Adam Weisner

UOS is an execution software for your business designed to force focus on what matters most. Move what matters without more meetings. Stop managing tasks. Start driving outcomes.

Sherman Research is the engine behind the #1 fastest growing TAMP in the country. We’ve designed patented investment research software for tactical asset allocation portfolios and strategies. We exist to launch financial strategies that propel lives for Christ, and give 51% of our net income to charity.

Personal brand community of more than 100K+ followers including entrepreneurs, founders, and CEOs in a private paid community, and private 1:1 CEO/executive coaching for a select group of Christian-led businesses. @TheDispensableCEO on TikTok/Instagram/FB/Youtube

Led company to grow 3X in top line revenue, and 4X on net income in 5 years, all while maintaining zero debt and driving to a 25% net profit margin. Successfully navigated restructuring the company, winning key relationships and business with Fortune 100 and 500 companies like John Deere, Tiffin Motorhomes, Thor, Airstream, Winnebago, and BASF. Rolled out EOS, secured ISO 9000 certification, and built world class brand and marketing content in house that generated over 80 million impressions a year.

Launched national start-up digital bank PurePoint Financial (PPT) from zero to $1B in 30 days - and $4B+ in year one. PPT grew to $7B+ and 70K clients before US Bank acquired Union Bank. From zero clients to clients in all 50 states in the first two weeks of launch. Award-winning new brand and deposits. Leadership and oversight of all Client Services for PurePoint Financial. Leadership of digital channels for PurePoint and Union Bank. National Client Support Center / Call Center – Little Rock & St. Petersburg. Call center with 50+ agents and onsite management of third party vendor relationship. Opened 22 Financial Centers in Dallas, Houston, Miami, Tampa, Chicago, and New York. Created multi-channel Client Experience Survey Program – internally built and owned. Business Lead for overall project driving and managing strategy and execution of business requirements for enhancements and new releases. Award-winning build and launch including Retail Banker International - Best Service Innovation 2018 and FIS Top Ten Client Award for Innovation.

Leadership of Online Banking, Online Account Opening, and Native Mobile Apps. 350K+ active OLB users within the Union Bank customer base. Developed digital roadmap to sunset legacy systems and create new OLB/OAO/App experience. Led team that designed wire frames and did UAT / UXT. Launched Face ID/Touch ID on native iOS and Android apps. Integrated legacy credit card platform into in-house OLB platform. Onboard and vetted vendors for design, development, and execution. Supported all channels including consumer, small business, wealth and investment OLB.

Work stream Lead $120M+ project size, opening 22 physical financial centers, a call center, and launching a direct bank. Project leadership on national and online bank expansion initiative. Leadership of all sales & service development of financial centers and call center. Hired 50+ employees over 6 months, including Director, VP, and AVP levels – interviewed every employee in person across the country before hiring. Built entirely new behavioral interview process to hire a new type of service employee.

Leadership of 17 Union Bank branches in the Los Angeles Metro market. 150 FTE, 20 direct reports. #1 Region in the market for full year 2014, #2 in the bank. 2 High School branches, delivering on CRA initiative – first time in LAUSD. Total Deposits - $1.56B, Total Assets - $389M. Bank-wide project involvement (Coaching, Sales Process, Client Experience).

Sales and integration strategy for 51 branches following SBB&T acquisition. Led post Customer Day 1 integration strategy for sales culture along central coast. Created division roundtables, uncovering and identifying key integration issues. Developed the iLoan campaign, generating highest loan app volumes for the year. 98% deposit retention in the Central Coast division through integration. Beat deal model core earnings by $10M+ in FY 2013.

Oversight of 16 branches in the Greater Monterey Bay. 100+ FTE, 16 direct reports. Highest retention / growth of deposits post acquisition of any market. Ranked #1 in the division for FY 2013. Highest core earnings / revenue growth YOY in the division.

Union Bank Thousand Oaks / Westlake – consolidated SBB&T/UB branch. Deposits of $193M and $89M in loan outstandings. Raised over $110,000 in donations for AHA Heart Walks as Chairman. Recognized in Pacific Coast Business Times “Who’s Who In Banking & Finance”. 8-time Winner’s Circle/RER selection (2010-2013). Night of the Stars – Bank-wide Recognition Q1 2012.

Pacific Coast Banking School, in partnership with the Foster Graduate School of Business at the University of Washington, offers a unique combination of world-class faculty, cutting-edge curriculum, and highly qualified participants that defines it as The Premier National Graduate School of Banking™. Founded in 1938, this prestigious school boasts over 11,000 alumni, with hundreds serving as leaders of financial institutions.