Vice President

• Manage a portfolio of complex Special Asset relationships while maintaining strong credit quality and regulatory compliance.
• Analyze financial statements, cash flow, and collateral to evaluate new credit requests, renewals, and loan modifications.
• Partner with Relationship Managers and Special Asset Officers to develop credit strategies and deliver exceptional client service.
• Monitor portfolio performance, repayment trends, and financial reporting to proactively identify and mitigate risk.
• Coordinate the loan renewal process and collaborate with internal partners to deliver timely credit decisions.
• Identify opportunities to introduce clients to additional banking solutions, including Treasury Management, Wealth Management, Capital Markets, and other specialized services.
• Support due diligence activities for newly transferred relationships and present complex credit recommendations through the loan approval process.

Special Assets Group Portfolio Manager – Senior Vice President

• Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having a regular service model or visits, meetings, and calls.
• Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans.
• Conduct thoughtful discovery and continuous rediscovery of each business and its owner.
• Assess and communicate the health of financial professionals’ businesses across key areas using business intelligence tools.
• Help financial professionals set realistic, attainable business goals and create strategies for successful execution.
• Drive same-store sales, revenue growth, net new assets, and maintain low attrition through engagement and consultative initiatives.
• Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
• Promote and drive adoption of resources, tools, and services aligned to each professional’s needs and readiness.
• Deliver information—both positive and challenging—with empathy and actionable solutions.
• Connect financial professionals to subject matter experts for holistic financial planning and wealth management support.
• Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas.
• Collaborate across relationship teams to foster community and connections among like-minded businesses.

VP, Advisor Engagement

• The Vice President, Health Plan Analytics is the senior leader accountable for advancing analytics and insights across Presbyterian Health Plan.
• Reporting to the Chief Analytics & Data Officer, this role ensures Health Plan strategy and operations are supported by accurate, timely, and decision-ready analytics that improve affordability, quality, growth, and member experience.
• This leader is responsible for regulatory reporting, quality performance analytics, medical cost management, revenue optimization, provider network analytics, and member operations reporting.
• The VP will modernize and integrate fragmented data environments into a connected and governed platform that supports measurable business value, operational reliability, and value-based care performance.
• Drive insight generation that informs strategic decisions, performance improvement initiatives, and investment priorities.

VP, Analytics – Health Plan

• Manage all aspects of assigned high volume National Accounts business including sales, distribution, pricing, profitability, and programing, with direct management of assigned headquarter team and top to bottom management of assigned corporate headquarters
• Responsible for the strategic development and expansion for Private Label brands across all National Accounts
• Develop and execute assigned National Accounts, strategic business plans including pricing, distribution, programing, and marketing strategies driven by insights of the competitive landscape and market trends
• Build annual sales and financial plan in support of Ste Michelle’s strategic plan and drive balanced profitable sales growth for our product portfolio in assigned accounts
• Identify and secure Private Label opportunities across club, mass, grocery and drug channels coordinating the process from creation to execution
• Build strong internal relationships with key partners such as Regional Sales, RBMs, Customer Marketing, Brand Marketing, Legal, Winemaking & Operations, buyers, and distributors to effectively collaborate for win/win solutions to drive business
• Direct a team of high performing sales professionals and effectively mentor and develop the team building capability to be recognized as one of the world-class sales teams in the alcohol industry
• Develop/Maintain Trusted Relationships with assigned External Customers
• Horizontal & Vertical Penetration of Corporate Headquarters
• Management of Team calling on all RCMs on a regular basis, building execution plans for all programming
• Manage team to work with SMWE Field sales to execute execution plan to agree to standards and report regularly to the RCMs on execution progress
• Collaboration with Key Distributor National Leaders to Deliver Sales & Execution of Chain Plans

Vice President, National Accounts

• Review submissions and financial requirements to assess risk acceptability in line with underwriting guidelines and standards
• Evaluate applicants’ financial stability, creditworthiness, capacity, and related financial information to determine bond obligation risk and overall credit quality
• Apply pricing components, rating methodologies, predictive modeling tools, and underwriting disciplines to price risk appropriately and minimize exposure
• Prepare and analyze underwriting decisions, rate appeals, requirements, status updates, and declinations to support results across the assigned territory
• Manage the assigned portfolio to achieve goals for premium, profitability, retention, product mix, new business, and overall portfolio performance
• Build and manage producer and client relationships by prioritizing resources, developing distributor plans, strengthening pipeline opportunities, and driving profitable growth

Assistant Vice President, Surety

• focus on developing new business opportunities by offering Bank’s industry specific banking services and products to the Community Association Industry
• develop new business opportunities while servicing existing clients
• cold calling, establishing new business opportunities, providing sales presentations
• attending industry trade show events, marketing to prospects via phone/email/in-person visits
• following-up with existing clients on customer service items
• perform light administrative tasks
• promote and educate existing clients and future clients on products and services offered through the Bank
• 75% travel mostly throughout an assigned territory
• additional traveling throughout the country to annual conferences and training segments
• support the director in meeting deposit and lending goals
• grow existing client relationships and cross-sell products and services
• identify and cold call on prospective clients to develop new relationships
• attend industry events including exhibiting at trade shows, attending luncheons
• be an active member of the local Community Association Institute (CAI) Chapter
• attend association board meetings
• communicate banking services via email, letters, demonstrations, presentations and conversations
• liaison between the operations team and clients as needed
• ensure clients are receiving necessary service levels and troubleshoot issues and/or concerns
• work closely with the manager and periodically review key performance indicators
• prepare and submit new client forms and update existing client forms
• participate in remote training and attend remote sales meetings
• work efficiently from their home office and car while meeting with clients

Vice President, Association Banking

• Work closely with the EVP, Head of Corporate Development & Strategy to manage diverse projects
• Collaborate on business planning and analysis with operating divisions
• Supervise A+E Labs and support the innovation agenda
• Collect operating updates and draft Board correspondence
• Mentor and provide quality control to the CDS team; lead by practical example

VP, Strategy – Flexible Options Available

• You lead a team of field sales representatives/managers to ensure execution of the sales strategy and achievement of annual KPIs and targets
• Translate the national retail execution strategy into actionable regional plans that deliver sales and distribution goals
• Ensure consistent in-store execution of sales, merchandising, and trade marketing programs across all retail channels
• Monitor retail KPIs (availability, share of shelf, display compliance, execution quality, etc.) and take corrective actions to ensure excellence
• Lead, coach, and develop a team of ~1,500 employees, build a culture of accountability, recognition, and continuous improvement ensuring safety, inclusion, and engagement of all field personnel
• Identify and develop high-potential talent for future leadership roles
• Manage regional P&L (1.5B annual Sales) and resource allocation to achieve productivity and cost-to-serve goals
• Optimize route-to-market, retail coverage, and workforce planning using data and analytics
• Drive planogram and merchandising focus on new items and key brand priorities
• Drive standardization and best practices across territories
• Partner with key retail customers and distributors within the region to strengthen relationships and drive joint value creation
• Collaborate with Category, Trade Marketing, and Sales teams to bring brand plans to life at the shelf
• Serve as the primary point of escalation for customer or execution challenges within the region
• Partner with cross-functional teams (Supply Chain, HR, Finance, CBT) to enable execution readiness and efficiency
• Champion adoption of digital tools, analytics, and performance dashboards to enhance field productivity, improve in-store execution and enhance shopper experience
• Foster a culture that embraces innovation, agility, and continuous improvement

Retail Regional VP

• Analyze financial statements, borrower information, and market data to evaluate new and existing Commercial Real Estate loan opportunities.
• Prepare clear, comprehensive credit presentations to support sound lending decisions.
• Monitor portfolio performance, loan repayment activity, and risk ratings to identify and address emerging credit concerns.
• Partner with Relationship Managers to strengthen client relationships and support portfolio growth.
• Manage annual reviews, covenant compliance, reporting requirements, and portfolio exceptions to maintain a high-quality portfolio.
• Collaborate with Credit, Operations, and other business partners to deliver timely and effective client solutions.
• Participate in loan approval discussions, client due diligence, and special projects that support business objectives.
• Represent Associated Bank in community and professional organizations to build relationships and strengthen the bank's presence.

CRE Portfolio Manager – AVP

• Oversee the strategic planning, development, and execution of utility-scale renewable (wind, solar, battery storage), dispatchable gas generation and other carbon free technology projects
• Manage a multidisciplinary team and coordinate with internal and external stakeholders to deliver a large volume of high-impact energy infrastructure investments
• Define and execute long-term strategies for renewable, gas generation and emerging technology development
• Align project development with corporate decarbonization goals and integrated resource plans
• Evaluate emerging technologies such as geothermal, long duration storage, nuclear and carbon-free fuels for integration into generation portfolios
• Lead all phases of project development including site selection, permitting, interconnection, stakeholder engagement, and financial structuring
• Lead a highly matrixed project development function to ensure coordination and alignment with internal stakeholders and external partners
• Support diligence of project acquisitions
• Direct/coordinate supply chain selection, scheduling, cost estimating, and risk management for large-scale projects
• Manage project bids for submission into ongoing Operating Company Resource Plan RFPs
• Build and lead a multidisciplinary team of project managers, engineers, schedulers, and cost controllers
• Oversee organizational design and talent development to support growth and execution capacity
• Collaborate with internal regulatory and policy teams to prepare, file and secure approvals for projects
• Cultivate relationships with developers, OEMs, EPCs, and community stakeholders
• Originate and advance competitive generation projects through strategic partnerships

AVP, Project Development

• Serve as the primary business and technology owner for enterprise authentication services.
• Define and execute product roadmaps that align with security strategy, regulatory requirements, and business objectives.
• Ensure the delivery of highly available, resilient, and scalable authentication platforms.
• Own and oversee the following authentication and access technologies: Zero Trust Network Access (ZTNA) solutions, Enterprise VPN platforms, Federated identity and SSO systems, Multi-factor authentication (MFA) platforms, Customer authentication solutions, Network access control (NAC) and policy enforcement systems.
• Drive improvements in reliability, performance, and service availability. Implement automation strategies to reduce operational overhead and improve efficiency.
• Lead incident reduction initiatives and ensure proactive problem management. Establish and maintain SLAs, KPIs, and operational metrics.
• Manage staffing models and optimize resource allocation through automation and efficiency improvements. Drive cost reduction initiatives while maintaining service quality and compliance. Oversee budget planning, forecasting, and vendor management.
• Ensure adherence to enterprise security standards and regulatory requirements (e.g., PCI compliance). Partner with risk, audit, and compliance teams to address findings and strengthen controls. Maintain strong governance over identity and access management practices.
• Lead, mentor, and develop high-performing technical teams. Foster a culture of accountability, innovation, and continuous improvement. Build strong cross-functional relationships across infrastructure, security, and application teams.

Lead, Enhanced Authentication Services – VPN Technologies

• Develop and implement comprehensive plans to attract and expand local and national account customers, ensuring achievement of revenue, gross margin, and net operating income (NOI) targets for the region.
• Cultivate strategic partnerships to build, grow, and sustain profitable relationships with key accounts.
• Foster a culture of accountability, emphasizing team success and individual responsibility. Recruit, develop, and mentor a high-performing team that embraces ambitious goals and maintains high standards.
• Transparently manage team performance, providing clear expectations, coaching, and corrective actions as necessary to achieve results.
• Make informed decisions to optimize business outcomes, leveraging market insights and reallocating resources as needed.
• Delegate responsibilities to empower ownership and foster confidence among team members, ensuring accountability through effective tracking and feedback.
• Promote a culture of safety, diversity, inclusion, and mutual respect among employees, associates, and customers.
• Lead organizational change initiatives with clarity and motivation, articulating the direction and purpose behind strategic shifts.
• Take responsibility for meeting safety, compliance, JobStack, associate satisfaction, and customer satisfaction goals within the region.

Regional Vice President

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
• Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications.
• Develop and implement business plans for the territory using activity-oriented objectives.
• Work closely with internal wholesalers to continue to develop already established territories.
• Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
• Demonstrate effective use of client & territory management tools including salesforce.com.

VP, Regional Vice President

• Create and manage the financial operations of the assigned solution portfolio, including budgeting, forecasting, and financial planning
• Serve as the primary business leader for the assigned solution portfolio to the Executive Team and occasionally Board of Directors, on business strategy, operations, and metrics
• Market and lead customer stakeholder relations to support selling, managing customers and partners, and representing their solution portfolio in the industry
• Develop business cases, new innovations, and value propositions for new solutions to extend the solution portfolio
• Stay informed and influence regulatory and compliance matters that relate to the success of the solution portfolio
• Collaborate within Product Innovation and Growth/Strategy, Finance, Marketing, Legal on the success of the solution portfolio
• Recruit, onboard, train and provide leadership to team members supporting the portfolio
• Work collaboratively with Surescripts Data & Analytics team to operate and devise new commercial solutions

VP Product Innovation – Prior Authorization

• Define and execute a multi-year global growth strategy to expand services and aftermarket revenue, margin, and customer lifetime value
• Own the end-to-end post-sales experience (excluding customer care) with full P&L responsibility
• Identify new market opportunities driven by data center growth, electrification, automation, and sustainability mandate
• Lead a comprehensive global service and aftermarket portfolio, including: Commissioning and installation support, Preventive, predictive, and condition-based maintenance, Spare parts, repairs, rebuilds, and upgrades, Digital, connected, and subscription-based services, Performance optimization, energy efficiency, and lifestyle modernization
• Drive service attachment, long-term service agreements (LTSA), and outcome-based service models
• Champion continuous improvement across field operation, tooling, diagnostics, and talent capability
• Partner closely with Sales, Product Management, Marketing, Supply Chain, and Customer Care to align strategy and execution
• Translate customer uptime, sustainability, and performance optimization objectives into differentiated service offerings
• Build and lead a global services organization with expertise in data center thermal systems, industrial cooling, and controls and digital diagnostics
• Develop globally consistent capabilities while enabling regional agility

Vice President, Global Services

• Develop and execute the quality vision and strategy for the Life Sciences divisions
• Partner with business and technical teams to build a culture that embeds Quality as a foundation of the business
• Lead QMS process improvements to meet customer quality expectations and global regulatory requirements
• Provide leadership for design controls, post-market vigilance, supplier controls, and associated quality processes, including CAPA, complaints, and internal and external audits
• Provide executive leadership for plant quality managers, site quality teams, and quality control laboratories across the Life Sciences manufacturing network, ensuring strong site quality performance, laboratory excellence, disciplined release governance, and alignment to global quality standards
• Benchmark industry and Ecolab best practices and optimize the quality organization, including organizational design, QMS, and talent development
• Ensure the Quality System complies with all applicable quality and regulatory requirements in the markets where products are manufactured, marketed, and distributed, and aligns with Ecolab quality policies
• Proactively address customer feedback and ensure CAPA and other resolutions meet customer and regulatory expectations while driving continuous improvement
• Ensure new and modified products are supported by current design and quality plans that meet customer, regulatory, and supply chain requirements
• Build capabilities to support new business lines and processing or material changes that improve product cost, quality, and performance
• Build customer and regulator audit capabilities that are well understood, streamlined, and a source of competitive advantage
• Own governance and capability building for network quality performance, plant quality organizations, and quality laboratory operations, including standardization, talent development, quality risk escalation, and sustained inspection readiness across the manufacturing network

VP Quality, Global Life Sciences

• Analyze borrower financials, property performance, and market data to evaluate new and existing loan opportunities
• Manage portfolio risk by monitoring loan performance and ensuring accurate, timely risk ratings
• Partner with Relationship Managers to support client relationships and deliver responsive service
• Prepare clear, comprehensive credit presentations and approval materials
• Ensure compliance with lending policies, regulatory guidelines, and internal procedures
• Monitor repayment activity, covenant compliance, and overall financial condition of borrowers
• Support due diligence and underwriting for new client opportunities and transactions
• Contribute to special projects and mentor junior team members as needed

VP, Portfolio Manager

• Work independently to underwrite umbrella and excess policies for highly complex construction risks
• Strong customer-service focus with the ability to effectively multi-task with limited direction
• Establish and maintain strong relationships with assigned retail brokers
• Provide input on strategies and actions that can maximize product line underwriting results
• Review large losses to identify any trends or training issues
• Personally participate in marketplace initiatives to expand the overall Arch brand
• Complete special projects as assigned by the head of the business unit
• Regularly meet with key brokers and agents, industry groups and insureds to present and represent Arch’s interest
• Ensure that underwriting applications and practices within their book are in accordance with appropriate regulatory requirements
• Assist finance, claims, legal, marketing, IT, and compliance as needed.

AVP, Construction Excess Casualty

• Servicing existing clients and assisting in producing new client relationships
• Quickly developing and managing a portfolio of client relationships
• Working closely with the Surety broking team to manage reinsurance placements from start to finish
• Leading client calls and meetings to discuss reinsurance program, renewals, modeling, and benchmarking
• Training new staff, monitoring workflow, and assisting in process improvements
• Developing rapport with clients to be viewed as a trusted advisor
• Liaising with legal, actuarial, accounting, and claims departments to service client needs
• Actively collaborating with broking teams across the organization to develop Surety opportunities

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