Todd Posey Email & Phone Number

Tulsa, Ok

• Provide business consulting relating to cash flow (expense control), working capital management, asset purchases, business structuring and brokerage• Provide business capital for small and middle market customers• Purchase equity interest in small and middle market companies• Clients include manufacturing, construction, auto dealerships, non-profits and real estate – including acquisition and development, office warehouse and retail

Broken Arrow, Ok

• Manage all phases of the sales cycle – from prospecting to close and follow-up support• Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals

Tulsa County, Oklahoma, United States

Tulsa, Ok

• Team Leader for new bank in consolidated business development leading a group of four relationship managers in the generation of new commercial and real estate lending, treasury services and mortgage loan placement• Grew new portfolio to $40MM in new loans and $20MM in deposits; loans consisted of CRE, manufacturing, multifamily and general business• Leader in business development while active in community service and public relations

Tulsa, Ok

• Provided leadership and oversight for Tulsa and Fayetteville locations with $350MM loans and $500MM in deposits• Lead relationship development efforts focusing on high net worth individuals, directing 10 Relationship Managers and eight Relationship Advisors• Responsible for budget, which included approximately $2.00MM in payroll and contributing over $3.80MM in net income including monthly budget variance reporting• Lead sales efforts in cross selling to brokerage, trust and mortgage bankers• Lead, directed and managed the loan pipeline process, management reports, portfolio exceptions and past dues• Actively involved with private bank Peer Group to influence new product development, enhancements and pricing for the group• Conducted interviews, responsible for hiring, performance appraisals and disciplinarian actions up to and including terminations• Lead the effort and oversight of office buildout of The Private Bank in Tulsa

Tulsa, Ok

• Team member involved in the establishment of a new bank in Tulsa• Involved in the initial hiring, marketing and business development• Grew portfolio to $50MM loans and $20MM in deposits

Tulsa, Ok

• Team leader responsible for business development to middle market prospects• Built, directed and managed a portfolio to $50MM in loans and $35MM in deposits• Analyzed customer’s and prospect’s needs to cross sell other bank services

Tulsa, Ok

• Responsible for the production of consumer, CRE and commercial loans within the small business market in Tulsa

Bachelor Of Science (B.S.), Finance

Education record