Engages CEOs and CFOs in strategic discussions highlighting an understanding of their industry and specific needs, to include advising on M&A and integration activities. Ability to lead individuals and teams to the accomplishment of desired goals. Proven skills in sales, sales process, execution, coaching, as well as development and engagement of employees, both within the team and product partners. Understanding of corporate finance, credit process, capital structure and financing options, and the ability to accurately articulate these concepts with senior executives within client and target companies. Discussions include: operating lines, term facilities, acquisition financing, and appropriate introduction to banking teams. Well established business development, negotiation and problem solving skills. Networking strategies to regional leaders and centers of influence.

Coordination with product partners in the areas of treasury services, senior debt, wealth management, asset based financing, investment management, 401K and derivatives, providing a broad and deep coverage of the market needs of clients, enhanced client revenue, and ability to sustain and enhance long-term relationships.

Strategic Evaluation
Mergers and Acquisition
Post-merger Integration
Chairmanship
Boardmanship
Strategic Leadership
Sales process, execution, coaching, and team building
Corporate finance, credit process, capital structure and financing options
Operating lines, term facilities, acquisition financing,
Business development, negotiation and problem solving skills.
Networking strategies with regional leaders and centers of influence. Achievement of goals and new business acquisition