Bill Geis Email & Phone Number

St. Petersburg, Florida, Us

Responsible for the delivery of all the banking and lending solutions offered through Raymond James Financial Advisors.

Birmingham, Alabama, Us

Responsible for all aspects of a $5 Billion lending and $6 Billion Deposit portfolio sold through Private Bankers, Financial Advisors (FAs) and Trust OfficersSenior Management / Leadership: Created and implemented the first tangible cross selling initiative between the bank and the brokerage by building a Securities Based Loan (SBL) product offered through Morgan Keegan Financial Advisors and Private Bankers. Shifted lending focus to value-add tailored loans to wealthy clients from one historically focused on consumer loansCoached private bankers to more effectively sell lending solutions. Financial Results: Increased lending’s overall profitability by 5%, despite significant runoff in HELOC, Investor Real Estate and Unsecured credits. Profit growth was driven by improved pricing management an increase in average loan size and a shift in the product mix. Closed over $450MM in new SBLs, with balances of $170MM in first 10 months of rollout without increasing headcount in sales or operationsKey Accomplishments: Created and gained executive approval for SBL business plan. Launched new product within 3 months of approval. Increased loan pricing and fees to better align pricing and risk and increase profitability. Industry leading SBL spreads (345bps)

Zurich, Ch

Responsible for end to end product management of the Securities Backed Lending business including full P&L responsibility for a $250 Million revenue business. Senior Management / Leadership: Changed the firm wide culture to balance both loan growth and profitability, changed focus to drive applications by establishing activity metrics for all levels of the organization. Implemented a Sales Assistant compensation program to drive applications and sales process changes. Re-enforced lending value proposition and increased accountability at all levels of management. Financial Results: Generated over $250MM in revenues and surpassed 2010 balance and profitability goals 2 years ahead of schedule. Achieved record loan growth of $2.6B in first 7 months of 2008. Doubled application volume from 2006 levels in both units and dollars. Key accomplishments: Developed an integrated desktop application system for FAs resulting in a significant increase in productivity and turnaround times resulting in the ability to double loan volume with a significant reduction in staff. Co-led a team responsible for providing 100% liquidity against Auction Rate Securities for Wealth Management clients. Changed the loan pricing process and enhanced pricing guidelines resulting in a 20bps increase in spreads for new loans. Achieved # 1 market share for SBL according to McLagan as a result of having the fastest growing SBL business.

New York, Ny, Us

Simultaneously responsible for the end to end product management of the Smith Barney HomeLoan and Commercial lending programs Senior Management/Leadership: Established key metrics for the SB field management team to increase accountability and ownership of the lending business. Recommended the creation of a single lending sales force responsible for driving all lending. Established new compensation arrangement for Financial Advisors to increase home loan production per FA, resulting in an industry leading position. Financial Results: Increased home loan revenues 18% during a period of industry weakness. Increased commercial lending bookings over 500% and revenues 1200%. Increased SBL and Tailored Lending business 27% in 2006 after taking over sales responsibility.Key accomplishments: Developed a single point of sales coverage mode to reduce confusion in the field and offer a better client experience. Renegotiated cross sell agreements with several areas of Citibank resulting in increased support levels and revenues for Smith Barney. Increased HomeLoan participation rates from 65% to 75% and increased home loan velocity to 2.4 loans per FA. Established structured comp plan for Lending Specialists to focus on driving all lending and cross referrals to other wealth management partners.

Us

• Private Bank Division (1994-1998), served a variety of rules within the Private Banking area ranging from an Underwriter with credit authority of $1MM to a Private Banker and a Credit Analyst• Also received Credit Training at Wachovia

Bachelor, Business Administration, Finance, And Marketing

Business Administration, Finance, And Marketing

Series 7

License