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Click here or scroll down to respond to this candidateCandidate's Name
New York, NY PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLEPROFILEAccomplished financial services professional with robust experience in establishing key relationships and delivering optimal results and business value in high-growth environments. Skilled in managing territory expansion, contract negotiations, new account development, commercial real estate lending, syndication deals, sales management, cash management solutions, relationship building and management, market share growth with real estate and middle market clients, and customer relations across various industries. Credited for developing growing markets and consistently enhancing revenue. Excels in formulating execution-focused strategic plans with senior management, and bankers. An exceptional communicator and presenter with an ability to quickly grasp and execute new concepts. Microsoft Office Suite, CRM and Salesforce. Great network of Centers of Influence and C-Suite contacts. Language skills include fluency in Italian, conversational Croatian.PROFESSIONAL EXPERIENCEBUSINESS CONSULTANT, New York, NY Mar 2023 presentSelf-Employed ConsultantCoordinate business loan funding through private debt introductions including family offices, investment banking boutiques, and investors. Provide cash management advisory to small and medium size companies in various industries.Review pitchbooks and introduce deals for funding in various industries.KEARNY BANK, New York, NY May 2021 to Dec 2022Vice President, Commercial Real Estate Lender / Loan OriginationManaged loan portfolio totaling $45 million at a regional community bank, sourced deals through personal networks including centers of influence, identified new business opportunities and developed net new client relationships. Total new loans originated at $55 Million including office, multi-family and other asset classes.Originated, structured, underwrote, and presented commercial real estate loans to credit committee. Prepared loan summaries and term sheets to present proposed deal structures. Presented local syndication dealsStrategized with commercial bankers and increased annual account revenues by 10% above plan by credit underwriting and cross-selling bank products which included cash management and private banking.Conducted a detailed review of 25+ maturing loans and prepared recommendations for extension to review with the credit committee.CIRCADIAN FUNDING, New York, NY Oct 2020 to May 2021Director, Business Development (Independent Consultant)Identified clients working capital needs and sourced lending products for small to medium-sized businesses, including term loans, real estate-backed loans, short-term unsecured loans, and lines of credit, to facilitate business growth.Originated, reviewed and analyzed up to 10 deals dailyPresented loans to senior management for approval with a 90% success rateGrew and maintained 15+ relationships with centers of influence including accounting and law firms, brokers, and financial intermediaries in addition to direct business owners, resulting in on-target revenue generationLIFTFORWARD, Inc. New York, NY Dec 2018 to Jun 2020Director, Middle Market Business Development / Loan OriginatorAs an alternative lender to businesses, collaborated with banking institutions and centers of influence, including accounting and law firms, and family office advisors, to build strategic partnerships and pursue growth opportunities.Strategically planned and conceptualized creative strategies to enhance corporate business accounts such as presenting to law firms and accounting firms. Resulted in origination of $4 million in loans across industriesPlayed an active role in originating, structuring, and negotiating deals ranging from $100,000 to $1.5 millionRegularly marketed the firm at industry events, including The Turn Around Management Corporation (TMA), The Association for Growth (ACG), and family office conferences to promote our customizable loan productsHYPATIA CAPITAL, New York, NY Feb 2018 Dec 2018Director, Sponsorship and Strategic Initiatives (Independent Consultant)An asset management firm focused on sponsoring female CEOs and investors.Introduced potential investors including high-net-worth, single and multi-family offices to the organization and presented deals for funding across a broad range of industries, including commercial, industrial and retailSecured corporate sponsorships incl. $25,000 from Capital One for an investment conference at the Harvard ClubCandidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLE Page 2CAPITAL ONE BANK, New York, NY May 2016 Feb 2018Vice President, Cash Management Sales, Commercial Real EstateAs the accountable cash management expert for the largest national Real Estate Investment Trusts and Funds, partnered with credit relationship managers, on clients deposits, treasury management, and other liquidity needs. Liaised with senior finance leaders to strategize and gain approval for competitive deposit rates and cash management solutions.$5.3 million in sales revenue for 2017. The total book consisted of $2.7 billion in depositsDoubled business book through deposit and treasury services growth, cross-selling of bank products including foreign exchange, credit, capital markets, wealth and asset management, for existing and new clientsDelivered above-target revenue goals and developed profitable and productive business relationshipsLed internal team on Request for Proposals for clientsBUSINESS CONSULTANT, New York, NY Jan 2015 May 2016Self-Employed ConsultantCommunicated with key accounts to improve customer service and brand loyalty. Conducted market research and feasibility studies to analyze market trends and competitor activity resulting in increased product feedback for enhanced design and quality improvements.Hypatia Capital: obtained corporate sponsorship for Private Equity conferences from top banksKahler Global: obtained corporate sponsorship and speakers for Cyber Security conference for family officesTiffany & Co: provided high-end jewelry, fragrance, gifts, home and accessories sales, including various Tiffany collections, to high-net-worth clients using best-in-service methodology and clientelingWELLS FARGO AND Co., New York, NY Dec 2009 Sep 2014Assistant Vice President, Capital Finance Asset Based Lending Clients, Treasury Relationship ManagerManaged and sold cash management solutions to a portfolio comprised of 60 corporate Asset Based Lending clients with sales revenue of $1.5 million from diverse industries, including manufacturing and distribution. Navigated the customers treasury management risk through turnarounds, bankruptcies, and liquidations.Exceeded revenues by 20% by cross-selling and internal business referralsLed yearly client reviews at C-Suite level, to explore further treasury needs in addition to private banking, foreign exchange hedging, international treasury management, and investment sweep vehicles.Managed the resolution of daily overdrafts and advanced fund positions.THE BANK OF NEW YORK MELLON, New York, NY Mar 2006 Jan 2009Assistant Vice President, Commercial Real Estate Relationship Manager / UnderwriterManaged a $300 million commercial real estate portfolio of developers and property management companies.Increased account revenues by 16% through credit underwriting and cross-selling including diverse products and services including treasury solutions. Delivered sales revenue of $1.2 millionOriginated, structured, underwrote, presented to credit committee, and managed the closing loan process of permanent debt financing of $2 million through $50 million for clients. Participated in syndication deals.FIRST REPUBLIC BANK, New York, NY Mar 2003 Mar 2006Cash Management Sales Associate, Business BankingEast coast cash management sales representative. Marketed and sold cash management solutions including lockbox, sweep accounts, third party depository, cash vault and others to prospects and existing institutional clients. Clients included hedge and private funds, commercial real estate firms, law and accounting firms, and not-for-profit.Consistently exceeded quarterly sales quota by 10%Established quarterly meetings with business bankers to discuss cash management prospects. Organized and hosted internal Lunch and Learn training sessions for the bankers on a quarterly basisSupervised a team of five to assist with sales, marketing and online bankingAssisted the operations team with onboarding new clients. Analyzed clients account analysis statementsPROFESSIONAL DEVELOPMENTBachelor of Business Administration, Finance, Bernard M. Baruch College, City University of New York, NYCoursework in commercial real estate analysis (6 months), NYU, School of Professional Studies, NYCredit Training Program (9 months), Bank of New York Mellon (one of twenty selected throughout the company) |
