Barbara Horciza

Barbara Horciza is an inclusive leader and team player who passionately champions the breadth and competitive advantages of the Wealth and Investment Management (WIM) platform, including comprehensive planning and advice, investment management, estate planning strategies, trust, business succession, family legacy, executive services, real estate management and retirement. As the Western Regional Support Leader, Barbara works with leaders across the firm to execute strategic initiatives that drive results. Accomplishments:Dynamic business initiatives consultant with heightened expertise in leading impactful enterprise, sales, and operations strategies. Impressive record of driving compelling, game-changing programs aimed at enhanced revenue generation and process efficiencies and optimization. Talent for influencing teams to unprecedented performance and achievement. Strong in successfully identifying, capturing, and cultivating key business alliances and partnerships within competitive banking & investment arenas. Thought leader in large and complex cross-functional initiatives, partnerships, program development, implementation, and execution to meet firm objectives. Adept at opportunity profiling, client discovery, and service model expectations. Persuasive communicator; savvy business partner; effective change agent. Proficient in combining scalable critical thinking and tactical execution, all while staying focused on desired timelines and bottom-line results.Disciplined project management and organization skills, with proven experience delivering large complex project and technology deadlines including implementation, executions, and results.Strong interpersonal skills and ability to earn trust and respect of cross-functional partners, sales management, salesforce, and executive leadership.Create and present engaging presentations on high net worth strategic initiatives, sales programs, and client experience programs to groups of 10-200 employees and leaders.Areas of Expertise: • Strategic/Solution Design, & Execution• Process Improvement• Project Management• Operational Leadership• Reporting & Insights• Shareholder, Partner & Advisor Advocate • Organizational & Business Centric• Audit, Risk & Governance• Business Development