Bill Geis

Background

About Bill Geis

Bill Geis: INDUSTRIES: Financial Services LOCATION: East Coast Experienced financial services leader who works to maximize profitability by aligning the firm’s culture with the strategies necessary to drive client retention and growth. Ability to see an organization from a perspective that allows me to quickly recognize both problems and opportunities. Understands how to balance the management of the P&L and a focus on the client’s needs. Leadership Focus. Big picture thinker who has an innate ability to change the culture of an organization by assessing the needs and motivations of all stakeholders, and when necessary challenge the status quo. Client Focus. Unique background in both product management and sales gives me the ability to effectively grow an organization. Proven history of identifying the roadblocks and consistently providing the client with convenient solutions. My ability to focus on the end–user assists me in all facets of implementation from process improvements, efficient and effective use of technology, and designing compensation to motivate the appropriate behavior. P&L Focus. Understands how everyday activities can impact the bottom line and how an effective leader must manage the P&L as a part of the decision making process. Proven history of focusing on the key drivers of my P&L (Approved Applications, Pricing, FA/Banker engagement) in an effort to manage the overall profitability and growth of his business. Looking to apply my leadership, client and P&L focus to add value to a financial services organization to maximize revenue and profitability through more effective product and sales management which includes process improvement and cultural change. Specialties: Wealth management, banking, securities backed lending, client focus, business strategy, leadership, strategic and operational planning, P&L management, commercial lending, cross-selling, mortgage, product management, product development, revenue enhancements, resource allocation, sales management, regulatory experience, operations, changing corporate culture, talent management, reengineering, process improvement, formal credit training