Providing financial advice and investor perspective to a custom menswear brand as it expands into the ready-to-wear market.

Led a diverse team of bankers responsible for managing client relationships while pursuing new business & cross-sell goals with U.S.-based healthcare / foundation and endowment (HC-NFP) clients and insurance clients (portfolio consisted of 150 clients with $10 billion in credit commitments). Co-chaired Group Credit Committee that approves clients’ credit requests (averaging 500 per annum) while also serving as voting member of bank’s Senior Credit Committee. - Recruited and trained three new HC-NFP bankers after team experienced significant turnover. Modified client coverage model so bankers proved more efficient in servicing existing clients while pursuing new business opportunities.- Advocated for creation of associate banker role to support HC-NFP bankers given volume of credit activity while also formalizing continuity planning. Filled one of two posts within three months.- Served as primary liaison with Loop Capital, a strategic partnership for the Bank that generated over $40 million in net securities underwriting fees.

Served as senior credit officer for Corporate & Institutional Services (C&IS), coordinating the business unit’s credit requests with the Bank’s risk management group. Oversaw C&IS loan portfolio of 500 clients ($23 billion in commitments) across various sectors, including HC-NFP, insurance, correspondent banks, and general corporates. Chaired group credit committee approving clients’ lending requests and acted as voting member of bank’s senior credit committee. Worked and collaborated with partners from treasury, finance, and risk management to address federal regulatory matters, including CCAR and FTP, and participated on related oversight committees.- Collaborated with treasury and risk management to implement $2.1 billion bank-owned life insurance program annually generating greater than $30 million in net earnings.- Organized and led net interest income (NII) accelerator program, booking $1.5 billion of incremental funded loans that generated over $18.5 million in annual NII to boost Bank’s earnings.- Collaborated with HR to cultivate Rotational Development Program (RDP), including interviewing and endorsing candidates for credit track. Developed and taught several training courses for RDP.- Authored quarterly report, effectively summarizing corporate lending activity and bank loan market trends for CFO and investor relations in preparation of Bank’s quarterly earnings releases.- Proactively established weekly executive management pipeline report to quantify client requests for additional liquidity during COVID pandemic, including managing screening process. Received over 200 requests totaling $7 billion in additional liquidity.- Established and implemented asset review process to monitor lower-rated names and deteriorating credit situations during COVID pandemic (initial list contained 50 names totaling $3 billion in commitments).

Led team of bankers and custody relationship managers responsible for client servicing and new business development with insurance companies (P&C, Life, Health). Delivered asset servicing solutions while pursuing cross-sell opportunities with 40 mid-market clients. Actively assisted bankers in delivering solutions to all clients in core segment. Partnered with Sales to pursue new client relationships.- Led and supported team in generating over $10 million of incremental new business, adding 12 new clients, and increasing opportunity pipeline by $12 million.- Collaborated with Sales to cross-sell investment accounting services to mid-market client base, achieving 50% hit rate.- Collaborated with Segment Head and Sales partners to develop strategic calling initiative to pursue BCBS insurers. Applied similar approach with very large insurance prospects (aka “Whales”) to generate new business leads.- Improved division’s ROE by reducing credit capital by $22 million ($400 million in commitments) with keen focus on credit-only and limited cross-sell client relationships.- After persistent and structured cold-calling efforts, obtained lead-with-credit approval for Torchmark ($10 billion) and Doctors Co. ($4 billion) that ultimately facilitated two new custody mandates.

Led team of bankers and credit underwriters with existing client and new business responsibilities for small, mid-sized and large general corporates across seven Eastern and Midwestern states, U.S.-based insurance companies, and correspondent banks in Central Region. Developed and managed portfolio of 140 clients with $4 billion in commitments. Annually researched and presented comprehensiveinsurance sector review to Credit Policy/Risk Management. Collaborated with Sales to develop shared prospect list and streamline cold-calling efforts.- Led team in generating over $60 million of incremental new business, averaging $7 million per annum, and beat sales goals each year. Client portfolio annually increased by 20% in first three years.- Collaborated with other division managers to develop credit risk and financial analysis curriculum for credit underwriters, and prospecting and cross-sell strategies for junior bankers.- Collaborated with Credit Policy/Risk Management to implement new internal credit rating tool for insurance companies.

Managed portfolio of 30 clients across diverse geography and industry sectors. Cross-sold to existing clients while pursuing new clients with asset servicing needs aligned with Bank’s core capabilities. Promoted to division manager when Credit Products and Middle-market Banking merged into Corporate Banking Group. Generated $2 million of new business revenues in first year and added six new clients.

Established new business venture offering financial information tools and services to syndicated loan professionals. Targeted syndication desks at U.S.-based regional banks and European banks with U.S. presence. Designed and developed DealDatabase, secure web-based database application capable of warehousing deal information and facilitating loan research and analysis. Also offered deal input services, essentially providing an outsourced solution to an internally staffed loan research desk.

Held various positions of responsibility: • Director, Loan Syndications, Syndicate / Loan Research, 2003-2004. Worked on small team responsible for monitoring all U.S.-based syndicated loan deal activity ($1 trillion market). Performed market research and ad hoc analysis, presenting market trends at weekly staff meetings. Advised originations team on proposals to ensure pricing and structural terms proved acceptable and market-clearing. Developed and maintained group’s marketing materials.• Director, Loan Syndications-Originations, 1997-2000. • Assistant Vice President, 1997-2000. • Associate, 1996-1997.Performed senior originator duties, working with corporate bankers to position group’s loan syndications capabilities to clients across various industry sectors including retail, telecom and media, financial institutions, REIT, and Midwest-based industrials. Presented 300 proposals to clients, winning 60 lead-left mandates. Managed all aspects of transaction: structuring and pricing proposal, writing offering memorandums to solicit prospective investors, and negotiating loan documentation with client and lenders. Addressed prospective investors’ questions by thoroughly reviewing client’s financial condition, capital structure, and existing debt obligations. Researched and co-authored strategic initiative to expand origination efforts with financial sponsors. Developed and taught training sessions for junior staff.

Held various positions of responsibility:• Associate, Corporate Finance-Global Credit-Special Loan, 1994-1996. Managed $200 million portfolio of loans to distressed and bankrupt corporate clients. Negotiated and resolved 25 troubled situations, reducing bank’s exposure by $75 million. Exited ten orphaned relationships without incurring a credit loss. Worked extensively on several prominent bankruptcy cases, including Columbia Gas, Caldor, and Eljer.• Accounting Officer, Financial Group-Consulting and Report Development, 1989-1994.Collaborated with reporting teams within Bank’s financial division to develop solutions that increased accuracy and timeliness of internal and external reports.