Interim Management
Gateway First Bank, Dallas, TX Interim Treasury Management Executive (9-month term)
- GFB is a newly-chartered financial institution serving Texas and Oklahoma. Reported to the CEO and the Chief Banking Officer.
- Created the first Treasury Management Strategy including customer segmentation, revenue forecasts, and expense projections.
- Created a staffing plan resulting in the hiring of two SVPs and one VP within the first three months. Developed performance goals and compensation plan for the new staff.
- Determined product offering to attract desired client prospects. Developed detailed Master Agreement in coordination with internal and outside counsel.
- Created client segmentation strategy and coordinated with other bank divisions for cross-selling opportunities.
- Reached 50% of annual sales target in the first five months.
- Developed and implemented prospect tracking tools and performance reports.
BAFT (Bankers Association for Finance and Trade), Wash., DC. Interim President and CEO (6-months)
- Managed the operational merger of two banking associations: BAFT and IFSA. Reported to the Chairman of the Board and the EVP of the American Banking Association.
- Revamped the budget to align revenue and expenses and oversaw the financial merger of the two associations. Calibrated staffing functions and eliminated redundancy within the organizational structure.
- Ensured the BAFT team delivered both on time and on budget the U.S. annual member conference and the global conference. These two conferences were critical to meeting revenue targets for BAFT’s annual budget.
- Restructured the interaction between the 24 Board members and BAFT staff. Coordinated with the Chairman of the Board to redesign quarterly staff reports, reorganize Board committees, and strengthen engagement with Board members on agenda topics. These changes resulted in reducing from four hours to 90 minutes the quarterly Board meetings.
- Rolled out the Asia Regional Council – the first effort in Asia for BAFT. Worked closely with banking leaders in Australia, Hong Kong, and Singapore to identify new members and develop regional working committees.
- Advocated on behalf of BAFT membership with the U.S. Treasury and European Union regulators on issues of importance to the BAFT members.
