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Click here or scroll down to respond to this candidate Candidate's Name EMAIL AVAILABLE -Page 1
Candidate's Name
Street Address
EMAIL AVAILABLE PHONE NUMBER AVAILABLE (h), PHONE NUMBER AVAILABLE (c)
Marketing and Operations Executive
Results Oriented | Strategist | Team Builder | Visionary | Business Development
Accomplished and strategic leader with over twenty-seven years of financial services experience with
specialty in Leadership, Marketing , Business Development, Operational Management, Human
Resources and Strategic Planning in a highly competitive market. Demonstrated achievements and
cross-functional experience creating successful outcomes in complex situations working directly with
the President/Chief Executive Officer and Board of Directors.
Executive Areas of Excellence
Organizational Leadership Operational Transformation
Corporate Communications Vision Planning & Innovation
Brand Positioning Team Building & Performance Optimization
Sales and Marketing Project Management
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PROFESSIONAL EXPERIENCE
Lafayette Federal Credit Union, Kensington, MD
1989 2016
One of the premiere financial institutions in the Washington, D.C. area with approximately $500 million in
assets providing top-notch customer service offering a wide array of competitive, state-of-the-art products
and services to its members.
Senior Vice President Operations (2010 2016)
Direct report to the Executive Vice President, contributing member of the Senior Management Team and
specialist at cross-level communication. Strategic responsibility and an active participant in Corporate
Planning, Organizational Brand Positioning and Marketing, Merger & Acquisition, Operational Oversight and
Product Implementation with demonstrated results providing executive leadership to all member experience
functional areas.
Key Contributions:
Full ownership for brand positioning, market segmentation, acquisition and retention of new
customers and business; set targets for growth, developed and implemented annual strategic
business plan to achieve organizational sales goals; responsible for internal and external corporate
communications.
Attracted, developed and mentored high performing team of 35+ individuals consistently exceeding
annual sales goals and delivering exceptional customer service through a variety of delivery
channels.
Directed and coordinated a broad range of activities toward achieving the credit union s objectives in
accordance with policies established by the President/Chief Executive Officer and Board of
Directors.
Led multi-department teams to complete high-level enterprise-wide projects such as core system
data conversion, member access security upgrades, new product implementations, and board-level
election activities.
Responsible for coordinating, developing and implementing overall policy, plans and programs in the
areas of branch operations, marketing, business development, support operations, human resources
and corporate business.
Led the operational due diligence and integration pieces for the 2016 $70m merger, managing
multiple and time-sensitive deadlines and integrating the executive team and board of directors.
Integrated operations and guided strategic relationships through complex technology and service
transitions while continuing to advance innovational enhancements.
Chief Administrative Officer (2006-2010)
Key Contributions:
Planned, directed and coordinated the credit union s marketing, business development, corporate
communications, human resources, training and administrative functions as designated by the
President/Chief Executive Officer.
Created digital, print and media promotional campaigns to support products, services and community
activities; managed marketing and business development teams to meet growth goals.
Responsible for creating, implementing and executing a marketing department and plan to include
lending initiatives, product and service campaigns, membership attraction, community partnerships
and management of the organization s brand visibility and reputation.
Provided consultation and assistance to the President/Chief Executive Officer and other operating
units within the organization.
Vice President Marketing and Human Resources (2003- 2006)
Marketing Director (1989-2003)
Key Contributions:
Direct strategic responsibility for the marketing program focusing on campaign creation, service
delivery, compliance, member relations, and product and service development designed to enhance
visibility and reputation and increase sales.
Responsible for the formulation, development, recommendation, implementation and administration
of credit union-wide policies and business goals.
Managed the administration of the human resources function in the areas of employment,
compensation, benefits, employee relations, performance management, compliance, training and
development.
Hired, recruited and conducted behavioral based interviews for all exempt and non-exempt positions.
Counseled employees in a broad range of employment relationships, grievances, salary and benefit
administration.
Professional Board Appointments/Affiliations
Candidate's Name EMAIL AVAILABLE -Page 3
Preferred Business Xchange
Secretary, Board of Directors, 2010 - 2016
PBX Settlement Services
Secretary, Board of Directors, 2010 - 2016
Home Ownership Financial Literacy Council
Secretary, Board of Directors, 2015 - 2016
Education
Master of Arts, English, College of William and Mary, Williamsburg, Virginia
Bachelor of Arts, English, University of Virginia, Charlottesville, Virginia
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