Rebecca Cruz Email & Phone Number

Ensured participation of women and minority owned investment firms in financial deals by conducting extensive research to determine if women and minority firms were involved. This resulted in a 40% increase in the number of women and minority-owned firms in high profile transactions.Responsible for the strategic planning, and execution of a three day annual major fundraiser for Wall Street Project, which is attended by senior corporate executives, national and local elected officials and ministers. Developed the content for business sessions during the Wall Street Project conference which is related to current economic, business and industry trends and how they affect minority owned small businesses and new opportunities for emerging managers asset management and broker-dealers. Forged relationships with organizations to enhance the content and expand the scope.

Campaign fundraising manager for the CUNY(21 community/senior colleges) and NYC Municipal Annual (NYPD and DOS) campaigns successfully increased contributions by 6% a month post 9/11. Successfully managed eWay vendor relationships and corporate United Way accounts.Managed a number of corporate and foundation accounts for September 11th Fund.

New York, Ny, Us

Identified and developed new business opportunities for Business Health, a start-up which achieved 10% revenue growth in its first year.Designed and implemented strategic business plan, which identified health care needs/business opportunities in new markets such as technology firms (Silicon Alley) and professional service industries.Introduced the concept of relationship management and cross-selling strategy to senior staff and physicians from the seven hospitals.

New York, Ny, Us

Vice President, Manager of Sales Team, Private Banking International, New YorkDirected transition team post sale of client assets in order for department to operate effectively and efficiently and with a minimal disruption to the clients.Vice President, Senior Relationship Manager, Private Banking InternationalImproved the profitability of an assigned book of business of high net worth clients by introducing an innovative sales strategy utilizing account profitability tools.Vice President, Sales Manager Private Banking International, Buenos Aires and MontevideoCoordinated the restructuring and redesigned the processes and sales strategies of the Private Banking International offices in Buenos Aires and Montevideo. New sales strategy and customized service directed to high net worth clients.Development and implementation of a cost reduction program of the Montevideo office processes.Vice President, Global Sales Manager, Private Banking International, New YorkDirected a new team with a staff of 12 sales/relationship managers and 3 administrative assistants managing total assets of $600M for high net worth clients who resided in Latin America, Europe, Middle East and Africa.Held progressively more responsible positions as a sales/relationship executive which included serving as manager of the Southern Cone group.Completed Chase's Credit Training Program