Experience

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  Owner/Freelance

  • Orange County, California Area

  • Commercial Bank RM Sales Consultant

    • Jan 1990 - Present
    • Orange County, California Area

    I personally consult for RMs and others directly responsible for generating new business; i.e., loans, deposits, and fees. In real-live sales situations, I create deal-specific strategies similar to those that helped me become one of the most prolific new business producers in the SoCal mark...

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  Commercial Banking Consultant + Others

  • California & East Coast

  • Esteemed Client List

    • Jun 1990 - Jun 2007
    • California & East Coast

    Esteemed Client List (With Appropriate Notations):Bank Clients:WELLS FARGO BANK (Largest Bank Client--ranked by Total Assets)MELLON BANK (Pittsburg, PA)MARINE NATIONAL BANK (Longest tenure Client)SUMITOMO BANK (SoCal & NorCal)UPLAND BANKBANK OF WESTMINSTERBANK OF WHITTIER CLEAR LAKE NATIONAL...

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  Washington Mutual Commercial Banking

  • Southern California

  • Vice President

    • Feb 2000 - Oct 2004
    • Southern California

    My responsibilities included developing new middle-market banking relationships for companies located primarily in Southern California.In 2000, I joined five other top performing veteran commercial bankers to form the Costa Mesa, CA commercial banking office of WAMU. Over the next three+ years, o...

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  Wells Fargo Bank

  • Southern California

  • Sales Manager and Vice President

    • Feb 1988 - Apr 1999
    • Southern California

    My WELLS' career encompassed three (3) distinct assignments:My first task was to manage a 17-person BD team in SoCal, from Bakersfield to San Diego. Upon assuming the duties, we had achieved only 13% of our pro-rata, Y-T-D Goal. By introducing proven and tested sales tools and techniques, we...

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  Union Bank

  • Orange County, California Area

  • Vice President Of Business Development

    • Feb 1973 - Oct 1985
    • Orange County, California Area

    I am one of the original Union Bank Business Development Officers, having joined the bank in 1973 just as the first wave of 39 officers came onboard. I began my career as a Business Development Officer and was promoted to Vice President of Business Development and Senior Marketing Officer. Our el...