Brandon Welling Email & Phone Number

Valhalla, Ny, Us

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 8,000 industry-leading professionals from approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Cleveland , Ohio, Us

•Managed the relationships of Michigan based middle market companies with revenue ranging from $50MM - $1.5B, with loan commitments totaling over $500MM•Developed new business by actively calling on clients, prospective clients and working with my large network •Met and exceeded performance-based goals •Cross-sold various bank services including AP/AR automation, foreign exchange, loan syndications, debt capital markets, merchant services, commercial cards, derivatives, deposits and M&A advisory. •Represented Key Bank in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the Bank’s image

Dallas, Tx, Us

•Actively grew and managed the relationships of a portfolio of upper middle market and large corporate companies with revenue ranging from $250MM - $20B, with loan commitments over $700MM. •Cross-sold noncredit products including treasury management, letters of credit, commercial cards, institutional securities, pension services and investment banking

Dallas, Tx, Us

Successfully completed an extensive Commercial Lending Training ProgramServed as an analyst to assist lenders in various loan groups including: Commercial Real Estate, Middle Market, Small Business, and Private BankingConducted research and analysis for various businesses, industries and marketsPlayed an integral role in the analysis of companies through cash flow, collateral, market and sensitivity analysis, resulting in a thorough understanding of credit risksParticipated in loan approval discussions and gave presentations to loan committees, prepared numerous internal documents and recommended risk ratings based on analysis

Dallas, Tx, Us

Supervised the day-to-day operations, sales and service of the banking centerProvided direction and leadership to 8 banking center employees with emphasis on extraordinary customer service, achieving sales goals and team work.Coordinated sales strategies and sales meetingsManaged a portfolio of clients and established excellent relationships Exceeded individual sales and referral goals selling an array of bank products

Bachelor, Finance

Master, Finance