Group Head: Depository Financial Institutions
Over the past decade I have had the privilege of creating and managing a team of relationship managers, portfolio managers, compliance specialists and treasury management sales that focused on building deep, broad relationships with over 750 commercial banking clients in the United States. As a team, we consistently achieved our financial goals within a prudently structured risk management framework despite the challenges and changes that have and continue to shape this industry. Among the achievements during this period:• We redesigned the business strategy by shifting the focus of the group both geographically and by asset size to become a national provider of financial services to large community banking organizations as well as mid cap/large cap firms.• I led team efforts to drive new revenue and relationship opportunities through expanded product set with a particular focus on capital markets services such as DCM, derivatives and foreign exchange. • Developed new marketing channels to support strategic realignment and other product initiatives.
