Sean Koutsakis

• Lead the implementation of Premier Services for the mass-affluent segment within the legacy Bank of the West footprint. • Drive strategic expansion initiatives to enhance service offerings and client engagement. • Collaborated with cross-functional teams to align resources and optimize operational efficiency.

Head of Remote Business Banking and SME Group Manager of the Midwest, Great Plains, and Colorado Regions. Additionally, help set the strategic direction for the Practice Solutions Segment and cross-functional initiatives between Wealth Management and Small Medium Enterprise.

Lead the Wealth Management Teams in the Rocky Mountain Region - Arizona, Colorado, New Mexico, Utah, and Wyoming. Additionally, opened our first wealth office in New York City and built a remote team out of Tempe, AZ. -President's Club Winner 2020

Lead the Wealth Management Team for Metro Denver and the Western Slope of Colorado. Manage private banking, brokerage services, investment management, mortgage banking, and wealth planning.

Lead the Wealth Management team for New Mexico and Arizona. Manage private banking, trust & estate services, investment management, mortgage banking and wealth planning.

Manage a portfolio of affluent and high-net-worth relationships with an emphasis on: Wealth Planning, Private Banking, Investment Management, and Retirement & Estate Planning

Coached, consulted, and trained 210 Personal Bankers and advised 48 Branch Managers how to more effectively acquire new customers, improve client experience, simplify the sales process, and deepen existing relationships through profiling and cross-selling.

Managed multiple financial centers in Orlando and Jacksonville, Florida. These were both established locations and brand new construction. Created and facilitated region wide workshops for branch staff aimed to attract new customers, profile effectively, refer to business partners, and retain clients. Highlights: • Highest cross-sell and customer service scores in Central FL Region consistently from 2005-2008 • Recognized Premier winner (top 5%) and managed 2 offices simultaneously • Attracted $8 million within the first 3 months of opening the first office in a new market • Developed and trained 14 manager trainees over a 3-year period to manage their own offices

Ensure the branch meets and exceeds customer service expectations, manage the overall operations, help grow the deposits, investments, and loan balances of the branch as well as coach bankers and tellers.

Actively managing banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs. Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs.

Supported customers with traditional banking needs and complex service transactions. Provided proactive customer outreach to gauge success and offer new tools to help customers meet banking and investment goals.

The Chief Revenue Officer program is designed for executives who aim to successfully integrate various organizational functions, find new avenues for revenue growth and optimization, and drive long-term profitability to gain a competitive advantage. The program offers a unique opportunity for current and aspiring revenue management executives to accelerate their careers and step into global leadership roles.

• Part of the winning team for the Bank Simulation Capstone Project

The PMP is the gold standard of project management certification. Recognized and demanded by organizations worldwide, the PMP validates your competence to perform in the role of a project manager, leading and directing projects and teams

• summa cum laude • Vice President of Alpha Kappa Psi, a Professional Business Fraternity