Jed Sullivan Email & Phone Number

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.

Denver, Colorado, Us

• 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.

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.

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.