James Green

Experience

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  U S Trust /Bank of America Private Wealth Management

  Jan 2006 - Jan 2009

  Vice President - Private Client Manager

  Assumed a front-line role in managing complex high net worth relationships spanning bank deposits, investments and credit facilities. Charged with revitalizing and rebuilding the prestige of this venerable New York brand in the private banking arena. Developed and executed strategies for client acquisition, retention and increasing firm revenue. Awarded a promotion in 2009.• Co-managed a portfolio of $1.5+ billion generating revenue of $12+ million annually.• Oversaw staff hiring, training and management; Managed a team of eight financial executives in the Manhattan retail banking market.• Retained seven highly profitable legacy relationships with $40+ million in assets.• Exceeded revenue targets by 127%.• Advised clients on specialty and non-financial assets including: closely held businesses, timber, farm and ranch land, oil/gas and mineral properties.• Established credit facilities for aviation, yacht and fine art financing.• Coordinated a diverse team of wealth strategists, portfolio managers and philanthropic managers in client interactions.• Ranked first in Private Black Card sales in 2008/2009 and fourth in newly acquired assets of $55+ million in 2008.• Recognized for two consecutive quarters in the Northeast with the Top Performer Gold Award. Show less

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  Gibraltar Private Bank & Trust

  Jan 2009 - Jan 2011

  Vice President - Business Development Officer

  Recruited for a highly visible position in the New York office with direct accountability for acquiring high net worth clients for this $1.5 billion Coral Gables, FL based bank.• Exceeded performance targets with 18 new relationships with an average net worth of over $9 million each, resulting in a $40 million portfolio.• Sourced and presented with the President / CEO a private equity placement to potential investors and clients.• Organized bi-monthly networking events for prospects, partners and existing client relationships.• Coordinated a team of portfolio managers, trust and custody officers in client interactions.• Underwrote and presented complex jumbo real estate credit transactions to the firm’s executive credit committee.• Assisted Hedge Fund and Private Equity clients with their cash management needs. Show less

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  ROI Capital

  Jan 2011 - Jan 2012

  Regional Sales Manager

  Promoted alternative investments that specialized in commercial lending to key financial institutions across British Columbia.

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  Plethora Mobile, A Mobile Media DSP

  Jan 2012 - Jan 2013

  Account Executive

  Plethora Mobile is a Mobile Media Demand Side Platform (DSP) that allows Brands, Agencies & App Developers access to billions of mobile impressions worldwide.

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  Hipcricket

  Jan 2013 - Jan 2014

  Director, Brand Solutions - Agency and Enterprise

  Hipcricket is an end-to-end mobile solutions company, encompassing mobile marketing and advertising that empowers brands, agencies and media properties to engage customers, drive loyalty and increase sales.

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  ShermansTravel

  Jan 2014 - Jan 2016

  Regional Sales Manager - Enterprise Accounts

  ShermansTravel Media is a leading digital publisher of hand-picked travel deals and money-saving destination advice, providing ideas, resources, and inspiration for leisure travel planning.

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  The Independent

  Jan 2016 - Jan 2018

  US Sales Director - Enterprise Accounts

  British based digital news publisher.

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  UK Trade & Investment (UKTI)

  Jan 2017 - now

  Great British Business Club Member
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  New Engen, Inc.

  Jan 2018 - Jan 2019

  Regional Sales Director - Enterprise Accounts

  New Engen is a digital marketing agency driving impact for brands across every phase of the customer journey.

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  Simplist

  Jan 2019 - now

  National Sales Executive