Presented by Danisha McCarter / Commonwealth National Bank
Focus Women’s Conference, Session Four, 3:40PM – 4:40PM, Nov 15, 2023
This workshop introduces financial planning and explains how we can help you to achieve financial well-being with a personalized and holistic approach. You will learn how a financial wellness plan is built on a foundation of tried-and-true financial priorities and how these priorities can help to shape and inform your short-term and long-term financial goals. The course culminates in the acknowledgment that a truly successful financial plan is not a set-it-and-forget-it prescription, but a flexible design created to adjust to life’s ongoing changes.
Danisha McCarter Bio
Danisha McCarter is the Vice President of Retail Operations at Commonwealth National Bank. In this role she plans, directs, coordinates, and oversees activities in the Retail Operations department. Additionally, she provides coaching and development to the retail staff while maintaining a strong compliance focus for the branch network.
Prior to joining Commonwealth National Bank in 2023, Danisha spent the last 17 years as a business development officer, community relations officer, branch manager, and diversity and inclusion liaison at major financial institutions that include AmSouth Bank, PNC Bank and BBVA Compass. Her prior responsibilities involved serving as the bank’s local champion in leading community relations programs and projects that support organizational corporate responsibility objectives for community outreach, reputation building and business development. Danisha also helped to execute local charitable giving and volunteerism activities for multiple banking institutions. She monitored market level compliance with Community Reinvestment Act (CRA) guidelines and goals and worked with local market executives to develop strategies to address CRA deficiencies. She successfully launched the first high school student-run bank in the State of Alabama at Williamson High School and served in an integral role in implementing the Mobile Bank On community-wide initiative in 2014.