David Siegel Email & Phone Number

Beijing, Beijing, Cn

Marketed to existing and prospective clients to capitalize on cross-selling opportunities for the bank’s global products and services. Improved profitability on relationships by over 25%. Continually prospecting with US multinational corporations to market credit and other corporate finance products and services in order to convert prospects to clients.• Managed a portfolio of Consumer and Retail industry relationships providing consultative advice on products and services to meet client needs and enhance and expand banking relationships both domestically in the US and with branches in China.• Ensured compliance with regulatory requirements as well as with the bank’s policies and procedures.• Trained and taught credit and marketing first line of defense skills to develop best in class team of junior bankers.• Won multiple bond deals enhancing relationship profitability by over 30%.

Shenzhen, Guangdong, Cn

Created a formal marketing plan for China Merchants Bank to enter the US Corporate Banking market. Executed this plan to establish relationships with Multinational and US domestic corporations. Achieved and exceeded profit generation goals by 100%. In addition to managing some small existing relationships, brought in $200MM in new credit business consisting of 6 new relationships. Continually marketing to multinational corporations, especially those seeking ties to China. Cross-selling corporate finance products and services. Responsible for training and teaching credit, sales, and marketing skills to junior bankers . Headed project team to find a Broker-Dealer who now partners with CMBNY so that we may earn Co-Manager spots on public bond deals for our relationship clients. Worked on project management team to select and install a 3rd party cash management product.

New York, Ny, Us

Leader and problem solver, focusing on company's underlying business and financial strategies, short and long term, so that the organization can deliver its programs and services in the most efficient and cost-effective manner. Manage and direct all of Bideawee's financial practices, procedures and systems for its present and future subsidiaries. Establishes, in tone and practice, an environment in which financial information, analysis and cutting-edge systems are used to drive sound business decisions throughout the organization. Responsible for directing a team of 3 Full Time Employee's and 2 Interns. Build and maintain a strong and reliable financial organization, holding staff accountable while providing the leadership, direction and hands-on management of all financial activities. Responsibilities: • Oversee the monthly closing process and produce departmental budget reports and the summary financial and metrics reports for the finance committee and the board.• Review all accounting and cash management procedures looking for ways to streamline procedures and reduce the time and effort it takes to process routine transactions as well as the time it takes to close the books on a monthly basis.• Prepare the financial information necessary for the COO to present to the Board to exercise its fiduciary responsibilities, working closely with the COO and Board's Finance and Audit Committees.• Manage the annual budget process and work with the department heads to update the three year business plan.• Manage the annual audit process including the 990, 403(b) and other state mandated filing requirements. • Maintain all contract files and identify opportunities for expense savings by reviewing check requests and regular RFP's of significant contracts.• Compile and review all financial and metric information required for grants.• Work with the banks to manage all cash and investment accounts.• Maintain compliance with all state registration requirements.

New York, Ny, Us

Managed a portfolio of Fortune 1000 investment grade and leveraged customers located in the Southeast totaling $750 million of committed and uncommitted credit producing total revenues of $8.28 million. Participated actively in origination and underwriting of new business utilizing extensive quantitative analysis in the structuring and negotiating of transactions. Marketed the Bank's extensive products and services (Custody, Stock Transfer, Capital Markets Products, Asset Management, Corporate Trust, Brokerage Services, Cash Management, and International Trade) to Treasurers, CFO's of current customers and top prospects. Up tiered position in majority of accounts. Presented transactions to credit committee, negotiate legal documents with customers and bank groups, and ensure proper administration for all accounts. Managed sales opportunities, calls, and relationships on Seibel-based CRM system.

Boston, Ma, Us

Provided technical support to Financial Analysts who worked on National Accounts for Liberty Mutual. Analysts performed credit analysis and I supported them with systems and programming using COBOL and FOCUS computer languages.

Boston, Ma, Us

General MIS programmer in a Distribution Company of RCA which became General Electric. Programmed systems in COBOL and FOCUS. Helped Senior Programmers with ad hoc projects. Supported all facets of the company's technology.

Mba, Finance And Accounting

Bachelor Of Arts (Ba), Computer Mathematics