This document is a resume for Aaron J. Huberty. It summarizes his experience as a senior relationship, sales, and marketing executive with over 20 years in the financial services industry, primarily at Wells Fargo. It highlights his record of successfully growing cross-sell programs, generating revenue, and improving operational performance through strategic partnerships, business development, and cost improvements. It also lists his educational background and involvement in professional and community organizations.
1. AARON J. HUBERTY
2001 NE Trilein Drive - Ankeny, IA ~ (H) 515-963-0224 ~ (B) 515-557-7363 ~ aaronhuberty@wellsfargo.com
SENIOR RELATIONSHIP, SALES ANDMARKETING EXECUTIVE
SENIOR RELATIONSHIP, SALES & MARKETING EXECUTIVE
ENTERPRISE PARTNERSHIPS
ENTERPRISE PARTNERSHIPS TRATEGIC BUSINESS DEVELOPMENT
S STRATEGIC BUSINESS DEVELOPMENT OSTOST IMPROVEMENT
C C IMPROVEMENT
Highly-driven, performance-focused professional in the financial services industry. Accomplished leader of best-in-class
consumer and commercial plans, programs, initiatives, and relationships. Versatile executive known for collaboration
and teamwork, connecting businesses in large company, solving problems and analyzing issues, and communicating
powerfully and effectively. Established leader with notable record for attracting and developing some of company’s best
and brightest talent. Solid reputation among business leaders, partners, and team members. Record of excellence in
delivering on-time, on-budget, while still achieving overall cross-sell results.
PRODUCTIVE SALES AND MARKETING SENIOR RELATIONSHIP MANAGEMENT
Run comprehensive cross-sell programs that exceed Builds trusting relationships by collaborating and
expectations by innovative solutions, measuring results, negotiating with senior leaders across the enterprise to
disciplined controls, and crisp execution. help achieve integrated strategies, plans, and programs.
SIGNATURE REVENUE & OPERATIONAL IMPROVEMENT HIGHLIGHTS
Increased cross-sell new business loan volume from $92MM in 2000 to $804MM in 2009, which enabled sales
teams to originate more high-quality receivables by providing business with low cost leads and referrals.
Lowered expenses by $2.1MM in 2009 from base budget of $14.3MM through a series of changes to partner
compensation, team processes, and organizational structure.
Generated $10.8MM of non-interest income for business P&L in 2009 by negotiating partner compensation
plans, improving customer and banker value propositions, and streamlining referral and reporting processes.
Improved critical ‘opt-in’ referral metric from 33% in 2005 to 79% in 2009 by gaining executive commitment,
agreement on success measures, aligned goal structures, and providing effective sales & training support.
“ …can be counted on to deliver outstanding business results.” – Divisional Marketing Leader, Wells Fargo
“…the type of leader and manager everyone wants on the team.” – Divisional Business Leader, Wells Fargo
PROFESSIONAL HISTORY
Wells Fargo & Company, Consumer & Commercial Finance Divisions, Global Marketing, 2000 - Present
VICE PRESIDENT, BUSINESS & MARKET SEGMENT MANAGER, Des Moines, Iowa
Accountability for team of cross-sell managers and consultants focused on partnering activity between Wells Fargo Financial
and broader Wells Fargo enterprise, with additional responsibilities for National Cross-Sell Team, Diverse Segments and
Corporate Sponsorships departments - in total, 7 direct and 27 indirect reports. Direct leadership responsibility for
consolidated $14.3MM budget, revenue line-items, strategic planning, staffing, compliance, and portfolio of 35+ projects.
Experience in leading business model change in centers-of-excellence, start-ups, and shut-downs. Strong team member
engagement scores and individual performance rating of 4.6 on 5.0 scale. Primary responsibilities Include:
STRATEGIC PARTNERSHIPS AND NATIONAL CROSS-SELL TEAM 2000 - Present
Responsibility for two-way referral programs that supplied 842M referrals between Wells Fargo businesses.
Negotiated partner compensation agreements totaling $11MM between Wells Fargo Financial and partners.
Tested alternative distribution strategy which resulted in 238% increase in total loan productivity.
Worked with consultant to plan and execute cost improvement strategies, resulting in $7.6MM savings.
2. AARON J. HUBERTY – PAGE 2 OF 2
Wells Fargo & Company - Continued
Management oversight of 17 employees providing cross-sell support to 12 different banking marketplaces.
Provided program training materials and resources to 800 consumer finance stores and 3200 bank stores.
Consulted with sales leadership to develop user-friendly, data-driven reports for use by 240 sales managers.
DIVERSE SEGMENTS – Responsible for individual contributor and $326M department budget. 2007 - Present
Worked collaboratively to develop analytic insight and customer segmentation strategy.
Focused on accurate research and assessment of “in-language” processes to improve customer experience.
CORPORATE SPONSORSHIPS – Responsible for manager, consultant, and $2.8MM department budget. 2007 - 2009
Measured financial impact of $2MM Kyle Petty NASCAR sponsorship with customers, clients, and team members.
Tested online customer treatments to improve overall customer loyalty, satisfaction, and penetration.
CORPORATE MARKETING – Individual contributor with program and relationship responsibilities 2000 - 2005
Partnered with internal and external partners to send 1.8MM pieces of direct mail, largest in company history.
Awarded prestigious “Innovation Award” for Six Sigma project leadership of $2MM leads database initiative.
Norwest Financial, U.S. Consumer Division, 1992 - 2000
STORE MANAGER, Consumer Finance, Phoenix, Arizona (1992 – 2000)
Responsible for managing three consumer finance branches in Phoenix metropolitan area. Primary responsibilities: grow
loan and sales finance receivables, control bad debt expense, ensure compliant processes, and staff effectively.
Year 1993 1994 1995 1996 1997 1998 1999
Results 107% 113% 109% 146% 108% 134% 111%
Generated 5M store accounts and $15MM in loan receivables, both highest in Arizona territory, with average
Return On Asset of 3.3%.
Recruited, hired, managed, and provided training to 70+ assistant managers, credit manager trainees, and
customer service representatives. Promoted 14 team members to senior sales roles within the organization.
Achieved “Star Performer” distinction which recognized top-performing branch in Southern California & Phoenix.
Started as Credit Manager in 1992 and within 18-months was promoted to Store Manager.
EDUC A TI ON / C OMMUN I T Y & PROFESSI ONAL DEVELOPMEN T
St. Ambrose University, Davenport, Iowa
Bachelor of Arts Degree – Business Management / Economics (1988 – 1992)
COMMUNITY INVOLVEMENT
American Cancer Society – Planning Committee (2010)
Ankeny School District – Parent Advisory Board (2007 – 2008)
Vice President, The Someday Foundation (2001 – Present)
PROFESSIONAL DEVELOPMENT
Diverse Mentoring Program Leader (2010)
Students in Free Enterprise, National Judge (2008 – Present)
Community Banking, Leadership Mastery Program (2008)
Leadership Education and Development Program (2004)