Douglas Palmer Email & Phone Number

Los Angeles, Ca, Us

Newport Beach, California, United States

I am responsible for originating and facilitating the implementation of structured lending solutions for Bank of America Private Bank clientele. Specializing in Commercial Real Estate financing, unsecured lending, fine art lending, as well as lending against other specialty assets requiring solutions tailored to each client's financial goals and objectives.My experience includes providing HNW and UHNW clients with tailored lending solutions across a variety of asset classes. I have broad experience in business development, relationship management, and cross-functional team leadership across diverse markets in North America. I manage the loan process from inception to completion including structuring and negotiating lending solutions with clients, as well as negotiating legal documentation for complex lending structures in coordination with legal counsel and bank risk managers. I am respected for my versatility, my inspirational and motivational style, my risk management acumen, and my leadership qualities.

Orange County, California, United States

✦ Originate and direct structured lending for commercial real estate, marketable securities, aircraft finance, art lending, life insurance premium finance lending, and lending against private equity and other specialty assets for clients of the Private Bank.✦ Negotiate terms, pricing, covenants, lending structures and legal documentation.✦ Maintain and develop relationships with private banking advisors, clients, legal counsel, and centers of influence.✦ Retain and grow industry expertise regarding the areas of concern for ultra high new worth clientele.✦ Manage, monitor, and report risk management metrics for the structured lending portfolio to bank risk managers.

Orange County, California Area

Coached Private Bank team to 46% YOY growth in custom lending sales.✦ Top producer and respected leader with a creative business acumen, and a competitive drive.✦ Lending specialist in complex lending including Commercial Real Estate, ESOP, Life insurance premium finance✦ Successful at recruiting and retaining top private banking advisors with a style of leadership that valued empowerment, empathy, and high expectations.✦ Respected for ability to manage complex lending structures in coordination with wealth and estate planning concepts across disciplines within wealth management, wealth planning, wealth preservation and wealth transfer strategies.

San Diego California

Sacramento, California Area

San Francisco Bay Area

Irving, Texas

Greater Pittsburgh Area

Mba, Business Administration

Cfp, Certified Financial Planner

Bachelor'S Degree, Finance, General