Experience

Platinum Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Associate

  • Apr 2016 - Present

  Platinum Group increases shareholder value for privately held companies in three ways: advisory. transition, and turnaround services.It's about value: Restored. Enhanced. Realized. Business owners look to Platinum to:* Restore health of a business. Platinum's 30-year reputation for turnaround management expertise can help owners drive progress after a setback. At times, we take interim management positions to supply hands-on, senior-level leadership.* Enhance profitability for privately held businesses or family owned businesses to reach the next growth milestone. Clients say the Platinum has a reputation for integrity that comes from years of guiding business owners through change and new opportunities. We also help businesses owned by private equity firms and family offices.* Realize value as owners plan their business succession and transition. What are the options to exit? Platinum leads owners through transitions that work, with proactive transition guidance, resources and expertise.The firm offers experience in many industries, with a focus on manufacturing, distribution and services companies.My personal specialties include banking, finance, and wealth management.

• Business Development

  • 2016 - 2017



TCF Bank

• Banking
• 700 & Above Employee

• Vice President, Business Development Officer, TCF Bank

  • Mar 2012 - Nov 2015

  Developing new business relationships for the bank in commercial banking, asset based and cash flow lending, private banking, and commercial real estate. Developing new business relationships for the bank in commercial banking, asset based and cash flow lending, private banking, and commercial real estate.



Calhoun Technologies

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Sales Rep

  • Oct 2011 - Feb 2012

  Sold a broad range of computer parts and components to end users. Sold a broad range of computer parts and components to end users.



Solus Industries

• Sales Representative

  • Jan 2011 - Oct 2011

  Solus uses analytics to reduce and eliminate expenditures on the maintenance of brick and mortar for Fortune 500 companies and in the process extend the life span of their bricks & mortar. No other company in the world does what Solus does. Solus has 10 years of knowledge garnered from working with over 100 Fortune 1000 companies. Solus is also in the business of managing new construction projects for its clients. Solus uses analytics to reduce and eliminate expenditures on the maintenance of brick and mortar for Fortune 500 companies and in the process extend the life span of their bricks & mortar. No other company in the world does what Solus does. Solus has 10 years of knowledge garnered from working with over 100 Fortune 1000 companies. Solus is also in the business of managing new construction projects for its clients.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Jan 2005 - Oct 2009

  See below. See below.



2005-2009 Wells Fargo Private Client Services

• Vice President, Senior Private Banker

  • Jan 2005 - Oct 2009

  Developed (25 new million dollar relationships added) and serviced a portfolio of high net worth clients, coordinating delivery of banking, investment, trust, insurance, and estate planning services. Series 7 and 66 securities licensed and life/health insurance licensed. Creatively used life insurance to provide solutions to business owners for retirement savings, deferred compensation, and estate planning. Developed (25 new million dollar relationships added) and serviced a portfolio of high net worth clients, coordinating delivery of banking, investment, trust, insurance, and estate planning services. Series 7 and 66 securities licensed and life/health insurance licensed. Creatively used life insurance to provide solutions to business owners for retirement savings, deferred compensation, and estate planning.



M&I Bank

• Vice President, Corporate Banking

  • Mar 1999 - May 2004

  * Engaged in business development in the middle market utilizing cold calling, networking, and extensive development of referral sources. * 1200 companies contacted on a regular basis; averaged nearly 400 calls a year, 25 new credit or depository relationships established. * Called at the CEO and CFO level on companies ranging in size from $5 million to $2 billion. * Sold complete range of financial services for middle market businesses, including lines of credit, term loans, treasury management, international services, trust and employee benefit services.



Firstar Bank of Minnesota

• Vice President, Corporate Banking

  • Oct 1994 - Mar 1999

  * Engaged in developing a middle market relationship portfolio from scratch through cold calling and referrals. * 1500 companies contacted in four years, 600 in-person calls, fifteen new customer relationships established comprising $45 million in credit facilities. * Called at the CEO and CFO level on companies ranging in sales size from $10 MM to $2 billion. * Sold broad line of financial services for middle market businesses. * Earned top level incentive compensation.



Phoenix Home Life Insurance Company

• Registered Representative

  • Jul 1993 - Oct 1994

  NASD series 6 licensed * Successfully sold life insurance for (1) estate planning for clients with net worth of up to low eight figures and (2) succession planning for closely held businesses. * Utilized referrals and a broad network of Twin Cities executives and professionals to sell insurance and investment products to a wide spectrum of clients. NASD series 6 licensed * Successfully sold life insurance for (1) estate planning for clients with net worth of up to low eight figures and (2) succession planning for closely held businesses. * Utilized referrals and a broad network of Twin Cities executives and professionals to sell insurance and investment products to a wide spectrum of clients.



Norwest Bank

• Minneapolis, MN

• Vice President, Corporate Banking

  • May 1986 - May 1993

  1990 promoted to Senior Banker * Highly successful career in new business development and relationship management in both local and national markets. Twenty-seven new relationships obtained for the bank achieved through cold calling, referrals, and steady persistence. * As Senior Banker cross-sold, in teams with product specialists, a full range of financial services including long and short-term loans, cash management, international trade services, leasing, private debt placement, investments, employee benefits services, and interest rate protection products. Referrals to all corporate and private banking sales units. * Called at the CEO and CFO level on companies ranging in sales size from $10 million to $20 billion in the food and industrial products industries on some of the bank's highest profile clients. Consistently contributed $1,000,000+ to Corporate Bank earnings. * Several time repeat quarterly sales award winner and two-time annual sales trip/conference winner. Featured, as a top sales performer, on the cover of the 1987 Norwest Corporation Annual Report. Included in a regional newspaper and magazine ad campaign promoting industry specialization in corporate banking services. * Analyzed and presented to credit management the risks of the credit exposure associated with each account. * Documented the contractual agreement with the borrower and monitored ongoing performance and compliance.



Cargill, Incorporated

• Manager, Treasury Department

  • Jan 1974 - May 1986

  * Managed Cargill's short-term borrowing requirements, peaking at over $2 billion, averaging well over $1 billion. * Managed access to over $3 billion of facilities at 75 to 100 U.S. banks plus a commercial paper program that exceeded $1 billion in outstandings. * Developed and managed internal pricing of money to divisional users. * Acted as liaison for overseas subsidiaries access to debt; solicited non-recourse export finance for commodity exports; managed letter of credit issuance and negotiation.



St. Paul Leasing Company

• Analyst

  • Jan 1973 - Jan 1974

  Evaluated purchase of stream of lease revenues from selected fledgling computer peripherals manufacturers. Evaluated purchase of stream of lease revenues from selected fledgling computer peripherals manufacturers.