I am a business development professional with extensive experience in originating and servicing new financial services clients. I have sold a variety of financial services to both large and small corporate clients in a lengthy career in corporate and business banking. I am currently considering what my next opportunity may be. I had been most recently with TCF Bank, engaged in finding new clients for the bank in commercial banking, asset based lending, cash flow lending, private banking and real estate lending. In the recent past I have been a wealth management advisor to high net worth business owners and executives assisting them with issues ranging from investment management, supplemental retirement savings, deferred comp plans for key employees, exit strategies, wealth distribution at death, to estate tax planning. I am comfortable calling at the C level and am able to easily articulate solutions for complex financial issues.Specialties: Senior debt placement for lower middle market companies. Asset based and cash flow lending. Private banking for high net worth borrowers.
Listed skills include Banking, Financial Analysis, Finance, Credit, and 16 others.