Andy Carson Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina

Charlotte, North Carolina Area

Treasury Sales Officer (TSO) I am responsible for managing, and aggressively growing, frontline treasury revenue streams across NC, SC, GA and TN of small to large privately held and public real estate entities. Teamed up as needed with Client Managers, FX, Investment, Card, Trade/SCF, Liquidity Product partners and others across the enterprise to drive US and International Treasury Solutions for assigned client base. Focusing on client acquisition and deepening existing relationships through identification of client needs. Accountable for revenue growth, client calling, portfolio development, pricing, responding to RFP/RFIs, build and execute client plans, call preparations and participate in overall treasury presentations as well as provide participation in industry forums.

Charlotte, North Carolina Area

Treasury Sales Analyst- Commercial Real Estate

Managed daily operations of growing portfolio companies with a focus on revenue and profit growth. Provided leadership on mergers and acquisitions of undervalued organizations. Established the development and evaluations of production deliverables, analysis, presentations, reports and case studies through due diligence on selected acquisition targets. Developed and executed plans to build and maintain prospective investment targets. Identified and captured strategic opportunities to drive sales and market share. Operated with Principals on executive decisions of portfolio companies in numerous industries. Managed activities in the venture capital and private equity industries resulting in a strong network.

Facilitated financial sales growth by trading equities, options, ETF's, mutual funds and money market funds.Analyzed numerous investment instruments in complex option trading and equity securities for portfolio growth.Widely recognized in an instrumental role with management placing 401(k) trades, ESOP trades, DRS trades and training new hires.Promoted into management after first year. Interviewed, hired and trained new employees. Surpassed department goal by twenty percent, ranked in the top five percent of department. Evaluated new client's portfolios and retained ninety eight percent of client base.

Established and maintained relationships with individual clients, small businesses and non-profit organizations including hospitals, high schools, colleges and charities. Built solid records and ensured client retention by providing strategic investment recommendations in financial plans.Developed and implemented sales plans and managed all phases of the sales cycle, from prospecting to close and support.

Served as a key team member for high net worth clients. Managed over two hundred million dollars in a team of three. Developed client base through networking and seminar marketing. Provided sound financial, insurance and wealth management services to protect client assets and grow net worth of their respective portfolios.

B.B.A, Finance

Activities and Societies: Full Scholarship Football 2000 Graduate Full Scholarship Football

Cfp, Finance

Certified Financial Planner

Education record

High School

Education record

High School