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Sales Representative Manager

Gilbert, AZ, 85295
June 07, 2018

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PETER W. SQUIRES, MBA 303-***-**** Gilbert, Arizona

SUMMARY Effective and persistent finance and operations professional 6+ years of client management, financial analysis and best practice consulting Successfully create opportunities that lead to sustainable business and profitability Skilled communicator, coach and mentor with a track record leading successful teams Consistently surpass goals and key performance indicators SKILLS Financial analysis, Financial Modeling, and Project Management Operational Best Practice Expertise

Client Management, Business Development, Team Leadership Commercial Real Estate Valuation, Equipment Finance, and Investor Relations Financial service experience serving a wide array of industries EXPERIENCE MANAGING PARTNER, Pistol Capital Group LLC April 2017 – Present

• Perform financial analysis and modeling for investment real estate acquisition

• Present profitability and risk assessment for projects averaging $1.25 million to equity investors and debt lenders

• Lead analyst on $1.8 million project generating $20 thousand initial profit and ongoing 12% ROI for Phoenix based investment firm

• Consult on broad operational and financial best practice and profit planning ASSISTANT VICE PRESIDENT, CLIENT MANAGER, U.S. Bank, N.A. December 2015 – April 2017

• Retained and developed a portfolio of over 125 business clients of up to $20 million in gross revenue, totaling a $14 million asset

• Maintained annual revenue of $250,000 with a 95% client retention rate

• Preserved $4.5 million of at-risk commercial debt 2016

• Structured and implemented custom commercial loan products

• Managed the loan process from origination to closing

• Secured 171% of 1st quarter 2017 loan production goal SMALL BUSINESS SPECIALIST, U.S. Bank, N.A.

December 2012 – December 2015

• Managed a portfolio of small business clients and acquired new relationships

• Focused on client profitability, growth, and efficiency

• Routinely placed in leadership roles, mentoring new hires and captaining teams

• Award winner as Top Performer in new revenue, Rocky Mountain Region

• Star of Excellence award winner, top 10% in national job family

• Leader on a team of 23 bankers with 30% portfolio growth, 2015

• Success led to promotion to Assistant Vice President, Client Manager PAGE 2


December 2011 – November 2012

• Developed prospecting strategies for 200+ targeted companies across various industries to meet weekly appointment and revenue goals

• Provided strategic consultation to C level executives and analyzed back office operations to drive EBITDA and organizational value

• Led new client transitions from competing providers via in person guidance and project management to streamline software implementation and employee training EDUCATION UNIVERSITY OF COLORADO AT BOULDER, LEEDS SCHOOL OF BUSINESS Master of Business Administration, Executive MBA Program (2017) METROPOLITAN STATE UNIVERSITY OF DENVER

Bachelor of Arts in Political Science, Minor in International Business (2011) INTERNATIONAL



Berlin, Germany and Cape Town, South Africa (2017)

• Culminated two years of study through research into stakeholder influence on HIV drug pricing in the United States, Germany, and South Africa

• Recommended data security and government regulation solutions at Lufthansa Aviation Training

• Participated in site visits for a wide array of industries, including nuclear energy, munitions manufacturing, perishable goods distribution, whine production, healthcare and information technology


Chengdu, China (2010)

• Taught three hour daily lectures in English fluency for 40 Chinese college students and professionals at one of China’s top universities.

• Solidified Chinese language skills and further developed understanding of culture through hands-on interaction and residency

• Culminated extensive work studying global cultures, political systems and business practices



Denver Metro Small Business Development Center, Judge & Panelist Colorado Lending Source, Community Advantage Loan Committee Business Network International (BNI) Strategic Partners, Treasurer

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