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Utilizing a 32 year career of retail, business, commercial and corporate banking and combining that with business ownership, I can assist 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 make a road-map for your business and set achievable goals that will grow your business. I have successfully secured PPP funding for a variety of businesses and I can work with businesses to navigate the 11 page PPP loan forgiveness application to secure the loan forgiveness they need.
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Banking Executive And FounderBank47Claremont, Ca, Us -
Western Region Director, Founder And Board MemberLifesteps Bank & Trust Jan 2024 - PresentClaremont, California, United StatesI 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 Committee and ALCO Committee.
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Finance Professional And Ppp Forgiveness ExpertSs4B, Llc - Services And Solutions For Business May 2020 - Jan 2024Claremont, CaliforniaUtilizing 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 set achievable goals that will grow your business. I have successfully secured PPP funding for a variety of businesses and I can work with businesses to navigate the 11 page PPP loan forgiveness application to secure the loan forgiveness they need.
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Adjunct Professor Of FinanceCalifornia State University San Bernardino Apr 2012 - Jun 2022College Of Business And Public AdministrationTeach the concepts and practicality of corporate finance principals to upper division students utilizing real world examples gained from 30 years of banking experience. -
Senior Vice President & Regional Manager, Inland Empire Commercial BankingOpus Bank Mar 2018 - May 2020Ontario, CaliforniaA 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 Commercial Bank, Retail Bank, and Investment Property Bank. We listen to our clients’ plans for growth and then bring the bankers to help -- from capital to advice and counsel -- with everything from financial analysis and modeling, to mergers and acquisitions. -
Senior Relationship Manager, Team LeadCommunity Bank Feb 2017 - Mar 2018Ontario, California -
Vice PresidentCity National Bank Mar 2013 - Feb 2017Ontario, CaliforniaResponsible for business development in southern California with a focus on the Inland Empire marketplace. -
Senior Vice President, Regional ManagerWedbush Bank Sep 2011 - Mar 2013Ontario, CaliforniaResponsible 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.
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Market President - Inland Empire Commercial BankingMutual Of Omaha Bank Mar 2005 - Sep 2011Ontario, CaliforniaStarted, 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 authority utilized with no losses by the bank. -
Vice President, Client Manager Commercial BankingCitibank Jun 1999 - Mar 2005A 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 bank with credit commitments greater than $2MM. Duties include the write up and presentation of deal sheets and credit memos. Credits included manufacturing, quick service restaurants, lumber and commercial real estate loans. Built and maintained a $200MM pipeline reflecting over six years of calling efforts. -
Vice President, Team LeaderCitibank Apr 1997 - Jun 1999Greater Los Angeles AreaRecruited 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 business development team in September 1998. Planned and implemented various operations, sales and marketing programs through two mergers - First Nationwide and Glendale Federal. Strong ability to effect change among team members. Only manager to lead their team to exceed 1998 goal, receiving recognition for 128% of plan. -
Assistant Vice President, U.S. Corporate GroupBank Of America Jun 1994 - Apr 1997Responsible 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 grade credits, assuring clients are in conformance with covenants and conditions. -
Branch Manager, Assistant Vice PresidentBank Of America Mar 1993 - May 1994Accountable 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 service goals.Ranked top 8% of over 1,200 branches in California, earning Gold Club Status for 1993. -
Home Loan Specialist, Assistant Vice PresidentBank Of America Apr 1991 - Mar 1993Los Angeles, CaliforniaImplemented 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 Outreach Calls Program. -
District Sales Manager, Business ServicesBank Of America Aug 1988 - Apr 1991Anaheim, CaliforniaFormulated 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 throughout the sales cycle, consistently exceeding goals. Earned Achievement Award in 1988 for exceeding 150% of quota.
Adam Russell Skills
Adam Russell Education Details
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University Of Southern California - Marshall School Of BusinessFinance -
University Of California, Los AngelesGeography
Frequently Asked Questions about Adam Russell
What company does Adam Russell work for?
Adam Russell works for Bank47
What is Adam Russell's role at the current company?
Adam Russell's current role is Banking Executive and Founder.
What is Adam Russell's email address?
Adam Russell's email address is ad****@****cnb.com
What is Adam Russell's direct phone number?
Adam Russell's direct phone number is +121368*****
What schools did Adam Russell attend?
Adam Russell attended University Of Southern California - Marshall School Of Business, University Of California, Los Angeles.
What skills is Adam Russell known for?
Adam Russell has skills like Banking, Credit, Loans, Finance, Credit Analysis, Commercial Banking, Portfolio Management, Business Development, Commercial Lending, Corporate Finance, Financial Analysis, Management.
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