Ed B

Ed B Email and Phone Number

SVP, Asset Management
Ed B's Location
Albany, New York, United States, United States
About Ed B

Edward has over two decades of experience in the financial and commercial banking sector, specializing in commercial relationship building. He possesses a deep understanding of key performance indicators and strategic planning, enabling him to achieve strong results for growth in portfolios. With a passion in real estate and a strong eye on opportunities with good returns on investments, Edward’s current role is SVP, Asset Manager at Woodlawn Management Corp., specializes in a diverse portfolio of Real Estate between apartment complexes,Hotel, bars, land and restaurants, where he continues to leverage his expertise to foster relationships and drive portfolio success. Edward holds a BS in Business Administration with a concentration in finance from the University of Empire State College.

Ed B's Current Company Details

SVP, Asset Management
Ed B Work Experience Details
  • Bank Of America Merrill Lynch
    Vice President Global Commercial Banking Group
    Bank Of America Merrill Lynch Aug 2017 - Nov 2023
    Albany, New York Metropolitan Area
    •Responsible for the sales, service and retention of SME deposit and Business with revenue size of $50.MM-100.MM• Coordinate/lead partner meetings with Mortgage Banker, Relationship Manager, Financial Advisor and Private banking in order to build a firm dedicated team to better serve our customers through a holistic approach.• Maintain and develop relationships with existing small business customers to continually deepen those relationships and achieve small business goals.• Participates in joint calls with business partners (Cash Management, Merchant & Payroll representatives) to develop customer relationships and support specific product sales across business lines.• Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business in support of goals.• Responsible for new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of customers.• Monitors credit quality within assigned portfolios and take action as appropriate.• Act as primary contact for new business development that focuses on the acquisition of profitable customers.
  • Citizens
    Vice President Sales Manager
    Citizens Sep 2005 - Sep 2017
    Greater Boston Area Vice President, Sales Manager Promoted from Tier 3, Tier 2, to Tier 1 branches within three years. Finished on the P&L Report in top 10 out of 77 Branches in Pier group for 2014, 2015, 2016. Provide sales leadership to ensure the growth of the franchise by an average of 24% on P&L for 2016.Lead and coach through KYC, AML and BSA reporting and system enhancements.Guide and mentor through semi-annual reviews leading to individual and team development.Regional Sales Captain in the Metrowest region on P&L sales report. Ensuring compliance with internal procedures and regulations while maintaining a customer centric approach in the delivery of services and banking products.Coordinate/lead partner meetings with Mortgage Banker, Relationship Manager, Financial Advisor and Private banking in order to build a firm dedicated team to better serve our customers through a holistic approach.Maintain and develop relationships with existing small business customers to continually deepen those relationships and achieve small business goals.Lead region as Operations captain, as well as provide 80% of strong green audit rankings for Metro west region.

Ed B Education Details

  • State University Of New York Empire State College
    State University Of New York Empire State College
    Executive Business And Management/Finance

Frequently Asked Questions about Ed B

What is Ed B's role at the current company?

Ed B's current role is SVP, Asset Management.

What schools did Ed B attend?

Ed B attended State University Of New York Empire State College.

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