Chad Marshall Email & Phone Number

San Francisco, California, Us

Mclean, Va, Us

► Extended and sustained the company's regional relationships with commercial bankers, contacts, and customers to improve business.► Analyzed financial data to determine if the loan/client needs meet acceptable risk standards. Strong commercial real estate forecasting skill set.► Oversaw credit risk, due diligence, and portfolio development. Chosen by Chairman to sit on National Advisory Council, 1 of 32 selected.► Market to decision-makers from publicly traded companies to startups.► Clients: professionals, C&I, investors, manufacturers, operating companies, real estate investors, developers, and business acquisition reps. Structure private equity deals as needed.► Strategized portfolio growth through development of regional business plans in alignment with departmental budget and consistent with overall bank asset/liability management objectives.► Play a key role in restructuring for increased efficiency and motivating staff to achieve goals. ► Conducted cost analysis and due diligence for business acquisitions, review leveraged buyouts, analyze restructuring, create exit strategies, assess industry trends, and coordinate issues involving equipment, real estate, and inventory.► Managed private banking issues and financial matters, specialized pricing, and banking programs for physician groups and high network accounts/individuals. Collaborated closely with independent investment advisors.► 2016 Regional Sales Award (top 10% regional sales & risk metrics in nation, cash bonus & stock options)► 2014 Pinnacle Award (top sales with lowest risk in the nation, cash & travel + stock options)► 2012 Regional Sales Award (top 10% regional sales & risk metrics in nation, cash bonus & stock options)► 2012 Pinnacle Award (top sales with lowest risk in the nation, cash & travel + stock options)

Mclean, Va, Us

► Served in a key, executive banking sales with accountability for planning, developing, and implementing an active banker/client calling program targeting small businesses, operators, and high net worth clients to generate new loan and ancillary revenue opportunities.► Closed accounts up to $20MM for a territory covering Greater Houston Area representing nearly half a billion in total assets.► Analyzed requests and associate financial data to determine if the loan/client needs meet acceptable risk standards within policy.► Originated and sustained the company's relationships with clients to maintain and grow business. ► Convened with customers through personal calling efforts to discuss business needs and recommend ways in which the bank would serve their needs.► Developed and implemented marketing strategies to sell Capital One products, and devised ways to meet targets for loan volume, ancillary revenue, and other metrics.► Coordinated with various divisions and departments in the servicing of transactions and in resolving customer issues and needs.► 2011 Regional Sales Award (top 10% regional sales & risk metrics in nation, cash bonus & stock options)► 2010 Pinnacle Award (top sales with lowest risk in the nation, cash & travel + stock options)► 2010 Regional Sales Award (top 10% regional sales & risk metrics in nation, cash bonus & stock options)► 2009 Pinnacle Award (top sales with lowest risk in the nation, cash & travel + stock options)► 2009 Regional Sales Award (top 10% regional sales & risk metrics in nation, cash bonus & stock options)

Birmingham, Al, Us

► Consistently achieved the Top 10% in National Sales annually.► Marketed to professionals, C&I, investors, manufacturers, real estate investors, developers, and business acquisition representatives.► Selected by BBVA as Physician Specialist Business Developer to target established individual and practice groups within the healthcare industry.► Earned Top Sales Award as one of the 5 highest grossing sales executives nationally.► Received cash bonuses.