Martin Fay

Relationship Manager, Vice President at Key Private Bank at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Skills

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Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Relationship Manager, Vice President at Key Private Bank
      • Dec 2020 - Present

      Cleveland, Ohio, United States

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President Private Banking
      • Oct 2016 - Dec 2020

      Pepper Pike Oh.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP Wealth Management Banking
      • Apr 2011 - Aug 2016

      Northeast Ohio and Western Pennsylvania Series 7 and Series 63

  • Fifth Third Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sr. MLO
      • Oct 2009 - Apr 2011

      Cleveland/Akron, Ohio Area

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Chesapeake Bay Regional Lending Director
      • Oct 2005 - May 2007

      • Generated $180 Million in new transactions by acquiring and retaining High Net Worth client accounts with $3mm or more in assets. • Achieved Sales Plan at 103% or $65M for 1st Mortgages and $164% or $95M for Securities Backed Transactions and Lines of Credit. • Integrated Legg Mason division into the Smith Barney/Citibank Lending Platform. • Recognized opportunities to cross-sell other products. • Demonstrated the ability to recognize opportunities to sell additional services for… Show more • Generated $180 Million in new transactions by acquiring and retaining High Net Worth client accounts with $3mm or more in assets. • Achieved Sales Plan at 103% or $65M for 1st Mortgages and $164% or $95M for Securities Backed Transactions and Lines of Credit. • Integrated Legg Mason division into the Smith Barney/Citibank Lending Platform. • Recognized opportunities to cross-sell other products. • Demonstrated the ability to recognize opportunities to sell additional services for many existing customers while maintaining or increasing their portfolio balance. Show less

  • CitiGroup Citimortgage
    • Regional Lending Specialist
      • 2005 - 2007

      Great Lakes Region

  • Continental Mortgage
    • VP
      • 1994 - 2001

Education

  • The Ohio State University
    Accounting/Finance
    1982 - 1985

Community

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