(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Sales expert driven to inspire customer confidence and foster business growth. Experienced in implementing advanced financial and sales skills in complex environments.
  • Sales
  • Customer Service
  • Asset/Liability Consulting
  • Presentations
  • Networking
  • Portfolio Consulting
  • New Client Development
  • Marketing Strategy
University of Alabama Tuscaloosa, AL Expected in 2001 Bachelor of Science : Business Administration - GPA :
  • FINRA Series 7
  • FINRA Series 63
  • MSRB Series 52
Work History
Sandvik - Vice President- Debt Capital Markets
Wa, WA, 02/2012 - 08/2013
  • Developed business from new and former clients through telephone and in-person meetings
  • Advised community banks in the development and management of investment and funding strategies
Nexity Bank/AloStar Bank Of Commerce - Senior Vice President- Investment Division
City, STATE, 2004 - 02/2012
  • Consulted with bank executives and asset liability committees regarding risk management and strategy
  • Brokered bonds, structured derivative products, and issued CDs and trust preferred debt to banks
  • Regularly generated and executed multi-million dollar interest rate swaps, leverage transactions and bond swaps
  • Member of Nexity Bank Asset Liability Committee 
  • Provided and marketed fixed income brokerage services to established and potential institutional customers
  • Formulated solutions to customers' problems and issues with the use of sophisticated analytical and financial tools
  • Provided balance sheet and bond portfolio related analyses to community and regional bank clients 
Nexity Bank - Fed Funds Trader/ Investment Operations
City, STATE, 2003 - 2004
  • Traded the daily overnight investment of bank Federal Funds for Nexity bank and its correspondent banking clients 
  • Assisted in the management of Nexity Bank's daily cash position at the Federal Reserve Bank
  • Monitored the daily settlement of correspondent bond transactions

Nexity Bank - Customer Service Representative
City, STATE, 06/2001 - 2003
  • Identified banking customer needs and implemented appropriate solutions

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • University of Alabama

Job Titles Held:

  • Vice President- Debt Capital Markets
  • Senior Vice President- Investment Division
  • Fed Funds Trader/ Investment Operations
  • Customer Service Representative


  • Bachelor of Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: