Paul Richards

Paul Richards Email and Phone Number

Director and Senior Relationship Manager @ BMO Commercial Bank
Orlando, Florida, United States
Paul Richards's Location
Greater Orlando, United States, United States
Paul Richards's Contact Details

Paul Richards personal email

About Paul Richards

With 30+ years of experience as a relationship manager, and a credit and sales leader, I have been key member and leader of relationship teams delivering credit, treasury management, Rates, FX, leasing and capital markets solutions to middle market clients. I have an advanced background in financial analysis, credit underwriting, portfolio management, risk management, return on capital, and business development as well as expert knowledge in the delivery of financial products and services to the commercial/middle market business segment. I am skilled in collaboration with Treasury Management and other lines-of-business partners to deliver a wide array of needs-based solutions to clients.

Paul Richards's Current Company Details
BMO Commercial Bank

Bmo Commercial Bank

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Director and Senior Relationship Manager
Orlando, Florida, United States
Employees:
1712
Paul Richards Work Experience Details
  • Bmo Commercial Bank
    Bmo Commercial Bank
    Orlando, Florida, United States
  • Bmo Commercial Bank
    Director And Senior Relationship Manager
    Bmo Commercial Bank Jun 2023 - Present
    Toronto, Ca
    I am an experienced Commercial Relationship Manager with over 30 years of industry experience and deep connectivity to Florida. I am pleased to leverage BMO's extensive middle market platform and 200+ year history to help Florida businesses boldly grow and create jobs. We serve a wide variety of industries (including manufacturing, wholesale, distribution, engineering and construction, food and business services) providing customers with access to BMO's full array of financial services and industry expertise. Specialties include financing (growth, turnaround, dividend recaps, M&A), domestic & international treasury services, risk management, and capital markets. BMO Harris Diversified Industries GroupBusinesses of all types need a financial partner, one that serves as your trusted adviser in addition to structuring a loan or managing your cash flow. We work alongside you to understand your business’ unique demands, and you can be confident we’ll be there to help you develop a strategic financing plan that fits your needs.
  • Wells Fargo
    Commercial Banking Leader
    Wells Fargo Dec 2021 - Jun 2023
    San Francisco, California, Us
    As a Commercial Bank Leader, I work in Middle Market Banking, serving companies with annual revenues typically between $75 million and $1.0 billion. Geographically focused on businesses in Central Florida, I lead a team of experienced relationship managers whose primary goal is to partner with companies, CEOs and CFOs to help them succeed financially and grow their business by delivering products and solutions that meet their needs. In Middle Market Banking, our team provides credit, treasury management, capital markets, risk management strategies, and advisory solutions to companies. Our local delivery model, coupled with the Bank’s other lines of business and product partners, enables us to provide clients with tailored solutions and best-in-class service.
  • Wells Fargo
    Loan Team Manager
    Wells Fargo Feb 2015 - Dec 2021
    San Francisco, California, Us
    • Managed four Portfolio Managers and annually hired financial analyst interns• Developed procedures to monitor the credit quality of the Orlando Middle Market loan portfolio• Reviewed and approved all Credit Underwriting including Risk Ratings, Financial Statement Analysis, KYC, Credit Structuring, and Loan and Booking Documentation • Used Delegated Authority to approve credit, operational, and treasury requests • Worked in partnership with RMs, PMs, and credit leadership to improve speed-to-market
  • Wells Fargo
    Relationship Manager
    Wells Fargo Apr 2009 - Feb 2015
    San Francisco, California, Us
    • Coordinated new business development opportunities across the Wholesale Banking and Capital Market product and service lines while maintaining Middle Market client relationships, supporting client credit commitments of 300MM+• Engaged in single-bank and syndicated financial processes for public, private, and private equity owned companies, resulting in a new credit revenue. • Recommended strategic product specialists to existing clients and prospects, enabling the Relationship team to generate cross-sale revenues
  • Truist
    Relationship Manager
    Truist Apr 1996 - Apr 2009
    Charlotte, North Carolina, Us
  • Truist
    Special Assets Officer
    Truist May 1992 - Apr 1996
    Charlotte, North Carolina, Us

Paul Richards Skills

Mortgage Underwriting Compensation Structures Sales Compensation Management Sales Management Retail Banking Mortgage Lending Financial Analysis Data Analysis Team Leadership Team Management Sales Microsoft Office User Acceptance Testing Sharepoint Database Administration Non Profit Volunteer

Paul Richards Education Details

  • Crummer Graduate School Of Business At Rollins College
    Crummer Graduate School Of Business At Rollins College
    General
  • Miami University
    Miami University
    Marketing

Frequently Asked Questions about Paul Richards

What company does Paul Richards work for?

Paul Richards works for Bmo Commercial Bank

What is Paul Richards's role at the current company?

Paul Richards's current role is Director and Senior Relationship Manager.

What is Paul Richards's email address?

Paul Richards's email address is pa****@****ail.com

What schools did Paul Richards attend?

Paul Richards attended Crummer Graduate School Of Business At Rollins College, Miami University.

What skills is Paul Richards known for?

Paul Richards has skills like Mortgage Underwriting, Compensation Structures, Sales Compensation, Management, Sales Management, Retail Banking, Mortgage Lending, Financial Analysis, Data Analysis, Team Leadership, Team Management, Sales.

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