SUMMARY:

• Financial Services Executive with broad experience managing finance, banking, capital markets, investments, and risk; ready to take an organization to the next level.
• In a very competitive banking environment grew corporate banking pre - tax net income from $51MM to $92MM for a 5 year compound annual growth rate of 12.52%.
• From grew corporate banking loans outstanding by $920MM for a 5yr compound annual growth rate of 7.3%.
• Deposits grew at a 9.22% compound annual growth rate for the same 5 yr period.
• Restructured and reorganized the corporate banking department at Confidential
• This allowed the bank to migrate from just doing participations and it expanded the client relationship base dramatically.
• Formed a commercial solutions group made up of 17 bankers to serve the lower middle market and grew outstanding loans by $45MM in 9 months.
• Reengineered business flow, established policy and procedure improved efficiency ratio from 22% to 16%.
• Developed liquidity management service which grew from $0 to $30 million in revenue over a 3-year period.
• This product had the highest client acceptance rate of any Mellon cash management product. Built the product from the ground up.
• Developed securitization capability for Confidential . Securitized mortgages, auto loans, credit cards and insurance premium finance loans.
• As a result Mellon had gains on sale of assets in excess of $900 million.
• Started and grew structured finance group for Confidential .
• Effective relationship manager, commercial lender and corporate banker.

PROFESSIONAL EXPERIENCE:

Confidential

Executive Vice President

Responsibilities:

• Responsible for the management of a team of 67 bankers charged with the business development and portfolio management .
• Specific objectives were to grow the loan portfolio and significantly increase Confidential share while driving increased profitability.

Confidential

Senior vice President Commercial

Responsibilities:

• Responsible for business development and portfolio management.
• Generated over $1.5mm in new revenue first nine months.

Confidential

Owner, Primary Consultant

Responsibilities:

• Worked with several companies in early to mid-stage in their life cycle.
• Designed financial structures, develop capital raising plans and designed process and business flow improvements.
• Turn several companies revenue lines from declining to growing.
• To date my clients include two leasing companies a distressed real estate fund and a residential real estate management company

Confidential

Regional Head of Corporate Trust

Responsibilities:

• Provided seamless solutions to service structured finance transactions with efficiency and flexibility.
• Launched leading-edge technology and information management disciplines to create customized solutions for virtually any debt financing.
• Effectively moved over 200 clients in six months from Houston to Pittsburgh after the collapse of the structured finance market in 2008 and retained dissatisfied clients by providing each with a single point of contact supported by market and product specialists, technology experts, industry professionals and service coordinators.

Confidential

President Mellon Financial Markets

Responsibilities:

• Directed all aspects of the strategy, growth, and expansion of businesses.
• Serviced a full range of clients, from local municipalities to multi- national corporations.
• Specific industries included Financial Services, Media, Retail, Real Estate, Energy, and Manufacturing.
• Led a team of 90 employees and realized increases in annual net income for 5 consecutive years.
• Created and implemented improved expense reporting methodologies to facilitate a 15% reduction in annual costs.
• Identified and eliminated poor or redundant technologies and launched an Internet based securities sales portal for all securities products called Liquidity Management Service.
• This portal more than tripled revenue in a 3-year period.
• Responsible for proprietary trading and portfolio management and strategy.

Head of Structured Finance

Confidential

Responsibilities:

• Led a team of 14 experienced corporate bankers who worked expertly and efficiently throughout the life of the client's transaction and provided securitization of Confidential and client Assets.
• Delivered unparalleled product focus and expertise for Confidential and Confidential financing, asset and portfolio solutions, and structured investment vehicles, including Three Rivers Funding Corporation; a $5 billion, multi-seller asset backed commercial paper conduit.
• Identified and developed the core capabilities of the division which included special asset products, and a comprehensive range of customized reports that helped ensure a robust, straightforward program of ongoing support for the clients.
• Created and managed a $3 billion fixed income arbitrage portfolio.

Vice President Public Finance

Confidential

Responsibilities:

• Led the marketing and underwriting group for governments, their agencies, and non-profit organizations.
• Offered global capabilities experts and local market experts who provided a full range of investment banking services seamlessly for the client's current and developing financing vehicles.
• Developed a municipal loan program for securitization and pooling of small issuers of municipal debt.
• Revamped marketing and investment banking capability of Public Finance Unit.
• After forging a market-leading position in the municipal debt market, was asked to lead the development of structured finance capability for Confidential .

Confidential

Vice President Structure Finance

Responsibilities:

• Hired to start-up and build a Structured Finance group.
• Successfully built a buy-side organization that built a portfolio of diversified structured investments.
• Developed a team that could work as a partner to credit enhance and compliment the overall transaction.
• Developed several joint ventures and partnerships with Confidential firms to facilitate whole loan purchases and subsequent securitizations.