Seasoned private banker serving as the relationship manager for a book of individuals, family office, foundations, business banking, P/E V/C Hedge fund, and professional services clients. Deliver the entire capabilities of the bank, wealth management and trust company to each client through a holistic team approach. Proficient in understanding client credit needs, personal balance sheet analysis and loan committee review. Superior client service aptitude and a natural ability to develop trust and strong relationships with prospects, clients, and colleagues.

Cultivate and manage new and existing client relationships of High Net Worth individuals and their related business. Ensure the delivery of the comprehensive capabilities of the entire bank using the Financial Advisory approach. Develop a sales plan for each relationship and work with product specialists to provide advice to clients with complex financial needs. Structure transactions for investments, credit, estate planning and other banking services. Well networked within the corporate/finance community with excellent General Management multi-functional experience with a multinational bank.• Raised over $21 million in residential mortgage sales FY 2010-11• Delivered over $29 million in sales production (deposits and investments) FY 2010-11• Recipient of three Top Performer Awards

Since completion of AIG training program, individually responsible to lead and direct a staff of 4 finance associates in credit origination, insurance production, loss mitigation, underwriting, risk management, and financial advisory. Individually oversee a high volume of client relationships and act as a department liaison between senior management, operations associates, compliance analysts, and investors. Efficiently underwrite new business through modeling client finances, business credit analysis, and utilizing quantitative analysis in loan packaging. Manage branch portfolio through successful leadership, outside business development, supervision of processing procedures, and acting as fiduciary in assessing client needs.• Top individual producer for New England district 2005, 2006• Top individual producer for Southeast Florida district 2004 • Top branch producer for ancillary sales 2004