DEIRDRE A. STEVEN

Email: acthea@r.postjobfree.com • Phone: 972-***-****

**** ******* #***, ******, ***** 75206

http://www.linkedin.com/pub/deirdre-steven/10/447/405 PROFESSIONAL SUMMARY AND SKILLS

Over 16 years of financial experience working for a Fortune 500 company

Client portfolio encompassing many industries

Healthcare, Higher education, transportation, oil and gas, and multi/single family transactions

Team-oriented with strong leadership, presentation, and client relation skills

Excellent time management skills, training implementation, project coordination, and employee management EDUCATION

Masters of Business Administration

Executive MBA - The University of Texas at Dallas 2010 Bachelor of Science

Texas Christian University 1998

EXPERIENCE

Vice President

Amegy Bank, Plano, Texas August 2014 –June 2015

Officer for business development for new office located in Dallas/Ft. Worth area. . Responsibilities:

Develop strong customer relationships in order to generate high volume of prospective clients

Develop business proposals for new and existing customers

Maintain a knowledge repository of clients, referrals, RFPs, prospects and presentations

Manage customer calls and appointments effectively for new opportunities

Participate in industry forums, client discussions, and conferences as a representative of the organization

Determine cross-selling opportunities among different offices

Monitor and input data on Salesforce

Key Accomplishments:

Successfully won an out of state deal.State of Louisiana Bond deal over $200,000,000

Broke into Financial Advisor market and was able to have RFPs automatically sent for bids Vice President

The Bank of New York Mellon, Dallas, Texas May 2006 –August 2014 Manages client relationships for a diverse book of accounts, along with the trust associate assigned to work with the Vice President.

Responsibilities:

Set up of complex flow of funds through various accounts for clients by reading and understanding documents associated with each account

Monitor contractual obligations for clients and follow up to ensure legal compliance requirements

Active participation in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers, and other industry professionals

Support Sales Department through negotiation of new appointments, including RFPs

Coordination of services for portfolio of clients. Also work alongside legal department for any amendments to existing documents

Support executive management by participating and leading various project teams

Research and analyze inquires from Standard & Poor’s, Moody’s, Fitch, The Federal Reserve, Depository Trust Company

Day to day administration of the accounts

Oversee the workflow of the Trust Associate assigned to the Vice President

Mentor and provide professional guidance to assigned Trust Associate Key Accomplishments:

Nominated for Above and Beyond Award (award recognized by follow colleagues as top business performer)

Asked by upper management to train various off-site staff in JP Morgan merger, including Tulsa, Baton Rouge, and Dallas

Requested by senior management to be on several different companywide projects and be the subject matter expert on them for the Dallas office

Leader on two subcommittees within the Revenue Enhancement Committee for the central region of The Bank of New York Mellon

Trust Associate

The Bank of New York Mellon, Dallas, Texas February 1999 – May 2006 Supports the Senior Associate in the administration of a portfolio of accounts and reports directly to Vice President. Responsibilities:

Responsible for receipt and movement of funds within the client’s accounts

Calculates principal and interest payments due to bondholders

Monitors and follows up with client on outstanding compliance issues

Executes various trade clearances

Assists Vice President with closing documents for new bond issues Key Accomplishments:

Requested by upper management to relocate to Dallas office from Florida in US Trust acquisition and was instrumental in establishing the new office by participating on the acquisition team

Trained formed US Trust employees on The Bank of New York Mellon systems

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