Sales Management

GEOFFREY R. KIMMEL

* ****** ***

Lawrenceville, NJ 08648

Cell - 609-***-****

*******@*******.***

SUMMARY

Senior sales, treasury, cash and financial management executive with

extensive experience in financial services and insurance industries.

Exceptional expertise in consultative relationship sales management,

financial services business development, treasury management operations,

client service, product management, pricing and profitability. Strong

management, administrative, marketing, treasury and analytical skills.

Innovative, creative leader with a proven track record of improving P&L and

balance sheet management.

EXPERIENCE

MTM ADVISORS, LLC - North Wales, PA

2008-2010

Managing Partner - 2008-2010

Co-founded and direct a financial services entity providing credit

education, insurance, investment and mortgage and loan qualification

services to individuals.

. Established and expanded strategic partner alliances as a source of

new business referrals.

. Developed and implemented operating procedures, regulatory compliance

and legal aspects of services provided.

. Enhanced use of technology by identifying system and process

improvements with third party vendors.

. Identified and developed complimentary product offerings for

implementation in early 2010.

BANK OF AMERICA / COUNTRYWIDE BANK, FSB - New York, NY

2007- 2008

Vice President, Relationship Manager - 2007 - 2008

Managed a prospecting territory to attract business and deposits from

independent Title Insurance Companies.

. Identified, researched and qualified prospective clients; conducted

calling programs necessary to secure operating business and

associated deposit account balances with strong sales commits.

. Provided ongoing relationship management support for all active

clients; 100% client retention.

. Improved client satisfaction by managing product implementation and

on-site training.

. Increased successful prospect identification by designing an

enhancement to the corporate Data Mart.

PNC BANK / MIDLANTIC BANK - East Brunswick, NJ and Philadelphia, PA

1994 - 2007

Senior Vice President - 1997 - 2007

Business development assignments for large corporate, insurance and telecom

industry client relationships. Senior Consulting Sales resource on larger

strategic, sensitive business transactions.

. Exceeded sales goals by closing 401K, credit, leasing and treasury

management operating business.

. Increased annual revenue generated from assigned portfolio by 550%.

. Prospected and closed at least one new, significant operating

relationship per year.

. Managed three large clients into and then out of Chapter 11 status

with no operating exposure or loss.

Senior Vice President - 1994 - 1997

Directed an 82 person Eastern Division professional sales, client service

and implementations group; staff in 9 regional offices. Area generated

$110M in annual revenues marketing bank services to Small Business and

Middle Market clients and prospects.

. Improved vendor relationships with Cash Vault, Lockbox, Electronic and

Information services providers.

. Strengthened sales, service and operations cohesiveness and improved

sales results by founding and Chairing Cash Management and Trade

Services Councils.

. Facilitated PNC Bank's acquisition of Midlantic Bank by serving as

Midlantic Bank's Integration Manager for all Treasury Management and

International business; existing book of business was migrated without

loss of client support or revenue.

. Provided local training, orientation, customer retention and

transition support; successfully bid on and won three major strategic

DC client relationships during the acquisition of Riggs Bank.

GEOFFREY R. KIMMEL

Page 2

FIRST INTERSTATE BANK, NA - Los Angeles, CA and New York, NY

1987 - 1994

Senior Vice President - 1990 - 1994

Directed a 19 person US professional sales and service group; staff in

Chicago, Los Angeles and New York. P&L responsibility for $28.8M of total

Bank cash management revenue and $695M of department account deposits.

. Member Senior Management committees directing the general management

and strategic direction of treasury business across all affiliate

banks.

. Sustained client relationships with select Fortune 500 companies

through creative account management strategies and unique product

applications.

. Produced $50.0 million balance sheet benefit by implementing Cash

Management Netting Agreements.

. Improved effectiveness of sales proposals by developing new business

proposal content and format.

Vice President - 1987 - 1990

Created and directed a 12 person Los Angeles and San Francisco based cash

and credit management sales and service team through recruitment,

replacement and development of highly effective personnel. P&L

responsibility for $22.7M of Bank cash management revenue and $870M of

department account deposits.

. Developed and implemented products that reduced float and Federal

Funds purchased assets by $600 million to improve capital ratios.

. Generated $750,000 in new revenue from third party services sold

through correspondent bank clients.

. Managed credit portfolio of $300 million with no loan losses; lending

authority of $10 million.

METRO NATIONAL BANK OF DENVER, NA - Denver, CO

1984 - 1987

Senior Vice President, CFO, Board of Directors and EVP, Board of Directors

of Metro Insurance Company

Responsibility for all financial, administrative, operating, and facilities

functions with a staff of 120. Member Board of Directors, Board Secretary

and member of 7 Board Committees.

. Negotiated $40M Fed Funds and $25M FDIC liquidity lines of credit;

managed $50M investment portfolio.

. Designed and prepared external regulatory reporting; directed

preparation of budgets, capital plans and external financial reports.

. Reduced operating overhead by 15% by outsourcing payroll and internal

audit, automating loan origination and restructuring employee benefit

and retirement programs.

. Improved MIS and reduced cost by replacing Data Processing, MIS and

Asset:Liability systems.

FIRST NATIONAL BANK OF DENVER/FIRST INTERSTATE BANK OF DENVER

1981 - 1984

Vice President, Manager Non Credit Services. Oversaw all cash management

sales, service and support activities and product managers responsible for

electronic and disbursement products. Improved sales volume by 20 times

through staff expansion, training and new product introduction. Maintained

a personal client portfolio of high value clients. Appointed to a select

Committee overseeing redesign of the City of Denver cash management

systems. Recognized in Automatic Data Processing's (ADP) Annual Report for

business growth and product design.

COLONIAL PENN INSURANCE COMPANY - Philadelphia, PA

1978-1981

Director - Administration & Disbursements. Responsible for all company

cash utilization, internal controls, financial and actuarial reporting.

Consolidated 100 active disbursement accounts into 10. Automated check

production and mailing. Member of Cash Forecasting and Short Term

Investment Committees. Promoted from Director, Claims Administration

managing staff of 250 with responsibility for all administrative support

activities.

PENN MUTUAL LIFE INSURANCE COMPANY - Philadelphia, PA

1972-1978

Senior Service Manager. Managed two Pension Plan Administration Divisions.

McKinley Overhead Value Analysis Unit Manger achieving 33% direct expense

reduction. Developed and implemented pre-authorized debit policy loan

repayment product. Sirrota Attitude Survey group manager. Reorganized

workflow of multiple departments. Developed risk management skills as a

Life Underwriter. Managed Records Retention and Control Department.

Authored marketing literature and brochures. Completed Office Management

Systems and Management Information Systems project assignments.

EDUCATION

MBA - Executive Management - Drexel University, Philadelphia, PA

BS Business Administration - Management and Industrial Relations - Drexel

University, Philadelphia, PA

GEOFFREY R. KIMMEL

KEY WORDS

banks, banking, customer service, client retention, financial institutions,

project-management, profitability, presentation, strategy, revenue,

shareholder relations, re-engineering, investments, disbursements,

information services, wire transfer, bank liaison, bank relationships,

liquidity, cash management, cash position, budgets, financial reporting,

regulatory compliance, business continuity, vendor management,

asset:liability, funding, liquidity, credit, credit facilities, management

reporting, analysis, operations management, Human Resources, IT, Legal,

accounting, finance, sales management, revenue enhancement, consulting,

consultant, financial services, segmentation, segment, revenue, trusted-

advisor, consultative, business continuity, Sales Force, CRM, Seibel,

leadership, creativity, strategic, planning, account executive, finance,

software, market research, general manager, insurance, operations,

outsourcing, cost benefit, value proposition, sales engineer, leader,

innovator, operating risk, business development, sales manager, Leads 360,

pricing

Contact this candidate