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.
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
U.S. Bank – SVP, Wisconsin Consumer Banking and Branch Delivery Regional Manager – 2009 to 2016
RBS, Charter One Bank – Ohio/Illinois, SVP, Executive Retail Sales Director – 2005 to 2009
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
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
Skills : Diversity, Equity & Inclusion, Environmental, Social & Corporate Governance, Financial Expert, Human Resources, Risk & Compliance, Sales
P&L Responsibility : $5B+
Leadership on Board : Director, Advisor, Board Chair, Committee Chair, Committee Member
Level of Experience : Cxo/President
Company Revenue : $3B+
Industry : Financial Services, Non-for-Profit/Education, Private Equity, Professional Services, Retail/Consumer Products
Committees : Compensation, Executive, Finance, Fundraising & Development, Nominating & Governance, Risk
Board Experience : Public, Private, Non-for-Profit, Advisory