CAREER SUMMARY: Seven years of experience with Bank of America Private Bank coupled with an additional seven years in investment management, asset management/leasing and lending--a high-integrity career financial services professional. PROFESSIONAL PROFILE: I am an accomplished, ...more

CAREER SUMMARY: Seven years of experience with Bank of America Private Bank coupled with an additional seven years in investment management, asset management/leasing and lending--a high-integrity career financial services professional. PROFESSIONAL PROFILE: I am an accomplished, up-through-the-ranks financial services professional with a documented record of success driving a large book of business for an industry leader. Throughout my career, I have always been a multi-disciplinary individual contributor and working leader with a strong understanding of basic corporate finance, accounting, taxes, capital markets, business operations and team leadership--skills that make me invaluable in understanding each client's big picture. I am "financially agile" with strong quantitative skills, including the ability to use financial tools, think critically, analyze information, draw conclusions and execute tactically. CORE QUALIFICATIONS: Financial/Business/Trend Analysis ● Pitch and Presentation at Senior Level ● Cash Flow Analysis and Management ● Cost Analysis and Expense Control ● Financial Planning/Reporting ● Process and Systems Improvement ● Regulatory Compliance and Governance ● Data Analysis and Spreadsheeting Tools ● Relationship Management SELECT CRITICAL CONTRIBUTIONS: ◉ Developed a reputation for working effectively on complex engagements with challenging clients with issues, including researching and advising on business, accounting, legacy, succession and tax implications of decisions—turning around and retaining many an at-risk client. ◉ Managed and grew a geographically dispersed multi-million-dollar book of business—business consisting primarily of high-net-worth individual clients where the average account value was in excess of $1M—again retaining the lion share of the business. ◉ Managed and/or closed many significant multi-million-dollar transactions, including one noteworthy experience where the client had inherited funds from a terminating trust—another assignment requiring extensive research, analysis and client service as the key to new business capture. LET'S CONNECT: I am always eager to connect with other similar professionals, clients and prospective clients to share perspectives, learn more how we can be of service to each other and pay it forward, or share resources, time, talent or treasure. The best way to connect with me is via LinkedIn or email. Thank you.less