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Sales Manager

Beachwood, Ohio, 44122, United States
March 31, 2019

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Shaker Heights, OH

216-***-**** •

Collaborative and authentic business consulting leader with proven success in business development, process improvement, risk management, strategic planning, technology, finance and operations. Ability to build long-term client relationships and assist businesses of all sizes in improving processes and enhancing technology.

Professional Experience:

Key Bank, Cleveland, OH, 2014-present

Senior Vice President, Commercial Lending Leader, 2018-Present

Lead strategy and roadmap development for Salesforce and nCino platforms across Key’s commercial lines of business. Responsible for leading business process improvement initiatives across the bank, partnering with business users, enterprise commercial improvement (LSS/Continuous Improvement) teams, and providing support to more than 3,000 professionals across Key’s national footprint.

Supported multiple business units, including small business, business banking, commercial banking, specialty lending, loan services, real estate, SBA lending, and corporate lending.

Lead a team of talented technology professionals and business analysts and worked with our business partners to help them improve processes, user adoption, and system acumen.

Reduced end-to-end lending cycle time by more than 20%.

Senior Vice President, National Small Business Leader, 2015-2018

Launched a new national sales and service team, responsible for supporting Key’s retail network. The team was launched in 90-days, supporting more than 2,000 lenders. Created a center of excellence for small business SBA lending (SBA Express and SBA 7a) and equipment financing products.

Led a sales team responsible for supporting over $2 billion in annual lending across more than 20 geographic markets.

Created centralized business process that allowed retail partners to spend 50% less time on complex, lending transactions, allowing them to focus on consumer, investment, and small-ticket lending opportunities.

Developed a partnership with treasury and cash management team, resulting in 20% year-over-year growth in treasury product sales.

Sr. Relationship Manager, Business Banking, 2014-2015

Responsible for new business development, marketing activities, and portfolio management for small and mid-sized business clients in Northeast Ohio. Managed a portfolio of more than 100 clients and generated over $9MM in lending during the first year with the bank (more than 50% of the lending production utilized SBA 7a and 504 products).

Expanded the book of business by more than 20% in the first year (both in numbers of clients and total revenue).

Worked with retail partners to increase business client referrals more than 25% from the previous relationship manager.

Provided business advice and thought leadership to clients as a trusted advisor.

Skoda Minotti, Mayfield Village, OH 2011-2013

Director, Risk Management, Financial Institutions and Healthcare Group

Established new risk management and security offerings, targeting small financial institutions and healthcare organizations.

Introduced the firms’ first HIPAA consulting and audit practice.

Implemented targeted marketing program to improve referral conversion rates by more than 25%.

Managed engagements from proposal to implementation

Voyant Technology, Independence, OH 2004-2011


Founded this IT consulting firm, focused on providing services to small to mid-sized businesses, including IT infrastructure, risk assessments, disaster recovery, network and systems implementation and monitoring.

Increased revenue 25% year-over-year during the life of the business.

Transitioned the company from primarily a break-fix model to a recurring revenue managed service model (over 75% of company revenues were monthly recurring revenue by 2009).

Served as clients’ trusted advisor and proposed and implemented solutions to maximize client profits and improve cash flow.

Washco Developments, Hagerstown, MD 2003-2004

Vice-President, Finance and Operations

Responsible for managing the day-to-day operations, financial organization, and sales department for this $20 million construction, real estate development and property management firm. Duties included supervision of the sales, marketing, accounting and finance departments, strategic planning, human resources, negotiation, and process improvement. Additionally responsible for secure I.T. system design, implementation and overall IT management.


University of Maryland, Smith School of Business Bachelor of Science, Accounting

College Park, Maryland

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