Senior Vice President Middle Market Banker
Current• Trusted Banking Strategist to clients in the Middle Market segment, which is defined as public and privately held companies with revenues greater than $25MM. • Merger and Acquisition financing for privately held corporations and private equity funds.• Leads the relationship team executing relationship strategies for credit and non-credit product delivery.• Executes and leads the Middle Market team’s data stewardship approach, enabling accurate data flow, client insight, and sales… Show more • Trusted Banking Strategist to clients in the Middle Market segment, which is defined as public and privately held companies with revenues greater than $25MM. • Merger and Acquisition financing for privately held corporations and private equity funds.• Leads the relationship team executing relationship strategies for credit and non-credit product delivery.• Executes and leads the Middle Market team’s data stewardship approach, enabling accurate data flow, client insight, and sales activity to occur at the enterprise and district levels. • Maximize the department’s profitability through the maintenance of a high-quality loan portfolio.• Follow market trends and developments to increase the bank’s business in established and developing markets.-2018 Rochester Middle Market Key Equipment Finance "Partner of the Year" Show less
