Wipfli

I am a seasoned professional with a wealth of experience in leveraging technology to drive transformation and growth in the financial sector.  At the heart of my approach is a deep commitment to forging stronger human connections and achieving impactful results through strategic innovation.

In my current role, I serve as a team lead focused on expanding our brand’s presence and deepening our engagement with financial institutions. My work revolves around enhancing our footprint for a comprehensive suite of digital solutions along with our core business encompassing audit, tax, technology consulting, and organizational performance.

I thrive on unlocking the real impact of technology, enabling clients to transform rapidly, engage intelligently, and realize tangible outcomes. My passion lies in blending decades of experience with a creative approach to solve complex challenges, helping clients scale with precision and impact.

I’m always eager to connect with like-minded professionals and organizations who are looking to transform their businesses and embrace the potential of digital innovation in the financial world. Let’s connect and explore how we can drive meaningful change together.

Business Development Manager-Digital and Strategy

Sales Success Society

Member

interface.ai

Responsible for boosting revenue through targeted sales of AI solutions to credit unions and banks across North America. Key contributor to the company's growth by forging strategic alliances with diverse technology and distribution partners. My strategy includes proactively identifying new business opportunities through dedicated outbound efforts, comprehensively addressing customer requirements, and nurturing advisory relationships. Skilled in handling several sales cycles simultaneously, I consistently achieve and surpass quarterly and annual sales goals (168% of goal in 2022).

Sr. Enterprise Account Executive

Allied Solutions LLC

I specialize in partnering with financial institutions in Wisconsin and Illinois, offering tailored solutions to overcome your business challenges. This involves:

Gaining a deep understanding of your specific circumstances and requirements.
Delivering innovative ideas, insights, and industry best practices.
Strategically align technology and SaaS solutions to address operational challenges.
Proposing tailored solutions to enhance your balance sheet management, lending processes, marketing strategies, and insurance options.
Offering expert advice on risk management and ensuring regulatory compliance.
Working closely with you to meet and exceed your business objectives.

Regional Vice President

Educators Credit Union

Oversaw a team of Financial Advisors and support personnel at a $1.5 billion credit union, focusing on identifying opportunities and providing exceptional service to members. Led the transition of our business model from a broker-dealer to a registered investment advisor. Directly reported to the CEO and engaged closely with Finance, Operations, Strategic Partners, and Marketing teams to achieve targeted outcomes.

Vice President - Investment Services

Boosted BCU's value and brand by addressing the financial needs of credit union members with properly aligned products and services.  Guided members in assessing their risk tolerances and financial objectives, offering clear solutions through collaborative efforts with various departments. Proactively explored new opportunities, products, services, and relationships to increase member value and drive revenue growth.

Relationship Manager and Financial Advisor

Alloya Corporate FCU

Effectively marketed and sold the suite of products and services offered by Balance Sheet Solutions, LLC (a subsidiary of Alloya Corporate Federal Credit Union), including non-discretionary investment advisory, institutional investments, and asset-liability management, to major credit unions across North America.

Senior Director of Business Development

Led the recruitment and development of a national team to enhance market presence and capitalize on revenue opportunities. Crafted and implemented strategic sales plans for the national market, concentrating on pinpointing targeted opportunities, devising approach tactics, and focusing on growth and market share expansion.

Associate Vice President - National Accounts

Created and executed strategies for developing and growing a territory in Wisconsin.  Proactively consulted and positioned products, services, and people to help meet the needs of Wisconsin Credit Unions.

Director of Business Development

CUNA Mutual Group (CUNA sold business to CUNA Mutual)

Promoted, managed, and marketed all aspects of nationwide turnkey student loan program for over 1,000 credit unions. Led direct reports and managed relationships with strategic partners and internal constituencies.

Product Manager – Credit Union Student Loan Network

CUNA -- Credit Union National Association

Responsible for achieving and exceeding sales goals for the Credit Union Student Loan Network and Market Index Certificate.

National Account Executive

adidas group

Managed all team accounts for Adidas America in Illinois and Indiana including both stores, colleges, and high schools.

Team Sales Representative - Illinois and Indiana

Helping Financial Institutions Realize their Full Potential with AI and technology

As a seasoned Account Executive, I bring over 25 years of dedicated experience in product, consulting and SaaS sales, specifically within the financial services industry. My career is marked by a proven track record of driving sales success and fostering genuine connections. I am known for my authentic leadership style, always ready to challenge the conventional and propel organizations towards new heights of achievement. 

My approach is grounded in honesty and integrity, ensuring that every interaction and decision aligns with these core values. My unwavering focus has always been to empower financial institutions to unlock their full potential. I achieve this by providing strategic advice, actively collaborating with stakeholders, and ensuring collective success.

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