I am a financial services executive with expertise in middle market, large corporate and investment banking. My background includes strong sales and marketing skills combined with in depth credit and risk governance skills. Proven success leading diverse teams to execute major projects, to grow lines of business, and to deliver excellent service to internal and external customers while growing institutional profitability. I have built successful relationships in major metropolitan markets with Fortune 100 companies as well as in rural markets with entrepreneurial startups and middle market companies. I have worked successfully in various economic cycles, with many different industries, and enjoy working virtually and face to face.My background, including multiple years as a Managing Director in Large Corporate and Investment Banking and as a Senior Vice President and Team Lead in Middle Market Banking, has given me a broad, big picture of banking. This has driven my success in team building (especially with multi-functional teams); management (including virtual teams and special projects); credit, risk and compliance; business development; turn around management (workout and restructuring); treasury and capital markets; mergers and acquisitions. In addition, I have experience in Private Banking which helps bring the bank’s entire capabilities to customers.I am open to relocation with a preference for Southwestern USA.Additional Relevant Experience: Successfully transformed a negative cash flow bed and breakfast into a profitable all-inclusive fly-fishing resort then sold to an investment group.Previously held Licenses: Series 7, 63, 66, Life and Health Insurance.Skills: Middle Market, Large Corporate, Investment and Private Banking | Team Building and Leadership, especially Cross-Functional Teams | Special Projects | Detail Oriented | Focused Execution | Virtual Teams | Sales Management | Credit Management | Risk Governance | Business Development | Entrepreneurship | Business Restructures | Turn Around Management | Workout | Independent Thinking | Dependable | Reliable | Consistent | Adaptable.
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Svp | Team Lead Commercial Bank | Risk Assessment Lead | Special Projects | Regulatory ComplianceWells Fargo 2013 - 2018Colorado & MontanaLed a team of bankers exploring commercial banking opportunities in a new market; key partner in enterprise projects focused on compliance upgrades.- Market Leader of a cross-functional team that sourced a universe of 350 prospects in a new market and built a portfolio of profitable clients and viable prospects.- Evaluated market after three years of growth and formed a plan that transitioned clients to a long-term relationship team with excess capacity which saved the bank money.- Oversaw five major markets as they upgraded their anti-money laundering platform to ensure compliance with regulatory requirements. Project successfully completed virtually.Took a sabbatical from banking in 2019 to sell a family owned business, as follows:Missouri River Ranch, Inc (2010-2019)President | Co-Owner | EntrepreneurTransformed a small, negative cash flow bed and breakfast to a highly profitable, all-inclusive boutique fly fishing resort with fine dining. Oversaw remodeling of 12,000 square feet and new construction of 4,000 square feet. Focused marketing to bring in high net worth individuals, as well as intimate corporate groups. Once established, 75% of revenue was from repeat guests. Increased revenue by 30% annually and transitioned business from a loss to 37% profit margin. Successfully executed sale to an investment group. -
Svp | Senior Private Banker | Cross-Functional Team Leader | Service QualityWells Fargo Private Bank 2009 - 2013Los Angeles Metropolitan Area And MontanaManaged largest and most complex lending portfolio in this wealth management office.- Inherited a large portfolio (over 300 clients); retained and integrated those appropriate for this office; transitioned others to appropriate coverage teams.- Exceeded goals and expanded clients relationships.This includes two separate positions within Wells Fargo; one encompassing 2009-2010 and another encompassing 2012-2013. In between, I took a sabbatical to focus on new construction for recently purchased family business. -
Managing Director | Private Client Adviser | Team Building & LeadershipU.S. Trust | Bank Of America Wealth Management 2008 - 2009Los Angeles Metropolitan AreaManaged Private Banking team focused on servicing existing clients and developing new relationship with high net worth individuals, families and foundations from a trust platform.- Retained strategic relationships during time of transition when US Trust was acquired by Bank of America.- Generated over $100 million in new loans with over $125 million in new fee based assets. -
Senior Vice President | Sales & Performance Executive | Western Region | P&L ManagementBank Of America 2007 - 2008Los Angeles Metropolitan AreaHeld full P&L responsibility for 13 Commercial Markets with annual revenue of $1.4 billion. Right-hand to Regional President. Responsible for development and training of 110 senior bankers, as well as the junior staff.- Increased revenue by developing and implementing new client relationship strategy to integrate Commercial Division with full capabilities of the bank. Resulted in 10 new Investment Banking relationships. -
Managing Director Investment Banking | Technology, Media And Telecom Group | Cross-Functional TeamsBank Of America 1996 - 2007New York City & Los AngelesLed a team of cross-functional specialists selling multiple banking services including syndicated loans, high yield and investment grade capital markets, asset securitizations, foreign exchange, credit and interest rate derivatives, leasing, treasury management, equity products, tax driven structures, investments and retirement plans. Team consistently won mandates and up-tiered bank's position to trusted advisor while improving institutional profitability.- Generated $60 million in corporate and investment banking fee income in 2006 from both leveraged and investment grade media clients.- Won mandates to syndicate large loan facilities (lead banker for $21 billion syndication), to lead bond offerings (investment grade mandates totaled over $30 billion in 2006), and to advise on acquisitions (lead banker for team largest M&A fee in 2006).
Sue Anderson Education Details
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High Honors Graduate
Frequently Asked Questions about Sue Anderson
What is Sue Anderson's role at the current company?
Sue Anderson's current role is Senior Banking Executive | Middle Market, Corporate & Investment Banking | Leadership | Sales | Marketing | Credit.
What schools did Sue Anderson attend?
Sue Anderson attended University Of Montana.
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Sue Richardson
St Paul, Mn5gmail.com, deluxe.com, deluxe.com, hpe.com, ptc.com4 +165132XXXXX
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Sue Anderson
Healthcare Chief Officer | Board Director | Strategy & Vision Creator & Implementor | Change Leadership | Operational Excellence | Finance ExpertMadison, Wi5vmmc.org, vmmc.org, meaghanjared.com, virginiamason.org, ssmhc.com -
Sue Anderson
Pleasanton, Ca2changehappens.org, chevron.com2 +192521XXXXX
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