Experience

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  Bank of america

  Dec 1996 - Mar 2007

  Senior vice president, senior treasury management sales officer

  Designed and presented cash management systems for commercial and middle market clients with revenues from $20M to $2B, throughout U.S. Prepared analyses for RFPs, profitability, pricing and working capital. Managed a ~$40M portfolio. • Grew portfolio 8-12% year-over-year.• Identified and proposed multiple opportunities to enhance cash flow for local school board.• Streamlined burdensome payment process, enhanced reporting and freed capital, through design and institution of an end-to-end corporate purchasing system for Bacardi Bottling, subsequently featured in Forbes.• Consistently earned top-tier feedback in sales and client satisfaction surveys; received numerous sales awards, including prestigious, Eagle Award for high production. • Served on National Executive Council for four years; a cross-functional, strategic team comprised of Commercial, Middle Market, Treasury, Credit, Risk Management, Relationship Management leaders. Show less

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  Suntrust

  Mar 2007 - Mar 2016

  Led start-up and provided direction to national treasury sales team charged with delivery, design, management, enhanced working capital and growth of Treasury Revenues within Corporate Investment Banking segment. Concurrent with corporate investment banking, managed consumer retail, telecommunications, media and technology client verticals. Developed and executed strategic plans across all lines of business. • Surpassed 2015’s annual plan with 102% of goal; increased PxV (Price x’s Volume) 4% YOY • Grew total treasury revenues 3% on rolling 12 month basis and deposits 30%+.• Instrumental in the reorganization and realignment of organization, role defining, client services and onboarding needs to support expanding market coverage. Show less Led treasury sales team charged with delivery, design, management and growth of core treasury revenues within variety of industry segments including Business Banking, Commercial, Middle Market, Private Wealth Management, Government, Healthcare and Non-for-Profit. • Grew portfolio 11% YOY 2012; averaged 6% growth in prior years.• Finished 1st in nation’s Treasury Departments in 2012. • Transformed sales approach through development and implementation of training program delivered 300+ cross-functional employees throughout Southeast U.S. • Surpassed expectations throughout tenure; efforts recognized through receipt of President’s Team Award, 2010, and Premier Sales Team in both 2009 and 2008. • Introduced new treasury sales compensation structure aligned with strategic direction. Show less

  • Senior Corporate Investment Banking Treasury Sales Manager

    Aug 2012 - Mar 2016

  • North Florida Regional Treasury Sales Manager

    Mar 2007 - Mar 2013
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  Bankunited

  Mar 2016 - now

  Senior vice president, treasury management sales manager

  Oversee Florida’s geographically dispersed treasury sales team of Corporate and Retail Treasury Management Sales Officers, Analysts and Technical Consultants. Partner with all lines of business, i.e. business banking, corporate, commercial real estate, private group, specialty lending, retail, government/municipal, and bridge funding group to cultivate referral relationships and sell across industries. • Delivered double-digit YoY total gross portfolio revenue (PxV) growth in 2017 vs. PY’s single-digit growth.• Elevated talent and forecasting modeling and reporting. Show less

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  Td

  Feb 2019 - now

  District sales manager