Melissa Morgan
- Role
- Chief Retail Officer at Patelco Credit Union
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Melissa Morgan
Strategic executive with leadership responsibility in marketing, sales management and…
Experience
Chief Retail Officer
Sep 2014 — Present
As Chief Retail Officer, accountable for the Patelco Retail Branch Network, Branch Operations and Support. As the Chief Executive Officer of Patelcorp Inc, responsible for the Investment and Insurance business.
Education
Oklahoma State University
B.S., Economics and International Management
Columbia University
Economics
1981 — 1982
Skills
- Sales Operations
- Executive Management
- Portfolio Management
- Management
- Program Management
- Training
- Customer Retention
- Product Management
- Marketing
- Strategic Planning
- Leadership
- Analysis
- Business Strategy
- Mergers & Acquisitions
- Strategy
- Credit
- Sales Management
- Integrated Marketing
- Customer Experience
- Call Centers
- Investments
- Start-Ups
- Analytics
- Product Development
- Sales
- Direct Marketing
- Segmentation
- Risk Management
- Financial Services
- Banking
- Sales Process
- Team Building
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