Jerson Suarez Sr * CONFIDENTIAL

Jerson Suarez Sr

NJ/NYC Metro Area

201-***-****

“Jerson’s combination of active listening to issues or needs, combined with his understanding of solutions and stakeholders makes him an effective problem solver and solid business partner.” Lawrence Hirsh - Assistant Treasurer, The AES Corporation

“With a lot of respect and fondness, I think back on the relationship with Jerson. Jerson has shown a high degree of integrity, is open and honest and is a very energized and strong networker. He is not afraid to challenge the status quo, whilst maintaining a good relationship.” Huib van den Durpel - Sr. Manager Global Procurement, SABIC

“Since working with Jerson for almost 8 years, I know him as an energetic and goal- oriented person. He quickly understands his client’s needs and tailors his approach and products appropriately. He truly is a client advocate, and provided the highest level of support among all our bank relationships.” Ryan Sullivan – Director, NRG Energy

“Jerson’s ability to directly relate to client needs coupled with his critical thinking abilities make him an ideal business partner. Jerson’s approach to problem solving and his high level of client dedication make him a valued relationship and a critical member of any team.” Aida P. Stoma, American Bureau of Shipping

"When Jerson became our Global Client Manager, he was able to establish a close relationship within just a few months where it would have taken others much longer. Because of his excellent communication skills, customer focus and result driven approach he quickly became one of the key people we would contact to discuss new business opportunities." Eric Vastenhoud - Treasury Manager EAME, IFF

“Jerson has built trust consistently across his customer portfolio. His clients have depended on Jerson to deliver on both new ideas and best practices, to tirelessly driving the organization, from a Client Experience perspective, to deliver on expectations. Jerson’s approach with his clients, leveraging his knowledge of the customer at a detailed level combined with consistently delivering against his strategy/account plan makes him one of the top Sales people.” Citi Management

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Jerson’s 20 years of experience

1. Experienced/Knowledge on Financial Instruments & Corporate Finance areas:

• Cash Management: Liquidity, Investments, Payments, Receivables

• Commercial Cards: T&E, B2B

• Trade Service: LCs, Guarantees

• WC Solutions: Supply Chain Finance, A/R Finance

• Bank Revolvers

• Asset back lending (ABL), Reserve base lending (RBL)

• High Yield (Bonds/Loans)

• Commercial Paper

• Commodity Financing

• Project Finance

• Agency & Trust, Securities Lending, Custody

• KYC/AML, Risk

• Capital Markets: trader, sales, risk (fx, equities, bonds) 2. Transaction Banking background

• Banking: Transaction Banker for Fortune 250 companies

• Banking: Generated/lead over $100,000,000 worth of new business in 9 years

• End-to-end understanding of the sales, account management: origination, cross-selling - B2B, B2C treasury roles

• Relationship Management/Consultant: Experience in end-to-end Treasury role 3. Fully understand RFP process across cash mgnt, trade, cards 4. Experience managing relationships with Fortune 100/1,000/5,000, small businesses, non-for-profits, start-ups and consulting entrepreneurs:

• CEOs, CFO, Treasury, Controller, Business Development, Project Finance

• Procurement, Supply Chain, Strategic Sourcing, Accounting, Risk, HR, Sales, Marketing 5. Experience on Business Technology

• ERP: SAP, Oracle, Microsoft Dynamics

• TWSs: SunGard, IT2, Wall Street, G Treasury, Kyriba,

• TMSs: Descarte

• CRM: Siebel, Salesforce

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Experience

Citi - Global Relationship Manager – ICG: Treasury Trade Solutions New York, NY July 2008 – Nov 2016

Managed Business Development Strategies for a Portfolio of Fortune 500 Clients 1. Executed on client business development, relationship management and sales strategies

• Managed banking B2B relationships with corporate decision makers firm wide (Corporate Heads of: Treasury, Procurement, A/P, A/R, SSC, Supply Chain, Customer Service, IT and other functions) Lead end-to-end efforts: business development, go to market, origination, revenue growth, attrition management strategies for my portfolio: for personal portfolio accomplishments: see pages 3 thru 7 for details for 2008’ thru 2016’

• Managed relationship strategies across different types of Clients: mature, new relationships and

“work-out” names

• Lead creation and execution of sub-sector specific sales strategies i.e. utilities, renewables, IPPs

• Personal accountability firm-wide for: global, regional and local execution 2. Lead/Partnered internally, firm-wide, on client development, service, ops strategies & execution

• Lead/Partnered discussions with: Sales, Account Management, Proposal Team, Implementations, Service, Risk, Legal, Ops, Compliance, Marketing, Product Mgmt., Innovation Labs, Consulting

• Lead efforts with internal Partners to ensure alignment and drive execution and coordination on all client related aspects

• Lead global account planning including annual wallet sizing and budgeting for my portfolio 3. Active engagement in execution of thought leadership and commercializing of new products

• Partnered in creation and execution of market knowledge, thought leadership, best practice related to treasury and trade finance - Client related topics: i.e. Working Capital, technology and systems, policy and governance via webinars, paper content, roundtables

• Actively contributed to commercialization of products and services with product partners and gauge client/market feedback of new capabilities and solutions including: Solutioning, pilots, product launches

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2016’ accomplishments

Position: Citi Global Relationship Manager

1. Areas of focus thru 2016’:

• Focused on driving value via developing new relationships in newly identified target markets i.e. renewables, IPPs and oil & gas

• Developed and executed on go to market strategy to support subsector strategies which resulted in pipeline creation, wins and revenue realization and marketing content for Power sector

• Continued to act as a trusted advisor to “key” mature relationships by delivering best practice advice

• Proactively managed reputational, regulatory and compliance risks while executing on growth strategies

2. Client revenue growth examples with exponential growth:

• Client #18 - revenue growth of 40%+ YOY - driven by deepening the relationship and successful in take-aways from our competitors

• Client #17 - revenue growth of 18%+ YOY - driven by a personal dedicated effort growing the relationship globally via 20+ new markets - i.e. Europe, Eastern Europe & Africa

• Client #26 - revenue growth of 35%+ YOY - driven by identifying and cross-selling

• Client #11 - revenue growth of 76%+ YOY - driven by successfully executing on multiple mandates 3. Pipeline increased by 32% to $20MM+:

• Focused on new incoming Clients to my portfolio i.e. renewables & chemicals

• Focused on pipeline generation across numerous buying centers across Client’s: #24, #23, #22, #26,

#27, #28, #29 (supply chain, procurement, treasury, finance) 4. Wins for my portfolio were $8MM: Key “Wins”:

• Client #17 - $1MM

• Client #25 - $600M

• Client #24 - $1MM – CEEMEA

• Client #22 - $900M - multi products across different buy-in centers

• Client #19 - $800M - multi-products

• Client #11 - $600M -US

5. Revenue realization increased and is evident in the growth of my portfolio and indirectly supported by focus on revenue attrition and commitment to manage re-bids for the portfolio:

• Client #19 - re-pricing

• Client #19 - managed attrition

• Client #16 - managed attrition

• Client #15 - managed attrition & achieved final rounds of LATAM RFP

• Client #20 - managed attrition

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2015’ accomplishments

Position: Citi Global Relationship Manager

1. Areas of focus thru 2015’:

• Focused on driving value via developing new relationships in newly identified target markets i.e. utilities, IPPs and chemicals

• Developed and executed on go to market strategy for sub-sectors with key penetration in IPP and oil and gas sub-sectors

• Focused on IPP ecosystem and flows for c2B, B2b and B2B flows

• Continued to act as a trusted advisor to “key” relationships by delivering superior, honest advice, products and services and leveraging capabilities that contribute to their goals 2. Revenue for my portfolio grew by 200% more the than broader Sales Team 2015’ targets and 190% more than my personal year revenue goal:

• Client #10 - revenue grew 40%+ YOY - driven by ramp-up, cross-sell and new relationships with new buy-in centers

• Client #17 - +15% YOY - driven by new products and 7 new markets i.e. Africa

• Client #18 - revenue grew 35%+ - driven by cross-sell mandate

• Client #24 - revenue growth of 32%+ YOY - driven by new relationships in LATAM, EMEA and Asia 3. Pipeline grew by 67%: 9.5 TIMES more than GOAL

• Focus on establishing new new relationships with underpenetrated names as well a newly identified names now part of target market

• 9.5 times growth is a result on identifying new buying centers followed by execution – leveraged cross-selling strategies

4. Wins up 200% to $9.7MM VS $3.2mm in 2014':

• Client #10 - $3MM - US take-away from competitors

• Client #17 - $500M - cross-sell of new products

• Client #23 - $500M - EMEA new business/new client

• Client #22 - $250M - new business/new client

• Client #18 - $1MM - cross-sell

• Client #15 - $550M - new business identified and won via 2014’ attrition management 5. Team lead for sales initiative

• Team lead all sectors with $8MM in wins

• Collaborated with professional sales partners on go to market strategy Jerson Suarez Sr 6 CONFIDENTIAL

2014’ Accomplishments

Position: Citi Global Relationship Manager

1. Areas of focus thru 2014’:

• Focused on driving value via developing new relationships in newly identified target markets i.e. utilities

• Developed and executed on go to market strategy to support subsector strategies which resulted in pipeline creation, wins and revenue realization and marketing content for utilities sector

• Continued to act as a trusted advisor to “key” mature relationships by delivering best practice advice

• Proactively managed reputational, regulatory and compliance risks while executing on growth strategies

2. Revenue for my portfolio at 7% ahead of my 6.5% growth plan:

• Client #10 - revenue grew by 222%+ YOY - driven by strategic partnerships on a “re-invigorated” relationship

• Client # 17 - revenue grew by 29%+ YOY - driven largely by becoming “trusted advisor” status with newly appointed SVP & Treasurer

• Client #21 - revenue grew by 45%+ - driven by dedicated call to HQ

• Client #1 - revenue grew by 25%+ YOY – driven by ramp-up on 2013 wins 3. Pipeline doubled from $11MM to $22MM +

• Focused on developing go to market strategy for utility sector which resulted in driving pipeline penetration in utilities sector

• Continued to cross-sell mature relationships with a few “catalyst” resulting in new opportunities 4. Wins for my portfolio were $4.8MM:

• Client #10 - $1.5MM - take-away from competitors

• Client #10 - $300M - mandate after M&A

• Client #10 - $700M - mandate after new business line created

• Client #10 - $120M - take-away from competitors

• Client #19 - $1MM - re-bid

• Client #11 - $600M - RFP mandate - new business/new client 5. Revenue attrition management: personal commitment to manage re-bids and attrition on my portfolio:

• Client #19 - RFP rebid

• Client #19 - RFP rebid

• Client #21 - Managed attrition

• Client #15 - Managed re-bid (identified incremental opportunity)

• Client #20 - Managed RFP loss attrition

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2013’ Accomplishments

Position: Citi Global Relationship Manager

1. My portfolio's revenue grew by 11% (broader global team grew by 5%). Focused calling efforts resulted in revenue growth:

• Client #20 - revenue grew by 50%+ YOY - gained “trusted advisor’ status with global decision maker

• Client #19 - revenue grew by 7%+ YOY - driven by cross-selling across numerous products

• Client #5 - revenue grew by 123%+ YOY - new business/new client

• Client #6 - revenue grew by 146%+ - new business/new client

• Client #7 - revenue grew by 73%+ YOY- new business/new client

• Client #18 - revenue grew by 232%+ YOY - ramp-up of mandate

• Client #11 - revenue grew by 65%+ YOY - new business for “problematic”

• Client #17 - revenue grew by 14%+ YOY - mandated 5 new markets this year globally

• Client #16 - revenue grew by 34%+ YOY - driven by cross-selling and ramp-up

• Client #15 - Continued to develop the relationship with HQ (Treasury, Supply Chain, Procurement) 2. Wins of 6%+ YOY) - $3.9MM:

• Client #8 – RFP/Structured finance mandate

• Client #10 – New business $1MM WIN (actualized over $3.5MM IN ANNUAL REVENUE)

• Client #14 - New business/new client $4MM WIN (client was demarcated 6 months later) 2012' Accomplishments

Position: Citi Global Relationship Manager

1. Revenue in my portfolio grew at 9% YOY (ahead of broader team plan of 2%) 2. Lead coordination with internal partners on sub-sector strategy for my portfolio to identify, solution, and innovate specific to the EPC space thru 2012:

• Electronic receivables – Partnered to crystallize Citi's Power value proposition to the Utility space

• Bills discounting – worked closely with product management on pilot for new capability for Client #9 which resulted in bringing to market a scalable solution with exponential revenue realization 3. Attrition Management

• Market conditions resulted in Client #10 moving business to competitor.

• leveraging strong relationship with Client decision makers, Client #10 agreed to maintain some business and continue discussions on new opportunities 4. Wins for my portfolio were12% up YOY

5. Pipeline grew by 11% - pipeline growth expected thru 2013' as we have great momentum from 2012’: 6. Worked closely with banking partners on: profitability analysis and to subsector strategies Jerson Suarez Sr 8 CONFIDENTIAL

2010’ & 2011’ Accomplishments

Position: Citi Associate in relationship management team 1. Focused on client facing responsibilities via managing a portfolio and managing sector business management responsibilities:

• Client #1 - executed on pipeline creation and retention strategies (Global Coverage)

• Client #2 - (Global Coverage) - $250M+ mandate)

• Client #3 - (Global coverage) - $500M+ win

• Client #4 - (NA Coverage) - $500M+ re-bid mandate

• Client #5 - (NA Coverage) - multi-product wins – Underpenetrated name

• Client #6 - (NA Coverage) - multi-product wins – Underpenetrated name

• Client #7 - (NA Coverage) - multi-product mandates – Underpenetrated name

• Client #8 - (NA Coverage) – RFP Mandate, worked towards “trusted advisor” status 2. Other 2010’ & 2011’ accomplishments:

• Supporting Relationship Management Banker to Top EPC clients i.e. pipeline deals, relationship reviews, pricing reviews:

o i.e. DuPont, ExxonMobil, Schlumberger, Monsanto, Shell, Halliburton, Dow Chemical, etc.

• Business Management responsibilities for NA EPC CSM Team: o Revenue analysis: Growth, Attrition

o Pipeline Sector reporting: Wins, Losses

2008’ - 2009’ accomplishments

Position: Citi Analyst on EPC relationship management team: 1. Supported senior relationship managers within Energy, Power & Chemicals Sector & managed my 1st client

• Client #1 - Assigned as global Relationship Manager for Fortune 500 Chemicals name - Nurture banking relationship with Global Decision Makers

• Sales accomplishment: Asia mandate for Client #1 - New business - Key decision makers: Treasurer and International Treasurer

• Supported top EPC clients i.e. relationship reviews, pricing review Fortune 500 Energy, Power, Chemical names. Team member on 2 major RFPs

2. Lead business management efforts for Energy, Power & Chemicals Sector

• Business Management responsibilities: EPC Revenue analysis: Growth, Attrition and Pipeline Jerson Suarez Sr 9 CONFIDENTIAL

Other Experience:

Ice Broker Tampa, FL

April 2002 – August 2003

Position: Owner

1. In over 18 months, won and serviced over 50 contracts totaling over $275,000 in Sales with 60+% margins

2. Lead all Sales and Operations efforts

3. Notable sporting events serviced:

• Miami Grand Prix Race

• Ultra Music Festival - Miami

• Honda PGA Classic Golf Tournament - West Palm Beach

• AVP Ft Lauderdale Volleyball Tournament

• Fort Myers Senior PGA Tour Tournament

• Panama City Summer Festival

• Bob Marley Miami Fest

FX - Currency Trader Newport Beach, CA

April 1999 – January 2002

Position: Trader

1. Speculated on G10 currencies - EUR, JPY, GBP, AUD, Kiwi,

• Traded OTC: spot and options markets

• Traded short/long – put/call positions

• Leveraged fundamental and technical analysis

• Managed between $5MM - $100MM in open positions for my portfolio in FX markets Franchise Restaurant Owner Blimpie Sub Shops Tampa, FL July 1998 – June 2000

Position: Franchisee Owner

1. Owned and managed franchise restaurants

• Directly managed team of employees (15-20)

• Managed all sales, operations and marketing responsibilities

• Managed all cash flow and accounting responsibilities

• Sales grew by 40% YOY in first 12 months

• Earned $100,000+ first year (at 18 years old)

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Education

Rutgers University GPA 3.51

September 2006 - May 2008

• B.A. - Economics Major

• Dean’s List Honoree

• Recipient of Hispanic Scholarship Fund scholarship: $10,000 scholarship – 1 of 10 nationally selected recipients

• Recipient ALPFA Scholarship $5,000 - Association of Latino Professionals in Finance and Accounting Bergen Community College GPA 3.62

September 2004- May 2006

• A.A.S. in economics

• Named National Honor Society Member in 2005’

• National Dean’s List Honoree

• United Nations school representative for symposium on globalization High School - interesting facts

• Languages studied: German (3 yrs.), French (2 yrs.), Italian (2yrs), Japanese (1 yr.)

• Favorite science class: Physics Honors

• Soccer Team - Hillsborough All County honorable mention 1996’ Training

• Numerous Client management/Sales seminars/training i.e. “Clients for Life” by Andrew Sobel

• AFP Annual Convention Participant (5 years) - Association of Finance Professionals

• Corporate finance: training in Supply chain, Cash Mgmt., Commercial Cards, Prepaid Cards, Cash Mgmt., Risk, Cybersecurity, AML, KYC, Credit, P2P

• Citi Corporate Banking Associate training program - 2010’

• Public speaking training - 2010’

• Utilities Customer Conference in Tampa, FL - 2010’

• Seven-week training program: finance, accounting, and financial modeling 2008’

• Citi Corporate Banking Analyst training program - 2008’

• Citi Corporate Banking Summer Analyst Program - 2007’

• Passed NJ Life insurance exam - 2007

• Citi Diversity College program 2007-08’

• Series 7 & 63 training - 2004’

• Currency trading training program - 1999’

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Professional Awards

• Chairman award - Team member for “Best solution” 2008' – Shell

• Chairman award – Team member - Boeing

Other

• Fluent Spanish speaker

• Enjoy history, sports, travel, European cars, art & antiques collector

• Family man - Married with 3 children (celebrated our 12-year anniversary in March 2016’)

• 250+ hours of volunteering in the community service

Contact this candidate