Summary Nine years of account management & sales
experience with emphasis in Treasury Management & Banking
Experience
Chicago, Il
Treasury Services Dedicated Service Director,
Assistant Vice President
Manage 40 large corporate treasury management
clients delivering $3.3 million of fee-based revenue
. Oversee account management between customers and Bank of
America's GPS stakeholders
. Cultivate existing portfolio to identify cross-sale and
service enhancement opportunities
. Manage global, strategic customer accounts to create
value, customer loyalty and stimulate growth
. Enhancing strategic account plans to achieve business
goals
2006-2007 ABN AMRO BANK
Chicago, Il
Treasury Services Consultant, Assistant Vice
President
Managed 40 corporate treasury management
clients producing $3.0 million of fee-based revenue
. Drove cross-sale business development through
cultivating portfolio for service enhancements
. Improved customer communication through management of
global relationships
. Coordinated account management between clients and ABN
AMRO stakeholders
. Led cross-functional team to identify fee-for-service
pricing strategy for Client Service Americas
2003-2006 Treasury Management Sales Advisor, Officer
Managed $10 million Large Corporate Asset-Based
Lending Portfolio
. Increased sales & revenue 15% year over year
. Drove new business development of treasury receivables
and payables solutions
. Led cross-functional and cross-geographic account teams
to develop existing and new business
. Developed and implemented strategic account plans to
achieve business goals
2000-2003 Treasury Management Senior Sales Associate
Supported $10 million Middle Market Healthcare &
General Manufacturing Portfolio
. Generated $500K of revenue year over year from cross-
sale identification to existing customers
. Coordinated activities for all customer account plans
based on business marketing strategies
. Oversaw product & service implementation ensuring proper
client on-boarding
ABN AMRO Activities & Recognition
. Appointed by ABN AMRO Global Leadership to Young
Bankers' Association for "future leadership potential"
representing less than 1% of employees worldwide.
. Young Bankers' Association (YBA): 2003 Membership
Committee Member, responsible for the identification and
recruitment of high potential candidates
. 2003 YBA International Conference Attendee: 1 of 20
employees selected to attend 3-day meeting in Amsterdam
with Global Leadership to discuss change management and
banking trends
. Treasury Management Education Program: Lending for Non-
Lenders, Consultative Selling and Consultative
Negotiations Sales Training by Richardson, Consultative
Sales Skills Training by Forum Group
Education
2003 ASSOCIATION FOR FINANCIAL PROFESSIONALS
Earned Certified Treasury Professional (CTP) Credential
2001-2002 DEPAUL UNIVERSITY
CHICAGO, IL
Financial and Managerial Accounting Course of Study
1996-2000 St. Norbert College
De Pere, Wi
Bachelor of Arts in Political Science; emphasis in
Economics and Communications
Member: Football 4-year varsity letterman, Office of
Admission Student Representative
Community and Personal Interests
. The American Epilepsy Outreach Foundation: Volunteer &
Sponsor
. Jobs for Youths: 2007 Honor Roll Sponsor
. The Second City: Graduate of The Second City
Conservatory (2005)
. Enjoys creative writing, sketch comedy, improv theatre,
golf and downhill skiing