Ed Mclaughlin Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

I was selected by First Republic, the leading private bank and wealth manager to grow deposits, increase non-interest income, and diversify their client base. I recruited and developed a broad-based talent pool to lead a team of 50, including Business Bankers, Credit Analysts, and Portfolio Managers. I added vertical expertise, entered new markets and improved collaboration across Business Banking, Private Bank, and Wealth Management to deliver substantial growth, maintaining high credit quality and ensuring compliance with BSA / AML, OFAC, and KYC. In 2023 FRB were taken over by JPMorgan Chase.

Santa Clara, Ca, Us

Promoted to seniority, I was tasked with building integrated Private Bank and Private Wealth Advisory Sales channels into a single, national, client-facing team for advice and planning, providing a broad range of solutions across investments, credit, and banking products. I directed a team of 20 relationship managers and support staff delivering customized banking, lending, and wealth advisory solutions to founders, executives, and venture / private equity investors across the US.

Santa Clara, Ca, Us

I was recruited to build and scale the Sales organization as the first employee for the Private Bank in New York. Prior to my arrival, SVB was not recognized in New York for Private Banking, and most prospective clients were unaware of our PB services. I shared support staff from other regions, building critical mass for the business and then rapidly delivered strong performance and expanded the team.

New York, Ny, Us

Following the creation of the Morgan Stanley, Smith Barney joint venture, I was hired to build out a new Private Bank team covering New Jersey and Philadelphia. I recruited, developed, and led 16 banking advisors and two associate banking advisors to deliver custom credit and banking solutions to affluent and high-net-worth individuals.

I was appointed to lead Sales and HR for this shareholder services and compliance consulting firm, a portfolio company of Palladian Capital Partners. I built a more sustainable business, increasing the results of sales reps in lower quartiles by an average of 31%. I modified group deployment, established prospect prioritization, and created targeted offerings with supporting market outreach campaigns.

Zurich, Ch

Promoted to direct sales and marketing of a $1.4BN division with a 21-person team, I became the primary marketer and spokesperson for a mortgage channel focused on the high-net-worth client segment. I was a key contributor to the dismantling of a joint venture structure and the creation of a wholly-owned business, hiring 93% of targeted sales representatives from the JV. I increased sales unit volume during the transition to an in-house entity and maintained profitability.

Zurich, Ch

Recruited as an individual private banker, I was responsible for delivering lending solutions to a network of 100+ financial advisors. I increased sales volume in the region by 56% in less than two years and raised product usage by 71%. I was also selected to support wider sales efforts as a keynote speaker presenting at more than 20 national symposiums.

Boston, Ma, Us

Developed, structured, and negotiated a broad range of business financing solutions in the healthcare, manufacturing, printing and imaging, paper, technology, and construction industries.

Bellevue, Wa, Us

Managed and developed commercial lending and leasing accounts in the Northeast Region (NY, NJ, PA, DE, and MD).

Mba

Bachelor Of Business Administration - Bba, Finance