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

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