Senior Banker leading Corporate Client Banking coverage of Energy clients in North America.

Senior Banker and Head of Corporate Banking Origination team covering US Energy Services and midstream clients.

Manage a team of 25 portfolio managers (MDs, Directors and Associates) for Scotiabank’s US Energy US Healthcare Corporate Banking portfolios. Collaborate with Corporate clients, Relationship Managers, Credit and Legal teams to develop strategic financial solutions. Advocate for clients at Executive levels within the bank. Senior role in marketing, structuring and negotiation efforts with clients. Helped originate and obtain approval for several notable M&A transactions.Collaborate with the bank's IB to help coordinate strategic efforts to develop Trusted Advisor status with clients.

May 2007 - January 2009: Managed corporate client relationships for a portfolio of midstream oil and gas and coal companies. Responsible for cross sell of multiple products in BNP Paribas' product platform globally, with specific emphasis on commodity finance, fixed income, M&A and project finance. More than doubled the total cross sell for portfolio YOY during my first 12 months in this position and further up-tiered key relationships with lead mandates for two key midstream clients and was mandated as co-lead underwriter for multi-billion M&A transaction that included Bridge, Equity, Bonds, commodity hedging.January 2009 - June 2010: As Senior Banker, marketed and managed a portfolio of high potential corporate client relationships in the bank's US Oil and Gas sector so as to maximize cross well and leverage the bank's global energy platform, with specific emphasis on investment banking products and solutions.During tenure, was successfully mandated for the bank's first Midstream MLP bookrunner role in a DCM transaction. Followed shortly with another bookrunner role for a different midstream MLP. In 2008 - 2010 time period, totaled 6 bookrunner DCM transactions with midstream MLPs earning over $6 million in fees. Grew deal pipeline to $40 million forecasted revenues for next 12 months.

Managed a team of Directors and Associates who managed the Bank's US Portfolio of Energy and Healthcare accounts. Responsible for client relationship support both externally via participation in a joint calling program and internally as an advocate for clients with the Executive level.Built a team from two members to 11 within one year and successfully manged a highly active deal pipeline. My team became the top producing team in the US as measured by # of deals top two for revenue and commitments. Assisted in leading several bank debt transactions in both Midstream and Upstream sectors.

Served as key team member in the Oil and Gas team marketing to prospective and existing Majors, Integrateds, and large E&P clients in the US Energy sector. Established and maintained consistently strong relationships with energy clients to drive revenue growth via multi product marketing approach. In the top of revenue creators and cross sellers during each of my 3 years in this role.

Developed, expanded and managed new client base through networking and marketing the bank's strengths and its financial products platform. Successfully achieved higher- than-expected profitability with each client via strategically implemented cross sell program based on client's needs and goals. Was in group of top cross sell bankers for several years in a row. Also during this tenure, I successfully added the most new clients to my portfolio when compared to other US Corporate Bankers in Scotiabank. Consistently exceeded established account development and revenue generation goals. Grew a portolio from 3 clients to 12 in 14 months, far exceeding expectations. Ranked one of the top 10 cross sellers in Scotia Capital in 2000 (also featured in Scotia Capital's global newsletter).

Managed a portfolio of accounts in support of Relationship Management whereby I analyzed credit proposal and prepared credit presentations recommending any given transaction that had been marketed by the relationship manager. Maintained existing accounts so as to ensure highly effective service to each client and by further indentifying and recommending credit solutions to the relationship mananger for each of my client accounts.