David Murdaugh Email & Phone Number

New York, NY, US

Northbrook, IL, US

The Murdaugh Agency is an Exclusive Agency of the Allstate Insurance Company. Licensed in NC, VA, FL, GA, and SC, the Agency is also affiliated with many other insurers to provide holistic one-stop shopping for insurance. We sold Home/Auto, Life, Long-Term Care, and Commercial Liability/Worker's Compensation.

Charlotte, NC, US

Business Development and Account manager for the most important and underserved segment of the US economy - Small Businesses. Also experienced Relationship Manager for larger relationships from previous experience. Recent highlights include the following:* Consistent Loan Producer with 2013 & 2014 in Top 10% of Region Credit performance.* 2015 YTD.

New York, New York, US

Captive Agent who built business helping individuals and small business owners plan for their financial futures and the financial futures of their families, businesses, and loved ones. Also assisted with financial management issues and opportunities around diversification, asset accumulation, and other needs as developed with my clients.

Responsible for soliciting small to mid-sized businesses for consulting work especially dealing with management and financial issues and then providing sound strategy and advice for the improvement of client operations. Partnered with clients to determine business strategy, vision, and systems/processes and make sure all were in alignment.

Business Development of new commercial loans and other financial services for small and mid-sized businesses. Responsible for credit underwriting, deal structure, negotiation, and portfolio management of new and existing clients to ensure return on capital and customer service standards are all met and exceeded.

US

• Subject Matter Expert for Region focused on driving loan & revenue growth.
• Led project team that identified process improvements for increasing approval rates of new money Business Banking applications and would yield a 30% increase in approvals.
• Increased Business Banking production by 12% in First Charter's most mature market.*Partnered with Regional Financial Center Managers and staff in setting Region strategy for business development and penetration.

• Led Bank’s most mature Market to growth in *Non-interest income (+12%)*Brokerage Revenue (+14%)*Customer Service scores (Top Box average over 86%)*Checking Accounts produced (Most in Bank)
• Developed staff with career planning sessions, regular feedback sessions, and reviews to determine strengths and opportunities.
• Increased Market production of term loans by 55%. This was accomplished by team performance analysis with senior management and corporate partner input. Change was effected through usage of Market Strategies, Sales.

Raleigh, NC, US

• Developed, led, and managed a high-performing team to consistently exceed goals through aggressive strategies and focused team efforts including
• Loan fees (220% of goal)
• Personal Loans (156% of goal)
• Business Loans (149% of goal)
• Relationship Cross sales (117% of goal)
• Mentor and advisor to other managers and co-workers. Conducted formal and informal training sessions with other managers.

Raleigh, NC, US

• Partnered with Marketing, Risk Management, and Operations support as the Bank continued to build infrastructure (literature, products, tools, etc.) associated with Business Banking.
• Team met goals in first year.
• Point person for the Consumer Bank’s relationship-deepening focus. To this end, I created the Business Cross-Sell checklist to help Region learn to spot Business Banking sales opportunities. This tool received positive.

Charlotte, NC, US