Avp - Sales Strategy & Solutions
Chicago, Illinois, United States
- Identified opportunities and created pitch materials for structured leverage and liquidity products sold to financial institutions
- Hired and managed an effective team of three analysts to improve and automate reporting and research functions
- Completed analysis to ensure effective hedging for clients purchasing MBS, CMBS, Resi, CRE, and Farm loan assets
- Produced modeling tools for sales directors to optimize client capital ratios, returns, for financial institution
- Developed and presented content for virtual and in-person conferences in both banking and insurance industry groups alongside broker dealers, regulators and other experts leading to new business and partnerships
- Developed sales forecast model using deposit and loan growth inputs to predict funding needs and identify growth opportunities