Recruited into this position to advise Commercial and Industrial companies, institutions, and governmental entities on how to achieve their financial goals, and implement long and short-term financial plans. Some of my achievements include:•2017-2021 Regions Chairman's Club Award Winner and Top Ranking Performer•2016 Winning Private Wealth Management 360 Partner of the Year•2016-2021 Ranking as a Regions Top Performer Experience with Commercial Banking Solutions include: Deposit Services, Treasury Management Services, Online Services, Merchant Services, Global Trade Finance, Institutional Trust and Corporate Trust; Financing Services include: Commercial Lending, Equipment Finance, IT Leasing, Aircraft Lending, Capital Markets, Regions Business Capital, and Commercial Real Estate; and Advisory Services Include: Capital Markets, Foreign Exchange, Retirement Services.Specialized Industries include: Healthcare & Healthcare Real Estate; Government & Institutional Banking; Transportation & Logistics; Defense, Aerospace & Government Services; Technology, Media & Communications; Energy & Natural Resources; and Financial Services and Market Real Estate.

I was recruited into this position to manage and oversee a non-existent portfolio and was able to drive growth to $3.0 million in deposits and $80 million in commercial loan commitments. • Built and maintained a portfolio mix of targeted high value and high potential clients through business development efforts that included networking, referral source development, and extensive cold calling on CEOs, CFOs, Senior Accounting Managers, business owners, and other critical decision makers. • Monitored account performance and continuously analyzed financial plans and market trends to identify new customer opportunities and recommended new products to meet their needs and ensured attainment of financial goals. • Maximized sales growth by working cross-functionally with internal partners including Private Wealth, Treasury and Retail.

I was initially promoted into this role to manage and grow a portfolio of business in Chattanooga and later in Knoxville to drive revenue growth for a diverse range of services including Treasury & Payment Solutions, Capital Markets, Foreign Exchange, Global Trade Solutions, Derivatives & Hedges, Private Wealth Management, and Institutional Investments. I have also served on the SunTrust Commercial Loan Origination User Advisory Board, SunTrust Portfolio Risk Metrics Advisory Board, and mentored Commercial Associates. Accomplishments include: • Managed 33 clients with $75 million in loans and $50 million in deposits with approximately $1.6 million in pretax client income; achieved 135.9% of new business revenue production goal YTD 2012.• Won 2 Sales, Service, Sustain with Excellence in Execution Awards and received 2 recognition letters in 2012 for performance.• Generated growth in commercial loans in 2011 by achieving an 11.31% year over year increase with a simultaneous increase in loan spread of 2.8% for the year; achieved 100%+ of 2011 goals for Client Service Scores.• Increased 2010 Net Contribution Margin revenue from $89 thousand per month in 2009 to $115 thousand per month (30% growth over prior year) for 2010.• Increased loan debt interest growth 47 bps year-over-year in 2010 by repricing a large portion of the loan portfolio and achieved one of the highest company-wide rankings for producing 74% business owner penetration.• Surpassed expectations in 2009, despite economic decline, averaging $89 thousand per month in Net Contribution Margin; increased deposits 75% year over year from $9.3 million to $16.3 million while achieving 118% of loan fee goal.• Generated strong 2008 results in Chattanooga with $164 thousand per month in Net Contribution Margin and 100%+ goal attainment for deposits, loan fees and new relationships; achieved 162% of treasury management goal.

I started with SunTrust in 2002 and after completing the one year Commercial Associate Training Program, was promoted to the Portfolio Specialist / Officer role to provide credit and sales support services to Commercial Relationship Managers. I increased revenues by identifying cross selling opportunities, preparing credit approval packages, renewing complex credits, preparing credit/non–credit proposals, coordinating loan closings, setting up non–credit accounts, and serving as a contact for building client relationships.