Experienced financial professional with a long track record of developing strong client relationships, driving growth objectives and managing high performing teams.
Strong background in credit and corporate finance
Strong sales focus
Broad network in Texas and beyond
Experienced client advocate and advisor
Experienced and capable mentor for younger associates
Works well with partners and other lines of business
Effective coach to develop stronger sales performance
Led team of client advisors and client managers, serving the High Net Worth segment. Doubled the number of advisors through selective recruiting and hiring strategies. Worked with newer associates to develop networking and prospecting strategies, in order to create early sales success and a consistent set of routines to improve overall sales performance. Led efforts to raise visibility of US Trust both internally and externally. Worked with management and line of business partners to improve working relationships and increase internal partnering. Developed a stronger focus on business owners to help them with financial and tax planning, ownership strategies, and legacy issues. Led Houston team through effects of the energy recession and rebuilt sales momentum, leading to a Top 5 Sales ranking in 2016.
Managed a portfolio of commercial banking relationships in a wide variety of industry segments, including manufacturing, distribution, retail, technology and services. Company size ranged from $10 million to $300 million. Delivered conventional banking solutions including credit and treasury related solutions. Sought to deepen client relationships through client management skills. Consistently met or exceeded growth and asset quality goals.
Board/Advisory Positions - Houston Ballet, Houston Grand Opera, Houston Center for Literacy (Chairman for 2 years), Museum of Fine Arts, Children's Museum of Houston, McCombs School MS - Finance Program, Texas Fiji
Other Organizations - Phi Gamma Delta, Texas Cowboys, Texas Exes Life Member, St. John the Divine, St. Johns School, River Oaks Country Club, Costero Club, Beaver Creek Club
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