Company: Wells Fargo Private Bank
Title: Private banker
1. 176 percent year over year revenue growth for 2012 to Wells Fargo Private Bank
2. Highest team financial planning revenue 2011
1. Top 10 wealth management producers in the southeast region for Wells Fargo Private Bank.
Top philanthropic leadership roles
1. Leukemia Cup Regatta board member
2. Annual contributor to the Historic Savannah Foundation
Questions for BiS
Q. As a proven local leader, please share your vision of Savannah’s future. What growth or challenge do you foresee:
A. By the end of 2013? Finishing the Truman and roads at The Landings.
A. By the year 2020? Competitive public schools. We need continued improvement to meet the demands of larger companies considering Savannah as a home.
A. By the year 2030? Using the port deepening as a way to continue expanded production in that industry and ultimately driving other ancillary business to come to Savannah.
Q. How will you do business differently in the coming year or decade?
A. My goal is to try and continue delegating tasks to free up my time. I also want to work hard on developing more strategic relationships in our community.
A. What technological or cultural advances are you looking forward to in the coming year or decade?
A. iPAD for client Presentations and maybe an iPhone to replace my Blackberry.
Q. What qualities or assets will distinguish Savannah and preserve/advance our local economy?
A. Don’t lose sight of our history. The port town and historical landmark we are and the culture behind it will lead to success.
Q. What economic drivers and business sectors promise the most growth in the next year or decade and why?
A. Energy. We are going to consume more goods as the economy continues to grow, Technology businesses have the capital on their balance sheets and will continue to invest in technology in order to be competitive.
Q. What college degrees will be the most in-demand in the Savannah area and why?
A. Logistics, logistics and logistics.
Q. What advice do you have for other Savannah leaders in the coming year or decade?
A. Enjoy the ride. My assumption is we are about to go on a very good ride over the next decade. Enjoy the moments. Seems like time sure flies when you are working hard.
Q. What innovation of yours do you hope will be remembered by future generations?
A. In my business leading by example is the best way and I hope future generations learn if you work hard, are sincere and provide good advice, anything is possible.