Miller and Schroeder FinancialFirst Vice President / Institutional Loan Sales
Jan. 1990 - Dec. 2001Solana Beach, California► Hired, trained, evaluated, and coached team of 20 sales professionals tasked with marketing municipal and government securities, stocks, and mutual funds to investors.
► Pioneered sales of loan participations to financial institutions throughout the Western US.
► Educated multiple decision-makers including bank presidents and other senior leadership on loan participation program, options for structuring loans and regulatory compliance. ► Secured financing for hotels, office buildings, condominium complexes and casinos.
► Developed a new market selling loan participations to community banks (average transaction $2-$11M) resulting in a new loan department generating $10M in fees and sales commissions annually. ► Promoted and sold municipal bonds to high net worth investors advising on varied structures and risk involved in bond issues, winning their interest and trust, and closing sales up to $10M. ► Grew client base through targeted marketing and sales campaigns, lead identification and development - cultivating repeat and referral business. ► Executed 20-30 trades daily - achieving Top 5 sales producer firm wide.
► Achieved lifetime sales over $2B.
► Built enduring relationships with over 1,000 individual investors and 50 banking institutions.
► Grew one bond customer to $80M portfolio.