John Needham Email & Phone Number

Wilmington, Delaware

Business leader and manager of a team of high performance relationship managers and client administrators providing trust and agency services to issuers of corporate debt and trust preferred securities.

Wilmington, Delaware

• Seasoned corporate trust professional; develops client relationships, negotiates deal terms/ legal contracts, closes new/ retentive business and manages administration of a portfolio of global capital markets.

• Former President and Vice President of Board of Directors.
• Managed all aspects of the business of this not-for-profit organization, including organizing and leading meetings, setting a strategic vision, delegating tactical initiatives and driving for results.
• Led planning and successful execution of Rebuilding Day events, serving as a Director since 2004.
• Orchestrated merger/consolidation with other New York City based Rebuilding Together affiliates.
• Organized and led the JPMorgan volunteer team for annual Rebuilding Day event dedicated to renovating homes and community centers of people in need in New York City from 1999 – 2003.

• Negotiates and closes deals valued up to several billion dollars each that encompass a wide range of debt capital market, structured finance, project finance and escrow structures, including closed largest emerging.
• Analyzes and negotiates terms of legal contracts that govern complex financial transactions with investment banks, legal teams and clients, with risk management being the priority.
• Navigates multiple deals with varied timelines through a wide array of internal/external processes, involving various parties and culminating in the timely and successful closing of each deal. (Know Your Customer, deal.
• Interacts closely with wide range of international clients including supra-nationals, sovereigns, financial intermediaries and multinational corporations.
• TMG Technology Team Leader – Leads team focused on technology innovation to support Transaction Management Group. Publishes quarterly technology newsletter.
• Closed eleven transactions in last four years that won Latin Finance Deal of the Year Awards.

• Negotiated and closed trust and agency transactions with investment banks, legal counsel and clients, including the 2010 Restructuring Deal of the Year, as recognized by Latin Lawyer.
• Oversaw daily cash flows and investment activity in client accounts that often exceeded $1billion.
• Managed all aspects of ongoing administrations for more than 100 deals and collaborated with Sales Team to price deals and maximize client profitability.
• Worked to eliminate and/or minimize potential risks to the bank by negotiating favorable terms in legal contracts for new transactions, proactive management of compliance items/cash flows for existing deals and.
• Forged strong and profitable relationships with Latin American sovereign and corporate clients.
• Participated on Employee Engagement Committee soliciting feedback from coworkers and developing action plans for management team in order to improve employee satisfaction.

• Planned and managed projects that increased revenues, including implementing a corporate client fee increase that generated in excess of $1.5 million of incremental revenue for the US Corporate and Municipal businesses.
• Performed extensive market research for strategic planning purposes, sales targeting and other projects.
• Worked closely with business managers, sales and service delivery to evaluate and price new deals.
• Oversaw the final stages of development, testing, implementation and periodic enhancements of Trust Accounting Reporting, a web-based reporting system aimed to improve client satisfaction.
• Created and executed rollout and marketing plan for Trust Accounting Reporting system, including giving demonstrations to high profile clients and providing internal training for employees.
• Managed the conversion of the Citizens Bank corporate trust business into JPMorgan’s systems and operating model resulting in $2.2 million in incremental revenue.

• Managed a team of account officers and corporate trust administrators.
• Led team meetings; conducted employee interim reviews and annual performance appraisals.
• Participated in client calls to expand business relationships and resolve any service issues.
• Managed a full book of US corporate and municipal trust and agency accounts.

• Relationship Manager - Corporate Trust Services - US Corporate and Municipal Debt
• Managed client relationships for a portfolio of US corporate and municipal bond issuers with various debt financing structures.
• Worked closely with salespeople to prepare fee proposals, close deals and develop client relationships.
• Reviewed and negotiated terms of trust indentures, resolutions and agency documents with deal managers, attorneys and clients.
• Directed daily cash and asset activity in trust accounts, monitored compliance items and debt service payments, prepared redemption notices, completed annual account reviews and solved problems.
• Participated in special projects including the due diligence process for potential business acquisitions.

Relationship Manager - Corporate Trust - Municipal Debt

Trader - Capital Markets - VRDNs - 4(2) Paper

Bachelor Of Arts, English

Activities and Societies: Kappa Sigma, Crew Club

Hs Diploma