Cultivate Strategic Relationships

  • $2 billion syndicated credit facility of a Fortune 400 client secured by developing a long-term plan introducing a financial payments program that provided $2 million in annual client incentives, a tier-one position in the credit facility, $10 million in financial derivative transactions, and nearly $100 million in new loans. Read Full Story
  • $100 million annual loan growth attained while growing the prospect pipeline to $2 billion by developing comprehensive personal and lending relationships with 75% of the largest retail groups in the sector.
  • Strengthened revenue opportunities in banking, loans, payment services, and treasury products by developing a Fortune 400 firm into one of the top 20 largest company clients.
  • $10 million income expected across five years through processes for broadening of vendor / supplier payment services into an important client segment by strengthening existing relationships and developing new partnerships via client presentations and pricing that created substantial opportunities in the dealer space.

Business Development / Growth Initiatives

  • 10%+ savings per transaction realized and accelerated market readiness by focusing on more profitable operations through processes and metrics rolled into a real-time living database that identified and tracked acquisition targets providing higher returns and by disposing of underperforming operations to establish the company as an acquirer of choice for market expansion prior to availability to other buyers. Read Full Story
  • $2 billion prospect pipeline and $700 million in financing proposals generated by growing the entity as the market segment leader and creating an extensive prospect pipeline through expansion in previously untapped markets and executing of a national accounts strategy targeting the 150 largest industry groups.
  • $750 million loan growth attained and 60% of the prospects captured during three years by developing and launching a captive finance group and marketing the program to manufacturing, finance, and client executives.

Collaborative, Cross-Functional Leadership

  • $3 million to $5 million in interest and product fees annually forecasted by forging sustainable, profitable relationships with the top 150 companies in the sector to propel the company to an industry leadership position that also tripled opportunities with large industry lending facilities in new area markets. Read Full Story
  • $500 million client relationship cultivated that evolved into a major privately held customer by implementing an 18-month relationship development program targeting client and company executives.
  • 95% employee retention for acquisitions reached by collaborating with functional leaders to create disciplined and formalized acquisition and divestiture closing strategies.

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