Description
PROFILE Senior Commercial Banker with over 20 years in banking, the majority of which focused on the government sector, and relationship management. * Successfully built a complex portfolio of over 50 governmental and not for profit clients with an annual portfolio revenue of $14,000,000. * Developed strong client relationships, such as with the Office of the Treasurers of the State of Oklahoma and City of Oklahoma City. * Work well independently or as part of a team with multiple Product Partners, Treasury Management Officers and Underwriters throughout the company. Formed the Oklahoma Purchasing Card Consortium that includes over 45 members and an annual spend volume of $125,000,000. * Highly skilled at cross selling sold asset management mandates of over $100,000,000, and advised clients on operational efficiency, moving from paper to electronic environment.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Umb Bank | Vice President, Relationship Manager For Government | 10/2016 - 2/2018 |
| Bank Of America Merrill Lynch | Vice President, Treasury Sales Officer | 6/2015 - 9/2016 |
| Jp Morgan Chase Bank | Senior Commercial Banker, Government And Not For Profit | 1/1997 - 6/2015 |
| Prior Professional Experience At Jp Morgan Chase | Public Affairs/Government Relations | 1/1997 - 1/1997 |
Accomplishments
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