Co-Brand Lead Business Growth and Strategy Consultant

Co – Brand Lead Business Growth & Strategy consultant Regional Manager

Team Leadership and Training Sales Planning and Presentations Product Strategist

New Business Development Organizational Processes and Procedures Target Setting Performance Management Trend Analyst Regulatory Compliance Risk Management

Qualifications Profile

Dynamic, results-focused, and driven professional, offering broad-based experience in account and sales management. Equipped with keen expertise in all aspects of leadership coaching, territory growth, strategic development, planning, implementation, and budget control. Adept at executing high-stakes decisions and resolving complex business challenges. Known for excellent leadership and communication skills and capable of cultivating and maintaining positive relationships. Expert at developing and implementing business strategies to effectively balance organizational needs.

Professional Experience

Wells Fargo & Company Tulsa, OK

Co – Brand Lead Business Growth & Strategy Consultant 2017–Present

Handle the credit card offering efforts for a $1B sales region which includes partnering with the client and holding monthly and weekly strategy calls with the regional leadership team.

Serve as the Subject Matter Expert for trend analysis and cobrand credit card initiatives within a 45-store region.

Provide field support through virtual and in-person visits. Visits include an executive level analysis and strategy session, as well as a management team coaching session and a collateral audit to ensure regulatory compliance.

Lead and consult on internal projects year around to help improve the cobrand relationship.

Monitor sales practices and complaints to reduce risk and ensure training is in place.

Key Accomplishments:

Top LBGSC for Overall Credit Sales Penetration (CSP) in 2022:

oMy regions are #1 and #2 in credit sales penetration for the year.

oBoth regions also achieved a year over year increase in credit sales penetration.

Western Shamrock Corporation San Angelo, TX

Regional Sales Manager for Eastern Oklahoma 2010–2017

Render hands-on management to a district comprised of 15 loan offices.

Ensure the alignment of employment through hiring and orientations and create appropriate schedules for appointments and activities.

Perform regular on-site visitations to conduct personnel assessments and account history reviews while ensuring policy compliance.

Maintain active involvement with loan approvals, goal settings, goal achievement, and employee recognition to strengthen employee morale.

Proficiently execute operational audits, inspections, and reviews on a periodic basis with adherence to the company policies and state laws.

Facilitated mandatory trainings and training meetings.

Key Accomplishments:

Strategically formulated marketing and collection strategies for each branch location in alignment with the set-forth company goals.

Earned the following accolades for demonstrating outstanding work performance:

oConsistently ranked in the top 10 out of 47 District Managers per Company ranking reports: and

oConsistently ranked in the top 15 out of 47 of District Managers for District profitability year- over-year.

Earlier Position Held:

HSBC/Beneficial Finance Vice President District Sales Manager 2003–2010

Education

Bachelor of Arts in Education, Minor in Business Administration Oral Roberts University Tulsa, OK

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