Chris Stratton Email & Phone Number

La Jolla Shores, California, United States

Responsible for managing the acquisition process of $50-500MM customers for City National's Commercial Banking Group in San Diego and Arizona.Acquire clients through a variety of effective sales techniques including outbound calling and building internal and external partner relationships. Manage transition of the client’s banking relationship to City National Bank. Handle all facets of the acquisition process including bringing in specialists to facilitate the client’s Deposit, Credit, Merchant Card, Treasury Management, Investment Banking and any interest rate hedging needs. Collaborate with internal office partners through early engagement to close lending deals and onboard locally managed clients.

La Jolla

Responsible for managing the acquisition process and retention of $50MM-1B customers for the Bank of the West National Banking Organization in San Diego. Acquire clients through a variety of effective sales techniques. Responsible for retention and revenue growth of existing book through in depth conversations around the full spectrum of Bank of the West products. To include; credit, treasury management, interest rate hedging, foreign exchange, syndicated transactions and investment and trust services. Handle all facets of the relationship management process including bringing in specialists to facilitate the client’s needs. Collaborate with internal office partners through early engagement to close lending deals and onboard locally managed clients.

Greater San Diego Area

Responsible for managing the acquisition process of $10-150MM customers for Opus’ Commercial Banking Group in San Diego.Acquire clients through a variety of effective sales techniques including cold calling and building internal and external partner relationships. Act as a training/advice resource for San Diego team for both the Commercial Banking Group and the Retail Group. Manage transition of the client’s banking relationship to Opus Bank. Handle all facets of the acquisition process including bringing in specialists to facilitate the client’s Deposit, Credit, Merchant Card, Treasury Management, Investment Banking and any interest rate hedging needs. Collaborate with internal office partners through early engagement to close lending deals and onboard locally managed clients.

San Diego, Ca

Responsible for strategy development, implementation, and management for large/complex markets/business segmentsIdentified new/emerging channels, resources and intermediaries, and developed integrated strategies, plans and programs to leverage these opportunities for the Western Market (CA, OR, WA, AK, UT, ID, NV, AZ).Managed 14 Business Development Officers (BDO) in the execution of effective marketing and acquisition strategies in both the Business Banking and Middle Market teams. Growth strategies include banker portfolio reviews, financial statement analysis, creating marketing events, and developing internal and external referral sources. Hire new team members and develop them with market visits, through feedback from local bank leadership, and by conducting weekly one on one sessions. Coach team on the importance of building internal banking relationships and growing the Insurance line of business. Develop and deepen relationships with internal partners and local banking leadership with in person meetings and monthly conference calls. Accomplishments:Grew revenue from $630,000 in 2014 to $1,142,887 in 2015. YOY growth of 81%. Grew revenue from $1,142,887 in 2015 to $2,070,367 in 2016. YOY growth of 81%. 2017 YTD (April 2017) - $1,580,275Ranked 1rst among peer managers in Revenue growth in 2016Ranked 1rst among peer managers in Revenue growth in 2015

San Diego

Managed the Business Development Officer (10 bankers) channel in North County San Diego.Drove new customer growth and expansion of business by executing effective acquisition strategies. Strategies include telemarketing, focused mailings, canvassing, networking, and developing referral sources. Hired new team members and then develop them through joint in-person calls and weekly one on ones. Coached them on the importance of new household growth and cross sell. Develop and deepen relationships with internal and external partners as well as the retail leadership team with bi-weekly meetings and quarterly store visits. AccomplishmentsGrew revenue from $1,903,144 in 2011 to $2,495,738 in 2012. YOY growth of 31%. Finished 5th out of 14 BDO managers in West Coast Business BankingGrew revenue from $2,495,738 in 2012 to $3,764,559 in 2013. YOY growth of 51%. Finished 4th out of 15 BDO managers in West Coast Business Banking.Ranked 2nd out of 14 BDO managers in Proxy Revenue in 2012Ranked 1st out of 15 BDO managers in Proxy Revenue in 2013Better Faster Academy Proponent 2013 Shining Star Attendee Graduate of College of Commercial Credit Graduate of Moody's Fundamentals of Assessing Credit Risk Program

San Diego

Manage the acquisition process of $2-20MM customers for Wells Fargo’s Business Banking Group (BBG). Acquire clients through a variety of effective sales techniques including cold calling and building internal and external partner relationships. Act as a training/advice resource for San Diego team and assist newer BDCs in learning the job. Manage transition of the client’s banking relationship to Wells Fargo. Handle multiple facets of the acquisition process including bringing in specialists to facilitate the client’s Credit, Merchant Card, Payroll, Financial Services and Treasury Management needs. Collaborate with Commercial Lending Officers and Business Relationship Managers through early engagement to close lending deals and onboard locally managed clients. AccomplishmentsConsistent top performer among all CA BDCs based on acquiring new relationships, total deposits raised, profit proxy generated, and treasury management soldTop Gun Winner in 2009Brought over 50MM in new business deposits to Wells Fargo since 2006Certified Treasury Professional (CTP) designation

San Diego

Cross sold products that generated revenues for clients and the firm, progressively increased assets under management and gained new clients including the management of individual and institutional accounts for both retail investors and corporations. Provided financial advice regarding growth of assets, estate planning, preparation for retirement, tax implications, and insurance coverage.Assets under management exceeded $32 Million in 320 accounts. Top quintile of Financial Advisors for assets raised and new accounts opened. Enrolled in UBS’s top producer program, a referral based sales platform. AccomplishmentsAssets under management exceeded $32 Million in 320 accounts. Top quintile of Financial Advisors for assets raised and new accounts opened. Enrolled in UBS’s top producer program, a referral based sales platform.

San Diego

Focused was on high net worth clients with $1Million or more in investable assets. Participated in a team whose capabilities included comprehensive wealth management, asset based lending, and strategies for the liquidity of concentrated positions. Provided financial advice regarding growth of assets, estate planning, preparation for retirement, tax implications, and insurance coverage. Expanded client base through personal contact and referrals. AccomplishmentsAssets under management exceeded $20 Million in 300 accounts. Top quintile of Financial Advisors for assets raised, new accounts opened, and revenues generated among 64 peer financial advisors.