my experience
Chief Retail Officer - UFCU
Executive oversight of the Credit Union’s retail strategy and operations; including wealth management, insurance, and contact center. Drive implementation of innovative, Omni-channel digital technology and member experiences. Plan effective initiatives related to market expansion, increase of access, and diversification strategies. Provide inspiring leadership aligned with UFCU’s community impact strategy..
Head of Retail Banking - Independent Financial
Drove the complete transformation of the Retail Banking strategic plan from a reactive community bank to a proactive revenue generating line of business. Evangelized growth through customer-centric management models, forged synergistic team environments, deployed technology, and improved operational processes. Responsibilities include branch operations, consumer deposits and lending, small business deposits and lending, administration, operational risk, policies and procedures, digital banking strategy, compliance functions, and the design, marketing and servicing of retail bank products. Served as a voting member on the Compliance, Operational Risk, Enterprise Risk Management, ALCO, Diversity & Inclusion, and Fair & Responsible Banking Committees.
Head of Retail Banking - TBK Bank
Responsible for sales and service delivery across the retail network. Accountable for P&L, philanthropy, and community development budgets. Develop retail banking products. Manage marketing efforts. Conduct market analysis to design plans that will both grow and retain customers. Redesigned retail products to focus on relationship banking . Created incentive plans to drive desired behaviors. Member of Risk Committee, ALCO, and IT Steering Committee. Oversaw retail protocols during five bank acquisitions. Led Voice of Client surveys and created plans for improvement.
community
Everyware
Everywhere is a payment processing system where I have the honor of serving on the board. It is the fastest growing fintech startup in Austin.
Wise Financial
I consulted on the board of this Austin startup and watched them grow from a 15 person team to a 200 person team in 2 years.
BGBS
This is a non profit that helps inner city youths. it is the most fulfilling and impactful work I believe I do.
life
Family
My wife and I have two beautiful children…
Ranch
About 200 acres with 4 dogs, 2 horses, and 12 head of cattle,
Activities
And we love grilling and smoking meats!