Industry Leader | Corporate Board Member | HR Strategic Partner MBA@ Advancial Federal Credit Union
Dallas-Fort Worth Metroplex
Charlotte Leo 🗝
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Texas Woman's University
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Tell me more about Charlotte Leo 🗝?
FlashIntel GPTCharlotte Leo is an accomplished Business Development executive with 22.7 years of experience. She has led and advised Boards of large non-profit organizations and has a strong network of strategic connections. Charlotte has also taught personal money management to individuals and business development strategy consulting with organizations globally. She specializes in sales, marketing, business development, volunteer program management, and financial services industry leadership. Charlotte has held various leadership positions, including Director - Young Professionals and AVP Business Development. She is based in the United States.
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About
Accomplished Business Development executive that has led and advised Boards of large non-profit organizations, building an extensive network of strategic connections. Experience also includes teaching personal money management to individuals as well as business development strategy consulting with organizations of various sizes globally. Specialties: Sales, Marketing, Business Development, Volunteer Program Management, Leadership Development, Financial Services Industry Leader, Corporate Board Member, Civic & Social Organization Industry Advisor, HR Strategic Partner, Financial Education Benefits Consultant, Human Resources, Global Mobility
...See MoreWork Experience
Industry Leader | Corporate Board Member | HR Strategic Partner MBA
Assistant Vice President Business Development
Business Relations Manager
Financial Services
Charlotte Leo 🗝's Professional Milestones
- Mortgage Loan Officer | Field Coordinator (2001-03-01~2003-03-01): Successfully executed mortgage loan operations, enhancing productivity and ensuring customer satisfaction.
- Business Relations Manager (2008-01-01~2014-05-01): Building effective communication and cultivating strong relationships to drive business growth and expand market reach.
Education
Master Of Business Administration,
Masters
2002-2003Skill
Leadership
Leadership Development
Strategy
Business Development
Strategic Planning
Management
Training
Program Management
Sales
Team Building
Human Resources
Employee Relations
Employee Benefits
Account Management
New Business Development
Banking
Organizational Development
Coaching
Team Leadership
Sales Management
Marketing Strategy
Process Improvement
Event Management
Credit Unions
Networking
Microsoft Office
Business Relationship Management
Volunteer Development
Volunteer Engagement
Managing Volunteers
B2b
Community Outreach
B2b Services
Sales Operations
Supervisory Skills
Employee Development
Cooperatives
Seg Manager
Sales Excellence
Referrals
Certification
Colleagues
John Kurtz
vice president - lending at advancial federal credit union
Larry Burwell
chief information officer at advancial federal credit union
Deborah Griesbach
chief marketing officer at advancial federal credit union
John Burkel
Vice President | Chief Operating Officer
Brent Sheffield
President | Chief Executive Officer
Other Named Charlotte Leo 🗝
Frequently asked questions
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We found 3 Charlotte Leo 🗝's phone numbers
Charlotte Leo 🗝's social media include: Linkedin,
Charlotte Leo 🗝 works for Advancial Federal Credit Union
Charlotte Leo 🗝's role in Advancial Federal Credit Union is Industry Leader | Corporate Board Member | HR Strategic Partner MBA
Charlotte Leo 🗝 works in the industry of Financial Services
Charlotte Leo 🗝's colleagues are John Kurtz,Larry Burwell,Deborah Griesbach
Charlotte Leo 🗝's latest job experience is Industry Leader | Corporate Board Member | HR Strategic Partner MBA at Advancial Federal Credit Union
Charlotte Leo 🗝's latest education in Texas Woman's University
