Jed Sullivan

Jed Sullivan Email and Phone Number

Business Consultant/Financial Analyst/Training @
Jed Sullivan's Location
Denver, Colorado, United States, United States
Jed Sullivan's Contact Details
About Jed Sullivan

Jed Sullivan cell: 970-471-6057 email: jed.m.sullivan@gmail.comBUSINESS PLANNING & EXECUTION• Maximize revenues and overall profitability by tracking key data, minimizing risks, and reducing losses by identifying and acquiring high quality, undervalued, and emerging credit assets. • Actively grow and manage over a $220MM credit portfolio over the past five years through the application of proven lending expertise and industry-leading guidance for owner-occupied and investment real estate, equipment financing, revolving lines of credit, and SBA financing. • Led De Novo "new build" project to help firms expand offices into new markets and establish new customer accounts in untapped areas throughout the Denver and Northern Colorado Region.FINANCIAL RESEARCH & ANALYSIS• Capitalized on untapped and developing opportunities by completing comprehensive market research and trend tracking processes to make data-driven recommendations and decisions. • Streamline deal processes and ensure the highest level of approval by thoroughly analyzing financial and related data to determine client needs and properly structure appropriate products and services.• Provide best-in-class service to assist clients in making critical business acquisitions /expansions while accommodating unique and challenging conditions / factors by acting as the lead advocate and facilitating creative processes and solutions:o Created loan structure for key clients to acquire competitors and gain Loan Committee / Federal Reserve Bank of Boston approval within an expedited 45-day timeline for a complex, never before executed deal structure. o Produced over $250K in fee income, $5.2MM in deposits, and $150K in interest income from the loan and deposits over a 5-year term. TRAINING & MENTORING• Provided personalized coaching and support to standout personnel, helping to develop and promote national achieving service representatives and managers into critical promotional placements within organizations. • Repeatedly recognized as National Achiever and President’s Club award winner for the consistent provision of exceptional leadership and profitability growth.• Promoted into certified trainer role supporting senior management with customized training and coaching while maintaining responsibility for the hiring and training of new employees.

Jed Sullivan's Current Company Details
The Sullivan Group

The Sullivan Group

Business Consultant/Financial Analyst/Training
Jed Sullivan Work Experience Details
  • The Sullivan Group
    Business Consultant
    The Sullivan Group Mar 2023 - Present
    The Sullivan Group provides consulting services for middle market, and small businesses looking to maximize efficiencies within their operating models. We create customized change management strategies focused around boosting employee effectiveness while always remaining focused on preserving and building on the cultures our clients have created within their companies. The Sullivan Group provides business exit strategy consulting for entrepreneurs to maximize monetizing their companies upon retirement.
  • Citywide Banks
    Senior Vice President Commercial Banking
    Citywide Banks Jan 2022 - Feb 2024
    Denver, Colorado, Us
  • First Western Trust Formerly Bank Snb / Simmons Bank
    Vice President, Relationship Banker Ii
    First Western Trust Formerly Bank Snb / Simmons Bank Dec 2016 - Feb 2022
    • Actively grow and manage a $100MM credit portfolio over the past four years through the application of proven lending expertise and industry-leading guidance for owner and non-owner-occupied real estate, equipment financing, revolving lines of credit, and SBA financing. • Instrumental in driving exceptional portfolio expansion including $15.6MM in funded credit YTD in 2021, a project growth rate of 24+% over the $25MM in funded credit produced in 2020. • Consistently expand existing customer relationships by maximizing portfolio potential through personalized consulting and customized cross-selling. • Maximize revenues and overall profitability by tracking key data, minimizing risks, and reducing losses by identifying and acquiring high quality, undervalued, and emerging credit assets. • Drive portfolio growth/management by leveraging extensive industry knowledge and expertise related to commercial, industrial, healthcare, manufacturing, and real estate sectors.• Consistently engages in strategic partnerships with CPAs, attorneys, private equity firms, real estate brokers and developers across the Denver metro area to identify and pursue prospective clients.• Streamline deal processes and ensure the highest level of approval by thoroughly analyzing financial and related data to determine client needs and properly structure appropriate products and services.• Provide best-in-class service to assist clients in making critical business acquisitions /expansions while accommodating unique and challenging conditions / factors by acting as the lead advocate and facilitating creative processes and solutions:o Created loan structure for key clients to acquire competitors and gain Loan Committee / Federal Reserve Bank of Boston approval within an expedited 45-day timeline for a complex, never before executed deal structure. o Produced over $250K in fee income, $5.2MM in deposits, and $150K in interest income from the loan and deposits over a 5-year term.
  • Jpmorgan Chase
    Vice President, Relationship Manager
    Jpmorgan Chase Jan 2013 - Nov 2016
    New York, Ny, Us
    • Lead the portfolio servicing and expansion of 100 high-value small business relationships representing $45MM in deposits and $18MM in credit. • Recognized by corporate as National Achiever for two consecutive years for performance and track record of increasing portfolio and revenue growth year over year.• Fostered and maintained long-term relations with diverse clientele by serving as a trusted advisor to deliver comprehensive and customized business banking products and solutions that match financial needs and accommodate shifting circumstances.• Maintained the highest level of integrity to protect the firm and its clients by consistently applying sound risk management protocols and complying with all applicable regulatory requirements. • Built over-achieving teams by actively attracting standout performers and provided formal training and coaching support to retain top talent and fill key positions within the organizational hierarchy. • Assisted leadership in making key decisions and capitalize on new opportunities by gathering and presenting proposals based on market and corporate data. • Met or exceeded corporate / department objectives by remaining focused on organizational targets, promoting production, and fostering an exceptional workplace culture.
  • Jpmorgan Chase
    Vice President, Branch Manager
    Jpmorgan Chase Nov 2007 - Jan 2013
    New York, Ny, Us
    • Provided personalized coaching and support to standout personnel, helping to develop and promote national achieving service representatives and managers into critical promotional placements within the organization. • Repeatedly recognized as National Achiever President’s Club award winner for the consistent provision of exceptional leadership and branch profitability growth.• Promoted into certified trainer role supporting branch managers and assistant branch managers within customized training and coaching while maintaining responsibility for the hiring and training of new personal bankers. • Led De Novo "new build" offices project to help the firm expand offices into new markets and establish new customer accounts in untapped areas throughout the Denver and Northern Colorado Region.o Sourced and contracted leading marketing partners to collaboratively design and execute new customer acquisition campaigns through door-to-door, phone, and community engagement processes.o Instrumental in consistently achieving aggressive ROI targets within difficult market conditions (2008 global economic crisis) and recovering all costs for new branch launches in under three years. o Drove performance success within De Novo division branches, finishing as Performance Level 1 branches (top 10% corporate-wide) three out of four years and Performance Level 2 branches another year.o Built and supported staff compliments from initial hiring and onboarding to ongoing support of managers through coaching and mentoring. • Transformed workplace culture and employee / management relationships by actively engaging frontline personnel during the decision-making process and implementing innovative goal-setting strategies that maximized production. • Increased employee satisfaction, retention, and performance by revising monthly team goal structures and establishing daily individual goals that dramatically improved achievement and outcomes.

Jed Sullivan Skills

Financial Services Retail Banking Branch Banking Business Banking Customer Service Banking Sales Credit Management Leadership Financial Analysis Loans Mortgage Lending Sales Management Credit Analysis Finance Commercial Lending Relationship Management Portfolio Management Small Business Lending Team Building Commercial Banking

Jed Sullivan Education Details

  • Colorado State University
    Colorado State University
    Natural Resource Recreation And Tourism

Frequently Asked Questions about Jed Sullivan

What company does Jed Sullivan work for?

Jed Sullivan works for The Sullivan Group

What is Jed Sullivan's role at the current company?

Jed Sullivan's current role is Business Consultant/Financial Analyst/Training.

What is Jed Sullivan's email address?

Jed Sullivan's email address is je****@****ank.com

What schools did Jed Sullivan attend?

Jed Sullivan attended Colorado State University.

What skills is Jed Sullivan known for?

Jed Sullivan has skills like Financial Services, Retail Banking, Branch Banking, Business Banking, Customer Service, Banking, Sales, Credit, Management, Leadership, Financial Analysis, Loans.

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