David Kooker Email & Phone Number

Tulsa, Oklahoma Area

Acted as a Relationship Manager and Site Manager for BNY Mellon's Oklahoma office located in Tulsa. Managed a diverse, senior level portfolio of Corporate Trust relationships, including seven large military housing issues, numerous revenue bond issues for key municipal clients as well as conduit financings for hospitals, universities and other institutions located throughout the state.- Served in several leadership roles as the need arose in the Tulsa office including Acting State Manager, Site Manager and Team Leader. At various times played a key role in hiring staff, procurement, security issues, transition matters, scrubs and client communications.- Worked closely with the bank's internal workout group and in-house counsel in managing defaulted and watch-listed accounts. Also worked extensively with document review and bond closings in early part of tenure.As a part of a system-wide reorganization of Corporate Trust, the Oklahoma office was closed in March 2014.

Orlando, Florida

Served as a senior account administrator and team lead in a 32 person corporate trust office in Orlando, Florida.- Managed a large complex portfolio of Corporate Trust relationships, providing administration of accounts and client relationships resulting in very good client retention. - Served successfully as a team leader ultimately supervising four corporate trust officers. Oversaw and advised this group regarding day to day administration issues and assisted with their ongoing development. Also responsible for providing annual performance reviews and liaising with Dept. Manager on personnel and HR matters.- Effectively administered a large out of state municipal loan pool program consisting of thirteen individual bond issues which provided loans to individual counties and municipalities. Increased this portfolio size continuously during my management of the account relationship.- Successfully collaborated with Business Development Officer in calling program and other efforts aimed at client retention and business development.

Tulsa, Ok

Served initially at predecessor bank Liberty Bank & Trust Company from 1992 through 2001 until it was acquired by Bank One Trust Company in 2001.-Handled a wide variety of municipal, corporate and other issues in Oklahoma and Texas, including the City of Tulsa and both large hospitals located in Tulsa and numerous universities and other educational institutions in the state.- Provided superior customer service, which combined with an aggressive calling program, resulted in excellent client retention.-Participated frequently in internal bank training and joint client calls with banking officers to promote cross-sales within the bank. Received GCTS Oklahoma Sales Award in 1999.Heavily involved in transition of accounts from Liberty Bank to Bank One, including set up of all accounts on Account Control, review of trust agreement language, transition and review of all fee agreements and transition of trust balances to proprietary Bank One money market funds when possible.