Timothy Hammond Email & Phone Number

Responsibilities include the wholesale marketing and sales of investment funds and products to investment brokers and financial planners throughout the country. Work directly with RBC Trust Company and Global Private Banking to develop new trust and escrow related business. In addition, duties include new product development and presentation to senior management along with document review to ensure compliance with bank policies and guidelines. Attend and sponsor major conferences throughout the US.

Responsibilities included communication, research and marketing for Corporate and Investment products in eight southeast region states. Marketed and sold bank products and services to community banks and credit unions. Worked directly with various areas of the U.S. Bank, Wachovia Bank and SunTrust Bank (U.S. Bank purchased the Corporate and Institutional Trust business from both banks in 2006 and has a referral network setup with both banks to refer new business to U.S. Bank) to develop investment management and trust related business. In addition, duties included document review, investment vehicle review pursuant to the guidelines of the bond documents. Worked with financial analysts, law firms and investors to ensure compliance of all governing documents pertaining to new and existing bond financings.

Responsible for recruiting bank and investment management professionals for financial institutions throughout the United States. Successfully recruited investment management and lending professionals for medium to large financial institutions.

Responsibilities included all Personal Trust, Employee Benefits, Corporate Trust and Investment Management business development and marketing throughout Georgia, specifically, the Atlanta metropolitan area. Worked directly with various business lines of SouthTrust Bank (Treasury, Securities, Capital Markets, Branch, Non-Profit, Endowments, Large and Middle Market Corporate Banking) to develop Investment and Trust related business. In addition, duties included working with shareholders, charitable organizations, CPA’s, and consultant’s to develop mutually beneficial relationships to enhance both companies’ business development efforts.

Responsibilities included all Institutional and Investment Management business development and marketing throughout the greater Washington, DC area. Assisted in the development and implementation of investment products and research offered by the bank. Worked directly with various areas of the bank (Securities, Private Banking, Non-Profit, Endowments, Corporate Banking, and Branches) to develop Investment and Trust related strategies. Prepared presentations and financial communications for senior and executive management. Prepared proposals and responded to RFP’s.

Responsible for the preparation and review of all pending litigation. Review, structure, and document all contracts and proposals. Assigned and managed litigation sent to outside law firms. Reviewed workers’ compensation, EEOC, Title VII, etc., claims. Ensure compliance with SEC regulations. Review and comment on tax laws and regulations.

Oversaw the marketing and sales of Institutional Services and investment management products. Responsible for developing new opportunities for investment management. Provided business development for trust and investment services throughout Texas and California. Opened and managed the California office. Prepared business plans and presentations for senior management of corporations, law firms and investment banking firms. Prepared proposals and responded to RFP’s.

Responsible for the management, sales and marketing of investment products to 19 west coast states. Prepared budgets, recruited and trained personnel. Presented new products and ideas for approval by senior management. Responsible for P&L. Presided over quarterly board meetings which included the research and communications of all year-to-date financial strategies. Organized the office as a new bank with the California State Banking Authorities. Attended and represented Meridian Bancorp at all state banking meetings. Specialized in developing new leveraged leasing financings, specifically aircraft and railcar leasing. Prepared proposals and responded to RFP’s.

Responsible for the management of the Central Florida (1984 – 1987) and Northern California (1987 – 1989) offices which included all marketing, annual budgeting preparation, personnel recruitment and evaluation, new product development, account administration, training and document review. Duties also included the handling of personnel matters, resolution of problems inherent in a large operation, preparation of management reports, and implementation of policy and improvement of methods and procedures. Prepared proposals and responded to RFP’s.

Juris Doctorate, Law

Bs, Business/Finance

Activities and Societies: Sigma Nu Social Fraternity