Marc Winkler

Partner, Business Strategy

Marc has over 30 years of experience helping community banks grow revenues, assets, and profits by integrating strategy, finance, marketing, technology, operations, and human resources. He has served as a CEO, COO, CFO, and Chief of Retail Banking. He wrote and implemented the strategic plan that grew one community bank from $120 million to $800 million in assets and increased annual profits from $600,000 to $9.0 million. He has started a de novo bank, managed public offerings, guided banks in need of restructuring, and implemented restoration plans to achieve regulatory compliance.

He has also directed the consulting division of a risk management firm, leading strategic planning, new product and service analysis, risk assessment, and due diligence for clients ranging from $70 million to $4 billion in assets. Marc’s MBA in Finance (Rutgers) compliments his B.A. in Political Science (University of Cincinnati). He believes that numbers tell the story but that the authority to enact change comes from humility, a sense of purpose, and a desire to help people grow. He has mentored many young executives and managed up to 170 staff by knowing their names, encouraging their development, and empowering their strengths. Marc has served in leadership positions on multiple boards that serve community-building initiatives.