Introducing
Anne
Contact Information
Anne
Certified Financial Marketing Professional (CFMP)
With over 25 years of industry experience, Anne is an experienced leader with expertise in strategic planning, marketing, finance, and profitability. Anne is adept at leveraging data and analytics for decision making which allows for the dissemination of information organizationally.
Anne has a passion to support financial institutions in adopting this approach for strategic planning, establishing growth plans, creating efficiencies, and educating associates. Anne’s diverse experience allows her to serve as a thought leader in the industry, author white papers, and speak at industry events.
Her expertise brings value to the C-Suite to ensure enterprise collaboration combined with her ability to present data observations in an easy to consume format makes results valuable to all stakeholders.
By fostering team cohesiveness, empowering associates, and applying an innovative approach, Anne will drive results for clients.
- Strategic Planning
- C-Suite Engagement and Enterprise Collaboration
- Cross Functional Global Leadership
- Quantitative and Qualitative Analysis
- Financial Analysis
- Thought Leadership and Industry Speaker
- Treasury / Cash Management
- Consumer and Commercial Banking
- Establishing Key Performance Metrics
- Data Governance (Advisory, Implementation, Analysis, Dissemination, and Policy)
- New Market and Product Assessments
- Optimizing Branch Network and Staffing
- Incentive Compensation Programs
- Marketing Plans for Growth
- CRM Management
- Project Management
- Product Management
- Data Warehouse Dashboard Design
- M&A Evaluation
- Financial Institution Profitability Measurement, Budgeting, and ALM Reporting
