Bio
Credentials
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Professional Selling Skills I & II
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Experience
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Assistant Vice President - Senior Relationship Manager
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United States
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Financial Services
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700 & Above Employee
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Assistant Vice President
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Jan 2024 - Present
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Senior Business Relationship Manager
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Feb 2021 - Jan 2024
Responsible for acquiring, deepening, and retaining relationships with small business & Private wealth clients. Directly manage and grow portfolio of the most complex and highest value consumer and small business clients. Deliver an exceptional customer experience through engagement in branch, digitally, and through collaboration with business partners.
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Citizens Bank
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United States
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Relationship Banker/Business Development & Client Success
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2019 - 2020
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United States
Drive Retail Revenues, Cross-Sell relationships between Citizens' Wealth & Lending team. Exceeded quarterly quota each quarter during Covid pandemic, - Achieved 200% of quarterly goal within first 30 days, - Created Regional Portfolio (Over 800 New Prospects) - Blend of Business, Consu...
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Mentor Capital Partners
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United States
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Business Development/Customer Success - Business Brokerage/Private Equity
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2015 - 2019
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United States
Middle Market Investment Banking - Sell Side/ Buy Side - Clinical Research, Medical Devices, ITIdentify Originate, Develop, and Cultivate all Business Brokerage Engagements, - Closed Clinical Research engagement first 14 days- Originated 2 buy-side engagements within 30 days of start, - Closed IT...
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Trudeau & Trudeau
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United States
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Deal Origination - Business Brokerage/Private Equity
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2011 - 2016
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United States
Middle Market Business Brokerage - - Medical Devices, Aerospace, Precision MachiningPresented/Educated the M&A Banking role to C-level management - Stewarded prospect and “influencer” relationships, Quadrupled Business Development opportunities within the first 6 months, Originated over 15 se...
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Innovation Capital Partners, LP
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Greater Boston Area
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Business Development/Customer Experience - Reverse Mergers
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2008 - 2011
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Greater Boston Area
Reverse Mergers & TakeoversResponsible for identifying, qualifying and developing all prospective revenue opportunities, Educate & explain Reverse Merger/Reverse Takeovers, PIPE financing, and public shell acquisition process, Originated 9 Reverse Takeover engagements: 30 Appointments/Month
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Trudeau & Trudeau Associates
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Greater Boston Area
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Business Development Officer - Boutique IBanking/Private Equity
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2006 - 2008
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Greater Boston Area
Middle Market Business Brokerage - - Contract Manufacturing Plastics & AerospaceOriginated 6 one-off sell side engagements/fee agreements within the first 12 months, Territory increased after nine months to global scope., Published marketing and client resource materials
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AlliedBarton Security Services
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Northeastern United States
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Business Development Manager
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2005 - 2006
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Northeastern United States
New Business Development & Client Retention
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US Security
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Greater Boston Area
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Regional Director & Business Development Manager
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2000 - 2005
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Greater Boston Area
Sales & Business Development
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Education
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Eastern Connecticut State University
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University of Connecticut
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University of Connecticut
Suggested Services
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Industry Focus. “Financial Services”
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