Michael Alfano Email & Phone Number

Jacksonville, Florida, United States

I sell Corporate Trust products and services to existing and new customers. I am responsible for business development from assigned clients, prospecting, relationship development, cold calling, networking, leveraging and working with internal lines of business, development of internal and external referral sources, attending industry events and conferences, development of business and sales plans, screening new business opportunities for appropriateness, risk, operational requirements, and negotiating and pricing proposals. In addition, I market and cross-sell all related bank products and services, interact with the highest level financial officials and mentor other team members.

I lead the investment services function throughout the Corporate Trust business line. I am responsible for the development and execution of sales and marketing plans, budgeting and reporting, the growth of corproate trust revenue from referral of business to investment services providers, and the investment review process for our Reg 9 managed accounts. I also lead our Investment Advisory Council with CCT Treasury for guidance around rates and strategies to promote new business activity.

Jacksonville, Florida

Jacksonville, Florida Area

I reviewed and negotiated governing documents for bonds issued by state and local housing finance agencies that issue tax-exempt and taxable bonds for the purpose of financing and developing both single-family and multifamily mortgage loans and projects including: FHA/VA, FNMA, GNMA, the U.S. Department of Housing and Urban Development (HUD), Freddie Mac securitized, SWAPS, second mortgage bonds, draw-down programs, and credit-enhanced structures.

Jacksonville, Florida Area

Jacksonville, Florida Area

Bachelor'S Degree, Finance

Master Of Business Administration - Mba

Juris Doctor (J.D.)