Trey Echols Email & Phone Number

Birmingham, Al, Us

Birmingham, Alabama Area

Highland Associates is a leading institutional investment firm that provides objective, research-driven investment counsel to not-for-profit healthcare entities and mission-based organizations. Our credentialed advisors' hyper-awareness of financial market dynamics, deep understanding of the industry and commitment to due diligence inform the forward-looking investment management programs that we customize for each client. We base our success not only on the returns that we generate, but also on building collaborative, supportive, and candid relationships with those individuals with whom we partner. Highland Associates was founded in 1987 and advises clients across the US.ACQUIRED BY REGIONS BANK IN 2019

Charlotte, North Carolina Area

The Business Development Group at DCF is responsible for sourcing and fostering relationships with middle-market companies. It also provides execution services for buyside initiatives of Public & Private Strategic Acquirors and Private Equity. Responsibilities include leading the Deloitte Corporate Finance Business Development channel for the US practice, delivering revenue growth, and serving as a member of the DCF Marketing Committee.

Charlotte, North Carolina Area

Responsible for business development strategy, direct relationship development, industry-group business strategy, and marketing.MCCOLL PARTNERS WAS ACQUIRED BY DELOITTE IN JUNE 2013.

Chicago, Il

The Division Credit Executive is responsible for managing the delivery of sophisticated credit products designed for High Net Worth families and individuals. The team of bankers consists of analysts, originators, and inside-sales professionals that served as a "combat" team in support of Private Wealth Advisors operating within the Merrill Lynch Private Banking Group (ML PBIG) franchise. The combination with Bank of America gave Merrill Lynch Advisors access to structured lending products not available in the legacy organization. The team of bankers was responsible for marketing, identifying prospects, designing pitches & proposals, interfacing with credit, and closing credit business. They also played a role in client loan maintenance responsibilities. This newly formed division stretched from Chicago to Texas and covered a third of the US.

Greater Chicago Area

In May, 2009, Bank of America developed a "private-banking light" group, called Wealth Management Banking, that handled banking and credit products for mass affluent clients being served in the Merrill Lynch Private Client franchise. The first task of the Regional Director was to manage a substantial number of bankers, many of whom had never worked in a brokerage channel such as that of Merrill Lynch. The team was then responsible for bringing forth newly-formed depository and loan products that were created by Bank of America, but branded for Merrill Lynch. The group performed a critical role during the initial stages of the combination of the two firms. Many ML Financial Advisors went exclusively to their banker for advice on how to access the resources of Bank of America.

Greater Chicago Area

Responsible for managing three banking product delivery groups within the Merrill Lynch US Private Client franchise in the Midwestern Division (1 of 6 US divisions): Consumer, Commercial & High Net Worth. The division generated 9 figures of banking-related revenue. The Division Bank role was created to simplify the go-to market efforts of Financial Advisors and deliver sophisticated banking & credit products, securitized commercial real estate loans, and corporate finance advisory. We combined three distinct sales disciplines into one and worked as a team until Bank of America acquired Merrill Lynch in the fall of 2008.

Greater Atlanta Area

This role included sourcing and advising privately-owned, middle-market companies on capital and liquidity needs. Commercial Finance Managers were responsible for sizing, proposing, negotiating, and executing middle market corporate finance transactions. The group offered investment banking services to round out a comprehensive platform serving privately-owned companies.

Birmingham, Alabama Area

The commercial loan officers at SouthTrust were responsible for relationship management, credit & deposit delivery, and general banking services to privately-owned companies.