Brian McNamee

Experience

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  Coopers & Lybrand

  Jan 1992 - Jan 1994

  Accountant
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  Hood & Strong, LLP

  Jan 1994 - Jan 1995

  Accountant
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  Bluewater Brewing Company

  Jan 1995 - Jan 1996

  Co-Owner & Chief Financial Officer

  Implemented internal controls and oversaw the accounting of the business.

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  Visa

  Jan 1996 - Jan 1997

  Advertising and Event Marketing Analyst

  Managed financial relations with advertising and marketing agencies BBDO and Millsport, overseeing a $200M budget. Spearheaded diverse sponsorship initiatives, including collaborations with renowned entities such as Warren Miller Films.

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  Birmingham Moseley Rugby Club

  Jan 1998 - Jan 2000

  Head of Marketing & Sponsorship

  Created a new approach to marketing to the sport of Rugby, including in-stadium experiences. Secured new sponsorships for the club.

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  Netkitchen

  Jan 2000 - Jan 2001

  Head of Business Development

  Established strategic partnerships with a range of backend service providers to enhance sales initiatives for web design services.

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  Builder1440

  Jan 2001 - Jan 2004

  Account Executive

  I specialized in sales of web-based enterprise sales software to production home builders across the western United States. My holistic strategy included prospecting through cold calling, delivering impactful product demonstrations, and successfully finalizing sales. Notable accomplishments during this time included spearheading a national partnership between Builder1440 and Wells Fargo Home Mortgage Builder division, which resulted in a remarkable 300% revenue increase each year from 2002 to 2004.Additionally, I successfully acquired over 400 ASP seats across 73+ home builders and secured contracts with two major enterprise accounts: DR Horton, the third-largest home builder in 2003, and Kimball Hill Homes, the 20th largest home builder in 2002. Despite the software being only six months from launch, these achievements underscored my ability to effectively position and sell enterprise solutions to prominent industry players. Show less

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  Wells Fargo Private Bank

  Jan 2004 - Jan 2011

  Private Mortgage Banker iii

  In my role, I sourced and underwrote over 340 residential mortgages, amounting to a loan volume exceeding $423 million. Additionally, I spearheaded the development of a robust referral network with Wells Fargo Private Bankers, certified financial planners, CPAs, and Realtors, facilitating mortgage placements for high net worth clients with complex financial profiles. Leveraging strategic partnerships, I cultivated relationships with real estate professionals, effectively driving client acquisition through mortgage lending initiatives.Furthermore, my dedication to excellence in sales was recognized through the prestigious Leaders Club award, an honor bestowed upon me in both 2007 and 2008. Achieving sales volumes within the top 10% in loan volume, I consistently demonstrated exceptional performance and commitment to delivering unparalleled service to our clientele. Show less

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  First Republic Bank

  Jan 2011 - Jan 2023

  Managing Director

  Led a cross-functional team spanning Banking, Investment Management, Trust, Treasury Management, Foreign Exchange, and Digital Channels, achieving remarkable growth of $124 million in deposits and $158 million in trust assets from 2020-2023. Acquired over 1060 clients across various sectors, including private equity/venture capital, insurance dedicated funds, technology, real estate, professional services, contractors, and nonprofits. Spearheaded the migration of large, complex business banking clients to First Republic Bank; leading calls with internal teams and the client. By forming strategic referral partnerships with key industry players, we acquired 232+ new clients, yielding impressive financial outcomes: $50MM+ in capital call line debt, $3.2MM in Management Co. Lines debt, $223MM in deposits, $85MM in treasury management, and establishing a partner loan program for 28 partners.Partnered with third-party service providers, I secured $23MM+ in deposits, while also facilitating introductions between clients for enhanced financial success. Underwrote over $753MM in multi-family, commercial, and residential loans, presenting meticulously crafted loan structures to the Credit Committee. These achievements were further complemented by receiving the 2019 Excellent Credit Quality award for originating over $470MM of loans in nine years, with no defaults. Volunteered in placing 43 Paycheck Protection Program (PPP) loans in April of 2020, demonstrating a commitment to community support. Moreover, significantly bolstered the bank’s lending capacity by growing checking deposits by 304% from 2019 to 2021. Originated and implemented a $9.3M partner loan initiative involving 27 partners of a national insurance brokerage, resulting in the acquisition of 27 new personal banking clients and revenue generation for the bank. This infusion of capital facilitated the firm's ongoing expansion efforts. Show less

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  J.P. Morgan Private Client, JPMorgan Chase & Co

  May 2023 - now

  • Executive Director, J.P. Morgan Private Client, JPMorgan Chase & Co

    May 2023 - now

  • Executive Director

    May 2023 - now
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  JPMorgan Chase & Co.

  Jul 2023 - now

  Managing Director

  In addition to meticulously preserving our esteemed book of business and mitigating team attrition amidst periods of acquisition and integration ambiguity, I strategically orchestrated initiatives to recover and expand lost business. Leveraging seamless cross-solutioning with our esteemed Wealth Management partners, I showcased unparalleled resilience and adaptability in adeptly navigating through challenging circumstances. Notably, I managed deposits totaling $349MM and consistently facilitated $100MM annually in multi-family, commercial, and residential loans. Additionally, I generated $78MM in referred Wealth Management assets under management (AUM) and 401K contributions. I established a physician home loan program in collaboration with a prominent hospital in the Monterey Peninsula, catering to the unique housing needs of doctors relocating to the area. Show less