Todd C Davis Email & Phone Number

Texas, United States

Kansas City, Mo, Us

A Senior Relationship Manager in the Dallas metro commercial banking market, overseeing all aspects of prospect and client development activities through advisory and cross-sell of all banking products and services. Target market includes all industry sectors with company revenues ranging between $250MM - $2Bn+. Collaborate on all underwriting activities and provide vital insight for credit discussions to ensure appropriate risk-based decisions.Key Activities and Objectives:* Strong knowledge of banking, products, services and lending principles, including best practices.* Collaborate with peers and partners driving propsect development and client conversion activities to facilitate the bank’s financial goals for growth and profitability in a high-potential growth market.* Analyze financial status of prospective customers to determine feasibility of ongoing credit requests/needs.* Strong leadership skills with ability to motivate team members, manage workflow, provide training, coaching and development guidance to foster positive team environment and individual growth.* Communicate effectively and prioritize individual and group goals, plans and policies.* Goal-oriented with strong sales and critical thinking skills to effectively solve problems and unify goals.* Experience as a Team Lead preparing and delivering performance evaluations, portfolio planning and budget management, and establishing goals for growth and to manage and monitor profitability.

San Francisco, California, Us

Leader for the Large Corporate Energy Division, overseeing all aspects of corporate banking products and services. Managed billion-dollar portfolios of investment-grade Energy companies, cultivating relationships at the CFO, Treasurer, and Assistant Treasurer level. Collaborated on underwriting activities and provided vital insight for credit discussions to ensure appropriate risk-based decisions. Provided team member training, development, coaching, mentoring, and served as a senior recruiting member for several university teams.Key Achievements:* Drove the execution of a series of acquisition financing transactions producing over $30M in revenue. Arranged multi-billion-dollar bridge financing, commodity and interest rate hedging, permanent financing, and asset divestiture advisory services.* Energy Group Top Performer of the Year (2019) - increased revenue 57% YOY to over $70M.* Architect of the first Supply Chain Finance program in the Energy Sector, improving a client’s cash flow cycle by over $250M and extending days payable from 30 to 90 days.* Led an extensive process to reduce a client’s lease expense by 60%, while generating over $10M in revenue for the bank.* Positioned the Bank as a lead advisor to Board of Directors and Investor Relations groups of clients on ESG (Environmental and Social Governance) best practices and communication to constituencies.* Awarded the role as the strategic global trade finance partner and obtained credit approval for a $500M facility to support global trade activities.* Fallen angel recap strategy generated over $5M in fee revenue. Led an internal team to develop proposals to creatively raise capital and provide near-term debt maturity relief.* Developed an extensive Foreign Multi-National Corporate (FMNC) Strategy deploying over $3.5B in capital for new clients and $40M annually in recurring client revenue.* Partnered with IB & Project Finance teams to promote Renewables Advisory services & financings.

New York, New York, Us

Senior Corporate Banking Relationship Manager providing origination, structuring, and execution of tailored financial solutions and strategic advisory services to diversified clients across a wide range of industries. Managed a Corporate Banking portfolio in NYC of Power and Utility clients across the regulated and unregulated sectors. Managed a portfolio in Atlanta of Global Industrial, Consumer & Retail, Transportation & Logistics, Restaurants, E-Commerce & Technology and Waste Management clients.Key Achievements:* Portfolios consistently exceeded $70M/year in revenue and > 40% return on capital.* Partnered with IB & Capital Market teams on corporate finance advisory and capital raising strategies. Drove strategic dialogue with clients garnering mandates on Joint Lead Arranger and/or Bookrunner roles on the majority of client relationships, including mandates for related hedging activities.* Partnered with Project Finance team on Renewables & client project financing activities.* Worked with Credit and capital market partners to become an Enhanced Equipment Trust Certificate (EETC) underwriter. Lead underwriter for over 15 transactions worth over $10B in financing and $20M in revenue, leveraged client relations to win mandates and achieved goal as a lead primary underwriter. * Invested over $5B in strategic tax equity capital generating $12M in revenue. * Generated over $7M in revenue and fee income for the bank as the sole underwriter, bookrunner, and interest rate swap provider for a capital raise project.* After in-depth analysis and consultation, a client chose the bank to integrate a new treasury management workstation, new account structures, operating procedures, and product enhancements, facilitating reduced treasury costs by 25%. * Led project with credit & product partners for refinancing of a $4.3B client’s revolving credit facilities. Facilitated improved pricing terms and debt maturities for client and increased bank revenue by > $7MM.

Charlotte, Nc, Us

Team lead responsible for developing new and cross-selling existing client relationships in Oklahoma and Texas for the Energy and Diversified Industrials sectors. Developed and expanded a portfolio of 40+ new public and privately held client relationships for the bank, generating over $20M annually.

Bachelor Of Science Business Adminstration, Major - Finance; Minor - Accounting

Regular/General High School/Secondary Diploma Program