Adam Russell Email & Phone Number

Claremont, CA, US

Claremont, California, United States

I am the Western Region Director, Board Member and Founder of LIfeSteps Bank & Trust, a growing commercial bank serving Sourthern California and Alabama. LifeSteps Bank & Trust was formed from the acquisition of Community Bank and Trust - Alabama. In addition to promoting the bank in the Southern California area, I also serve on the Executive Loan.

Claremont, California

Utilizing a 32 year career of retail, business, commercial and corporate banking and combining that with business ownership, I can help you or your clients with improving various facets of your business. With a focus on financial forecasting, expense management, bank negotiations and strategic planning, I can help you make a road map for your business and.

College Of Business And Public Administration

Teach the concepts and practicality of corporate finance principals to upper division students utilizing real world examples gained from 30 years of banking experience.

Ontario, California

A full service banker and office manager that can generate sales and manage credit, I have a 30+ year banking career that encompasses product sales and management in the areas of retail, commercial banking, corporate banking, residential mortgage, small business and a commercial banking.Opus Bank brings its clients ideas and solutions through its.

Ontario, California

Ontario, California

Responsible for business development in southern California with a focus on the Inland Empire marketplace.

Ontario, California

Responsible for building the Inland Empire client base for Wedbush Bank with a focus on commercial banking clients. Borrowers included equipment rentals, multi-family, transportation and gasoline/convenience store operators.

Ontario, California

Started, built out and managed the Inland Empire commercial banking office from inception to a full service commercial and retail operation in 2011. Responsible for managing credit, business development and customer service. Accountable for all credit and operational compliance within the unit as well as achieving sales results as assigned. $1MM credit.

A successful relationship manager with an emphasis on business development. President’s Club Award Winner and Circle of Excellence Award in 2001 for $45MM in production. Circle of Excellence Award 2000 for $29MM in production and a Circle of Excellence Award 1999 for $14MM in production.Responsible for prospecting, close and follow-up of new clients to the.

Greater Los Angeles Area

Recruited to bring up lagging sales for one of four region teams in Small Business Banking. Through active management of the team, increased sales from 25% to goal per quarter to 104% by year-end 1997. Subsequent responsibilities included establishing a de novo small business banking office in December 1997, as well as the formation of a commercial banking.

Responsible for primary credit analysis and corporate finance strategies for the airline and aerospace portfolio, with $1.1 billion in credit exposure generating over $20MM of earned revenue in 1996.Structured new credits to conform to market and bank expectations.Responsible for amendments, renewals and extensions of both investment and non-investment.

Accountable for the bottom line performance of a $29 million deposit branch with over 2,400 DDA clients.Recorded record results through branch teamwork involving cross-sales, telemarketing and calling campaigns.Ranked 1st of 195 in Business Loan goals and ranked 2nd of 195 in Business Banking goals.Ranked top 10 of 195 in the Region in overall sales and.

Los Angeles, California

Implemented a pilot program including a marketing plan for the bank's low income home loan program in the South Central L.A. area, resulting in a 40% increase in residential loans booked.Achieved 160% of the 1992 residential loan goal for the District, conducting over 75 presentations to special interest groups and achieving 450% of quota for the 1992 CRA.

Anaheim, California

Formulated and implemented a marketing plan for Santa Fe Springs resulting in a 20x loan volume increase generated from the maintenance and growth of a portfolio of 300 upscale clients.Top 10% of loan officers for loan volume in 1990.Managed branch calling effort to coordinate sales to existing clients.Successfully worked with CFOs and Controllers.

Mba, Finance

Ba, Geography