Board Profile

Board Experience

TEMPO Board – 9 years

TEMPO Board Chair – 2015 to 2017

Discovery World Board – Executive compensation committee, Strategy, Donor development – 10 years

Youth Frontier Executive Steering – 8 years

United Way Leadership Cabinet – 4 years

American Heart Association, Heart Ball Chair – 2018, Walk Chair 2016, Appeal Chair.

Junior Achievement Dane County – 4 years

St. Robert’s Finance Committee- 3 years

TEMPO Mentor of the Year, Business Journal Women of Inspiration, Diversity Supplier, Women of Note (40 under 40) Power Broker SE Wisconsin.  U.S. Bank Business Development Network of the Tear, Executive Sponsor, Founder and Executive Sponsor Women of Wealth and Women of Wisconsin.

Professional Summary

President, Midland Wealth Management -2022 current

As Midland Wealth Management President, I develop and implement the strategic, operating, and executional course of our wealth management business to help our clients live life fully with great strength and more heart.

I lead a group of over 90 tenured professionals providing leadership, planning, and executive management to achieve our overall objectives. This includes CIO, COO, and Sr. Directors of Wealth Management, Trust, Estate, and Retirement Planning Services. Additionally, we lead with our Wealth Advisors, Financial Advisors, Trust Officers and Administrators as fiduciaries guiding clients with our best interest approach to financial planning. We know our clients’ goals and aspirations personally through our family office boutique / deep expertise approach for all wealth levels.

Midland’s wealth service offerings include Investment and Advisory, Trust Administration, and Retirement Plans. We offer non-proprietary products with our expert Chief Investment Officer and team actively managing investment portfolios.

Additionally, I lead Midwest Trust Company’s strategic and growth plans for our Chicago and New York offices. We are renowned for specialized trust planning and administration for guardianships, special needs trusts, and more.

One of several key senior executives setting the strategic and tactical course of Midland Bank through our One Midland culture and client centric delivery approaches including in person, digital and hybrid. Collaborate with Bancorp Board Members to conduct appropriate Trust Company risk oversight and operational integrity.

Together, we are leading and building a NASDAQ traded formidable Regional / Community bank including expansion plans in the Midwestern and major metro U.S. markets and nationwide virtual delivery of banking, wealth, and commercial services.

Join us today if you value trusted leadership, knowing your financial advisor team personally, and a company who is committed to stewardship in our communities.

U.S. Bank Metropolitan Markets, United States – SVP, Wealth Management National Executive Sales Director – 2016 to current

• Leading 800+ Wealth Bankers, Advisor and Associates in all major metro U.S. markets.
• Business sales & service transformation to goals based planning.
• Influence cultural evolution and client advocacy.

U.S. Bank – SVP, Wisconsin Consumer Banking and Branch Delivery Regional Manager – 2009 to 2016

• Led over 480 colleagues in 58 locations with 160+ matrix partners.
• Year over year growth in Mortgage, Investments, Business loans, Merchant and credit cards.
• Transformed entire collaboration culture & engagement survey scores and customer experience.

RBS, Charter One Bank – Ohio/Illinois, SVP, Executive Retail Sales Director – 2005 to 2009

• Led 10+ Regional & District managers with 986 direct reports in 155 locations which consisted of traditional, onsite & instore financial centers.
• Collaborative & transformational responsibilities improving sales, service, risk, colleague development and business partner collaboration in Ohio and Illinois.
• Led bank wide operating plan, business review and strategic process.

Fifth Third Bank – Illinois/Indiana – 2001 to 2005

SVP, Market & Denovo Sales Strategy Manager

SVP, Regional Retail Sales Manager

Old Kent Bank (Fifth Third Bank) – Ohio/Michigan/Illinois – 2000 to 2001

VP, Midwest Business Banking Sales Manager

Old Kent Bank (Fifth Third Bank) – Countryside, Illinois – 1994 to 2000

VP, Retail Investment / Consumer Sales Manager

Recognition & Awards

See prior list:

TEMPO Mentor of the Year 2018

Milwaukee Business Journal Top 100 Power Brokers 2018

Supplier Diversity Star of Excellence 2014

Midwest Urban Empowerment Award – Financial Leader 2013

American Heart Association Top Executive Female & Team Fundraiser Award 2012-2018

Most Powerful Women in Banking Team 2011

U.S. Bank Development Network chapter of the Year 2011

Most Influential Women Inspiration / Executive Award Wisconsin 2011

Crain’s Magazine Business Women of the Year 2006

Top 5 finalist Chicago YMCA Female Business Leader of the Year 2003

Personal