David Laurence Email & Phone Number

Phoenix, Arizona Area

Provided leadership for customer acquisition, structuring and originations for sixteen Middle Market Bankers and Relationship Managers in Arizona. In addition, collaborated with specialists and coordinated competitive placement of products and services including Investment Banking Advisory, C&I Loans, ABL Finance, Commercial Real Estate, Lender Finance, Treasury Management, FX and Equipment Leasing across various industries.

Direct origination of Supply Chain Finance and ABL lines of credit for technology sector clients.Cross-sell suite of Wholesale Banking products and referral support to drive additional market share for BDO's within Middle Market Banking and Business Banking including depository and treasury management services within defined territory.

Scottsdale, Az

Developed and executed supply chain finance strategy for the origination, and selected relationship management of the largest and most profitable Technology, Electronic and Appliance clients ranging from the middle-market to Fortune 100. Engaged newly regulated matrix environment and GE’s global capabilities exercising close coordination with Risk and Legal leadership to align strategy with tactical capabilities. Results included Tier 1 wins providing secured and unsecured structured finance solutions leveraging capital and insurance markets to accommodate transactions identified with sponsor backed private equity, leveraged buyout, take-private, strategic M&A, ESOP, syndication and participations. In addition to cross-sell of lease transactions, responsibilities included market mapping, needs assessment and minimum product viability of Term, Unitranche and Cash Flow offerings to support evolving service, software and cloud enabled consumption models.

Phoenix, Arizona Area

Established customer focused strategic leadership and tactical management for Commercial Distribution Finance Technology Division comprising $12 billion in Annual financed volume through 2400 Dealer clients and over 250 Manufacturer / Distribution partners. Additionally, achieved two “in-role” promotions. First was expansion of oversight from initial West / Mid-west responsibilities to all 50 states while the second was appointment to integrate and lead sales team from Electronics and Appliances Portfolio as it was merged with the Technology Division. Accomplished core responsibility of inspiring, connecting and motivating sales team activities to consistently achieve collective growth objectives while executing on pricing authority, guidance on credit analysis / structuring and presentation skills for underwriting. Addressed markets and defined customer segmentation included all SBA certifications and FED/ SLED with deep domain on Assignment of Claims Act and E-Rate. Fortified C-suite customer and vendor relationships and market leading position with delivery of online tools, analytics, and Access GE (GE best practices program for provision of resources, insights and thought leadership to address real-world business needs) at various trade shows and customer events.

Successfully executed role of individual contributor while developing territory for JV and private label channel finance, working capital and cross-sell programs. Consistently exceeded goals for the identification and close of new business opportunities centered in the highly dynamic and evolving technology distribution channel. This was accomplished by prospecting opportunities, negotiating program terms and legal documentation while providing the delivery of integrated technologies and liquidity solutions to allow customers to grow by financing the cash conversion cycle of goods and services throughout the supply chain. Production included the origination and foster of numerous customer account relationships of which some still represent the largest and most profitable in the portfolio today. Promoted to National Sales Manager.

Performed review and validation of client financial statements, records and accounts across various accounting systems. Broad exams inclusive of testing methodologies, trend analysis, valuation, fraud, management interviews and report writing in a customer facing environment. Focus on internal controls and cash conversion cycle encompassing credit and collection process efficiencies to monitor and proactively address lender concerns and risks in the highly diverse industries of Electronics and Appliances, HVAC, Technology, Bicycles, Golf, Sporting Goods and Wine. Promoted and utilized within as trainer for newly hired examiners.

Bachelor Of Science (B.S.), Finance

Executive Leadership

Management Development Course Inclusive Leadership Advancing Leadership Performance Building Essential Leadership Skills