis, design, approval) guided by internal and external research and peer analyses. Developed performance targets for key B2B units and individual contributors that influenced employee recognition, job grades, and incentive comp. Extensively contributed to B2B training curricula.

Timothy W. Somers Page 3

Public Sector Leadership (municipal, state, Federal):

• Executed integration of five business units with over 3,000 clients into a single, $250M Government Banking Division. Quintupled deposit base to $10B and tripled credit commitments to $600M in 36 months

• Drove a significant expansion of the Federal Banking practice, diversified client base to over 65 agencies, and refocused on high dollar opportunities (> $500K annually). Revenue CAGR exceeded 11% from 2007 to 2012

• In concert with Product Management and TOS, designed and implemented custom payment technology solutions for Federal and state agencies. Examples: IRS - Individual/business tax collection networks (20 states); State Dep’t - Foreign student visa verification system (global); Dep’t of Agriculture - Rural mortgage collections lockbox (domestic)

Corporate Sector Leadership:

• US Bank executive officer at Anexsys Services, Inc. a $125M+ technology joint venture (with JP Morgan Chase) providing $1T+ of electronic tax payment services to the US Treasury and IRS

• Developed lending operations support units within large corporate and mid-market units to reduce credit and operational risk, standardize procedures, improve client service, increase client-facing time for credit analysts

• Revitalized the mortgage warehouse unit during the 2008 housing recession, protecting over 40 jobs and a

$25M+ revenue stream

• Directed “Project Excellence” in collaboration with 2 dozen business units, a strategic sales initiative establishing brand- and risk-compliant enterprise sales collateral standards, templates, support aids

• Created multiple B2B cross-marketing forums serving an average 500 participants monthly

•

Education: Pacific Coast Banking School – Seattle, WA Graduate Leadership Certification University of Wisconsin – Milwaukee, WI MBA – Finance University of Wisconsin – Madison, WI BA - Journalism Stanford University – Palo Alto, CA

Contact this candidate