Jefferson Gilbert Email & Phone Number

Greater Atlanta Area

Greater Atlanta Area

Work with small businesses to supply a variety of financial consulting services, focusing on opportunities to increase revenues, improve cash flow and reduce cycle times. Activities include evaluating business operating models, financial planning, business viability analysis and providing other accounting and bookkeeping services.The analysis of the.

Greater Atlanta Area

Developed and managed a $40 million loan and a $15 million deposit portfolio by focusing on profitable and viable prospects, cross-selling and credit analysis. Developed plan to exceed the annual loan portfolio goal of $28 million. Plan included the development of a target prospect list and calling schedule. Each prospect was in a profitably industry.

Greater Atlanta Area

Responsible for developing a partnership with Commercial Bankers in an effort to expand market share by managing the business owners' personal financial needs. Developed a business plan that identified opportunities to increase revenue. Obtained sponsorship to implement plan that included aligning goals for Commercial Bankers, Affluent Bankers and support.

Charlotte, North Carolina Area

Exceeded wallet share projections through turn-key strategies that delivered bottom-line improvements in revenue, growth, and market penetration within the small business division. Maximized net contribution through management of 20 Relationship Sales Managers who excelled in producing 2.5 products per clients month-over-month.Instituted improved processes.