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Yyyyyy x. yyyyyy

#10 Washington Terr. St. Louis, XXXXXX xxxxxx xxx-xxx-xxxx


Executive Profile


Confident and focused banking and investment industry executive with over 20 years of dynamic experience. Dexxxxxxnstrated innate ability to lead and guide others to achieve or surpass organizational strategic initiatives to drive positive results. Thrive in fast-paced, time-sensitive environments that call for time management and superb organizational acumen. Drive positive cross-functional and stakeholder relations to uphold achievement of set goals. Seeking a change-oriented role with an innovative organization that will allow for ongoing professional development and delivery of impactful performance.


Career Highlights


         Tenaciously renegotiated credit standings with lenders to gain xxxxxxre favorable terms which led to better asset performance (Larson)

         Skillfully enacted a strong, decisive culture of compliance company-wide (Larson)

         Produced xxxxxxre recurring fee income in 12 xxxxxxnths than had been achieved in the previous 10 years combined; accounted for approximately $2.5M in recurring fees over the course of nine xxxxxxnths (Fifth Third Bank)

         Increased family relationships over a year s time, an improvement from the previous 10 years combined (Fifth Third Bank)

         Worked diligently in October 2011 to purchase a previously-underperforming home improvement franchise in Florida and returned it to profitability in 120 days (Metro Corral)

         Created, set forth and managed an $80K xxxxxxnthly marketing campaign used to revitalize a segment of underperforming business (Metro Corral)

         Exceeded revenue goals including investment management for entire tenure at U.S. Trust; also surpassed the derivative revenue and loan revenue goals for entire time with the company as well

         Efficaciously co-founded the Sports and Entertainment Advisory Group for U.S. Trust and Merrill Lynch

         Named as the second best producer in region during first full year with U.S. Bank and garnered Pacesetter Award twice in two years

         Secured status as a member of the Recognition Club for each year as a Financial Advisor with Merrill Lynch


Professional History



Larson Capital Management

Director, 2014-Present

         Create and introduce viable capital raising strategies; quintupled assets in less than one year thus far

         Designed and currently utilize a highly effective quarterly investor statement process; also played a key role in commencing a current process used to manage risk and compliance across platforms

         Redesigned and presently call on a sound business unit structure to align goals with personnel to rexxxxxxve conflict

         Broker all acquisitions for multi-user commercial properties within the office market using proven negotiation methods

         Strategically negotiate leases with national credit and local tenants to improve asset performance levels

         Also negotiate loan terms with banks, the CDO marketplace, private finance entities and insurance companies on recourse and non-recourse bases


Fifth Third Bank

Wealth Management Advisor, Group Leader, 2014

         Revitalized the Private Banking team from a long-term, unswerving non-performer into an energized, profit-generating team in under a year

         Liaised with executive leadership personnel to design, construct, and deliver vital strategies to boost business results

         Collectively recruited to establish a positive culture within the Investment Advisory/Private Banking team

         Established lasting, trust-based partnerships with commercial and investment bankers to identify opportunities where Private Banking, Investment Advisory and Wealth Planning services added value to their respective relationships

         Founded and sustained key niches with closely-held entrepreneurs and companies with a vested interest in ESOP transactions

         Delivered multifaceted wealth planning advisory services to over 20 ultra-high-net-worth families fielding intricate issues including wealth transfer, business ownership, liquidity and specialty asset financing


Yyyyyy x. yyyyyy



411 Investments, LLC

President and CEO, 2011-2013

         Served dedicatedly as the Chief Principal and Founder of a private investment firm that focused on connecting high-net-worth investors with small business opportunities

         Offered advisement regarding capital raise for a $160M Florida hotel development, as well as for the restructure of an internet commerce company

         Also guided selected clients on capital raise best practices for opening a specialty sporting goods retailer

         Streamlined efforts across both the sales and management teams to implement a training program that generated a 250% increase in sales over the course of approximately three xxxxxxnths

         Holistically updated the shipping, receiving and fulfillment processes, which brought about an eight-day decrease in average fulfillment times and brought about a notable jump in customer satisfaction levels


U.S. Trust Bank of America Private Wealth Management

Senior Vice President, Private Client Advisor, 2006-2011

         Managed a seven-person team that worked collaboratively to deliver a full range of wealth management solutions to clientele, each with a net worth above $5M

         Fostered a work environment in which each member felt emboldened to drive decisions and drive accountability tem-wide

         Enriched team performance from being the lowest producers in the market to the highest over 18 xxxxxxnths time

         Ranked as a Top 10 Private Client Advisor company-wide in 2008 and 2010; also ranked in the Top 30 firm-wide in 2009

         Selected to participate in the Stanford Investment Thought Leadership Program in 2008

         Named the largest xxxxxxrtgage producer by revenue across the organization in 2008 and was in the Top 10 for 2009

         Added over of 100 net new clients in 2008, which exceeded the new client generation goal; also topped the new trust and investment management client goal each year during entire tenure

         Increased legacy book revenues by xxxxxxre than double the team goal, achieved zero loan write offs in entire career and surpassed the Trust Net Asset Flows goal each year

         Discovered new niche opportunities in the sports and entertainment fields, as well as with entrepreneurs and their respective families as they aimed to procure or sell privately-held business entities

         Financed special investments, e.g. Timber, Natural Gas, etc. and assets, e.g. Private Jets and Mega Yachts, axxxxxxng others


Earlier Roles


Vice President-Wealth Management, U.S. Bank Private Client Group, 2003-2006

Senior Financial Advisor, Merrill Lynch, 1995-2003




Bachelor of Science, Finance with Minor in Spanish, University of Illinois at Urbana Champaign


Professional Credentials


Series 7 General Securities License | Series 63 Uniform Securities License

Series 65 Registered Investment Advisor License | Life, Health, Disability, and Long Term Care Insurance Licenses

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