Teams at Associated Bank

Performs first-line risk management for deposit operations by conducting risk assessments and control testing, monitoring account activity, documenting controls and issues, analyzing risk indicators and audit findings, supporting new product and system risk reviews, and preparing dashboards and governance reports. Collaborates with business, compliance, risk, and audit teams to resolve issues and maintain regulatory compliance, including Bank Secrecy Act obligations.

Leads sales, service, operational, and financial performance across a multi-branch Chicago region. Develops branch and market leaders, manages regional talent processes, strengthens customer relationships, drives strategy and change adoption, ensures regulatory compliance, and represents the bank in community activities.

Develops customized wealth planning strategies for high-net-worth individuals, business owners, and executives. Partners with wealth advisors and bankers to generate business, presents recommendations, coordinates solutions with professional advisors, identifies cross-sell opportunities, provides expertise on complex financial, tax, estate, insurance, and succession planning, and delivers educational presentations while managing client and prospect relationships.