Operating Partner

Robert W. Peterson

Carlsbad, CA ***** ***.*********@*****.***

760-***-**** linkedin.com/in/robpeterson3

OPERATIONS EXECUTIVE

Operating Partner with extensive experience developing new strategies for large Fortune 150 and small private companies seeking to rapidly transform their business models. Expert in delivering customer and employee focused operating models designed to drive greater engagement and loyalty resulting in higher revenue and lower expenses. Renowned for collaborating across business lines to deliver outstanding results. Significant experience in economic environments with rapid growth and contraction.

CORE COMPETENCIES

Innovation and Transformation Customer Engagement Team Player

Enterprise Collaboration Employee Engagement Leadership

Data Driven Relationship Building Competitive Intelligence

PROFESSIONAL EXPERIENCE

MUFG UNION BANK, N.A., San Diego, CA 10/2011 – 9/2020

MUFG Union Bank has 12,400 employees, $135B in assets and 350 branches. Retail banking operations in CA, OR and WA. MUFG Union Bank is a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc.

Managing Director, Retail Distribution and Branch Transformation Executive

Responsible for branch/store distribution strategy, market planning, branch/store design and execution. Led decisions regarding expansion, relocation, renewal, consolidation and transformation of retail branch network.

Executive team member that developed unique operating model and launched PurePoint Financial, a new digital banking subsidiary of MUFG Union Bank. Opened 22 stores in IL, TX, FL and NY. Drove market and site selection, approved all location, design and construction decisions.

Delivered unique operating strategies for PurePoint Financial resulting in $6.2 billion in deposits and 35,000 new customers in 2 years. Contributed to industry leading customer and employee engagement ratings.

Executive team member defining Union Bank’s retail branch transformation vision and strategy, including business focus, format (traditional vs self-serve), design and technology. Partner across the Bank to create compelling vision for customer experience and employee engagement. Defined technology requirements to ensure business, customer and employee fit.

Utilized strong relationships with sales, marketing, operations, CRA, fair lending, compliance, risk and legal to deliver outstanding network performance.

Widely recognized for successfully working across business lines, breaking down silos and delivering results collaboratively.

Developed and executed Union Bank’s retail branch distribution strategy, reducing network from 500 to 350 branches, resulting in improved network efficiency and profitability.

Innovation Partners, San Jose, CA 5/2009 – 10/2011

Consultant helped companies expand business model, capture greater market share, produce deeper customer relationships and drive efficient earnings.

Created first shipping and warehousing strategies for company inventing home automation products manufactured in China. Produced competitive advantage in pricing and strategy that promoted company brand and reputation. Company sold in 2020 for $460 million.

Built business case and operating model for San Francisco based Investment Bank to expand its Advisory and Investment Banking services to include Commercial Lending through the acquisition of a Commercial Bank.

Developed new financing strategies and positioned a mid-market Equipment Leasing firm for a significant capital raise.

Robert W. Peterson ***.*********@*****.*** 760-***-**** Page 2

COUNTRYWIDE BANK, NA, Thousand Oaks, CA 6/2001 – 5/2009

Countrywide Bank, headquartered in Thousand Oaks, CA, a wholly owned subsidiary of Countrywide Financial Corporation. Countrywide had 55,000+ employees. Acquired by Bank of America in July 2008.

Executive Vice President, Administration and Real Estate 2/2007 – 5/2009

Senior Vice President, Retail Development 2/2004 – 2/2007

Senior Vice President, Marketing and Strategy 6/2001 – 2/2004

Second person hired to start a bank. Developed and executed new business and innovative banking model for parent company. Launched and successfully operated new banking entity.

Key member of team that created and launched a new retail bank with a revolutionary and highly specialized banking model. Division generated $1.4B annually in pre-tax earnings after 5 years.

Developed and executed marketing/customer acquisition strategy for new banking division, ultimately generating 350,000+ customers and growing assets from $53M to $120B in 7 years.

Created initial channel strategies for web, phone and brick and mortar sales channels. Marketing and operating channel strategies generated, at its peak, $3B+/month in new retail deposits.

Developed and executed retail growth strategy, including new market and site selection, and the development of alternative delivery concepts to 200 stores in 13 states.

Led Bank of America transition initiative to close Countrywide Bank’s retail deposit franchise including closure of 200 retail stores.

ADDITIONAL RELEVANT EXPERIENCE

INTEROSA, INC., Colorado Springs, CO

Early stage technology startup delivering digital rights management software for email and media.

Vice President, Sales and Marketing

Developed and led execution of sales, marketing, communications and public relations strategy. Grew company valuation from $2M to $93M.

JMA PROPERTIES, INC., Los Altos, CA

A real estate investment firm specializing in the acquisition, development and management of commercial, retail and multi-family residential properties.

Vice President, Acquisitions and Finance

Directed all acquisition, disposition and financing activities related to $250M commercial real estate portfolio. Executive responsible for oversight of 1.5 million square feet of office and retail space in Southern CA.

EDUCATION

Pacific Coast Banking School, University of Washington, Seattle, WA

The Premier Graduate School of Banking, Graduated with Honors

Marriott School of Management - Brigham Young University, Provo, UT

Master of Business Administration (MBA), Hawes Scholar

Stanford University, Stanford, CA

Bachelor of Arts, History, Men’s Varsity Volleyball, 1st team, finished 6th in NCAA.

Recent Volleyball Accomplishments:

2019 US National Championships, Silver Medal 55+ Division (Columbus, OH)

2018 US National Championships, Gold Medal 50+ Division (Dallas, TX)

2018 Team USA - Global Cup, Gold Medal 50+ Division (St. George, UT)

2017 World Championships, Gold Medal 55+ Division (New Zealand)

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