Simple Simon Email & Phone Number

I am an accomplished finance executive who helps organizations succeed in ALIGNING BUSINESS VISION WITH CORPORATE GOALS by working collaboratively across product and business lines to achieve successful execution. DEVELOPS STRONG RELATIONSHIPS AND BUILDS TRUST with key market professionals. INCREASES REVENUE GROWTH AND MARKET SHARE by building client satisfaction through premier customer service, professionalism and integrity. FUNCTIONS SEAMLESSLY IN A VIRTUAL TEAM ENVIRONMENT. Thrives in a dynamic and complex setting.Specialties: • Relationship Management• Strategic Planning• New Business Development• Change Management• Mitigating Risk/Compliance• Corporate Trust

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  Vice President And Relationship Manager, Corporate, Municipal And Escrow Solutions

  Wells Fargo

  2002 - 2011 - Middletown, Ct

  Managed a portfolio of 400 corporate trust accounts that included multi-family housing, industrial development, healthcare, and education, as well as M&A escrows, litigation escrows and custody accounts.• Cultivated and nurtured positive relationships with high profile, finance savvy clients.• Increased cross sales by listening to the needs of customers and collaborating across business lines to create solutions. Resulted in 20% gain in annual revenue.• Negotiated legal documents for various types of bond structures.• Achieved corporate objectives by consistently meeting and exceeding quarterly goals for risk tolerance and compliance thresholds.• Motivated and inspired staff to prioritize work to meet deadlines and achieve goals in a fast paced environment.• Leveraged comprehensive understanding of bond market in New England to drive business during challenging times.• Promoted repeatedly as a result of new business development and outstanding service to top tier clients.

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  Trinity College-Hartford

  Public Policy