Svp & Team Leader, Commercial Banking | Treasury Cash Management | Private Clients Wealth Group
CurrentLead cross functional client management teams in Commercial Banking, Treasury / Cash Management and Private Clients / Wealth services. Commercial responsibilities include Portfolio Management, Credit and Relationship Management; Senior Management responsibilities also include oversight of the Bank's corporate wide Treasury / Cash Management team. Private Clients include individuals and families managing wealth across several generations to business owners, entrepreneurs and other creators of first-generation wealth. Both For Profit and Not-For-Profit Institutional and Municipal clients are also served. Additional responsibilities include leading the Bank's Power of Partnership committee, participation in the Bank's Strategic Planning process, select vendor relationships and new product development.