Manager Vice President
Resume:
Felipe E. Larcada
PO Box ******
Coral Gables, Fl 33114
Work experience
**** -
****-******* ******* ******** **** & Trust Ft.
Lauderdale, Fl
Client Advisor
Marketing customized financial solutions to meet the
individual needs of personal and corporate clients. I perform
market analysis in order to sell these products both onshore
and in Latin America. I manage client portfolios through an
in-depth understanding of the client and their needs, then
offering a comprehensive range of banking (deposits as well as
lending solutions), wealth management, trust and risk
management solutions.
2007-2009 Mercantile Bank Miami, Florida
Senior Vice President and Private Banking manager
Manager in charge of starting a Private Banking department in
South Florida (both domestic and international)
Have developed a calling plan and strategy to attract high net
worth clientele. There was no private banking function at the
bank when I arrived and we have been able to grow the
department to $35MM in deposits, $70MM in investments and
trusts and $25MM in loans within a 1 year period with no
branch platform to assist in this effort.
2002 - 2007 Regions Bank (formerly Union Planters Bank)
Miami, Florida
Executive Vice President (2005 - 2007)
Following the merger of Union Planters Bank and Regions Bank,
I was promoted to EVP in charge of all trust departments in
Florida (Miami, Ft. Lauderdale, Daytona Beach, Orlando, Tampa
and Bradenton) including the international trust business in
Latin America
Traveled extensively throughout all of Latin America
developing marketing plans and executing these plans
Managing staff of administrators, portfolio managers and
business development officers in Florida with total assets in
excess of $1 billion
Senior Vice President (2002 - 2004)
Manager in charge of the Union Planters Bank trust departments
in Miami and Ft. Lauderdale (both domestic and international
clients)
Managed staff of administrators, portfolio managers and
business development officers in the region calling on clients
in South Florida and Latin America.
1999 - 2002 Mellon Private Asset Management
Miami, Florida
Vice President & Portfolio Manager
Team manager of a group assisting clients in South Florida and
Latin America with banking and investment services.
Established calling program to attract new clients to the bank
both in Miami and in Latin America
Personally managed assets in excess of $225 million and grew
portfolio 25% annually
Implemented investment strategies for clients and assisted in
the estate planning process for these clients
1993 - 1999 Republic International Bank of New York
Miami, Florida
Vice President
International Private Banking Department in Miami
Managed both banking and trust relationships for international
clients from Latin America (primarily Panama, Guatemala and
Mexico) with assets totaling $150 million
Assisted clients with all their banking needs as well as
establishing their estate planning structures
Traveled extensively through out Latin America marketing and
selling to clients and prospects
Grew my portfolio an average of 30% per year
1982 - 1993 Northern Trust Bank of Florida
Miami, Florida
Assistant Vice President
Trust Administrator handling trusts, estates and guardianships
in the South Florida market
Managed portfolio of $100 million
Assisted in the sales process bringing over $10 million in new
accounts every year
198*******-**** Peat Marwick Mitchell & Co CPA
Senior Accountant
3 years assigned to the Santo Domingo, Dominican Republic
office and 1 year in the Miami, Florida office
Audit Department concentrating on banks, finance companies and
manufacturers
Education
Babson College Boston, Mass
1978 - Bachelor of Science in Business Administration
Majored in Accounting with a minor in Finance
Certified Public Accountant (CPA) since 1983
Fluent in both English and Spanish, some understanding of
Portuguese
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