Development/Networking/Underwriting/Structuring/Commercial Real Estate/C&I/Term Loans/Revolving Lines of Credit/Cash Management/Letters of Credit/Commercial Mortgages/SWAPS/SBA Loans

Development/Networking/Underwriting/StructuringCommercial Real Estate/Term Loans/Revolving Lines of Credit/Cash Management/Letters of Credit

Middle Market Corporate Banking RMJoined the Corporate Banking Group to help grow the New England portfolio; essentially a startup under the Citibank umbrella. Develop and spearhead marketing initiatives to increase market share in the New England market. Develop relationships in the middle-market space through substantial networking with COI's which include: accounting firms, law firms, private equity firms and local business leaders. Acquired and manage a multi-million dollar portfolio of accounts that compete at both the domestic and international level.Initiated the "Blitz" marketing program for the Boston office which led to 10 multi-million dollar opportunities thus far and multiple meetings with CFO's, CEO's and Presidents.Created the "round robin" cold calling program which has increased first time meetings by 20%. In addition, I was asked by senior management to run the program at Citibank's 31 branches throughout Massachusetts. Structured and underwrote financial facilities for middle-market companies ranging $20,000,000 to $1,000,000,000 in annual revenue through financial statement analysis and excel modeling.Developed significant relationships with C-Suit level executives throughout New England.

High Grade Debt Capital MarketsCreated weekly updates for the General Industries Group, that included spreadsheets for the UST Yield Curve, Comp analysis, and economic, primary and secondary market commentary. Developed financial models and Excel graphics used in pitch books for securing multiple deals with clients that included Innovene, Hershey, Avon and Tribune.Built comprehensive benchmark study for diversified industry groups using in depth financial statement analysis, Excel graphics and commentary.

Assisted in the creation of quantitative financial models in Excel for various products offered. Presented weekly updates on projects to senior management.

Attained rapid, performance-based promotions due to exceptional analytical skills and consistent record of profitable trading performance. Achieved distinction as one of the youngest Vice Presidents ever to work on the trading desk. As VP, maintained a market-making list of 120 OTC stocks. √ Achieved a consistent 6-year record of positive gains, producing over $20 million in profits. • Directed institutional order flow, buy-backs, proprietary trading and conversions.• Presented stock recommendations to Managing Directors of Banking Group on weekly basis.• Performed financial analysis on bank and technology stocks and made recommendations to institutional clients