Sales Executive
Resume:
PROFESSIONAL SUMMARY
SKILLS
EXPERIENCE
JOE GUZZARDI CTP
*** *********** **, **********, ************ 15237, 412-***-****, **********@*****.*** Top producing strategic banking executive with deep experience in credit, debt and investments. Specialties include high net worth lending, commercial, investment banking and treasury/cash management. Relationship management and a proven track record for exceeding goals, expectations and superior advisor engagement. Extensive recruiting experience.
Ultra High Net Worth Lending Commercial Banking Relationship and Sales Management
Treasury and Cash Management Financial Advisor Engagement Private Banking Vice President - Banking Consultant July 2016 - Current Raymond James and Associates Pittsburgh, PA
Covering all brokerage channels of Raymond James that includes a seven state territory and 500 financial advisors
Originated securities based and structured loans, as well as residential mortgages to high net worth clients and their families
Tremendous year over year growth, exceeding annual goals and increased advisor participation. Top mortgage producer production to goal 2020
Other specialties include cash management, commercial real estate and investment banking. Vice President, Private Banker November 2012 - September 2015 Morgan Stanley Private Bank, N.A Pittsburgh, PA
Supported and closely consulted with 120 Morgan Stanley advisors in Western Pennsylvania delivering liability, liquidity and banking solutions to high net worth clients Responsible for all business development and revenue for securities based loans, ( SBL ) residential mortgages and deposit products
Increased core banking production and advisor participation by 40 % Navigate all commercial transactions - commercial real estate, business banking and middle market, as well as, investment banking
Vice President, Treasury Solutions Sales Officer April 2010 - November 2012 Bank of America, Merrill Lynch Pittsburgh, PA
Treasury management sales to middle market companies throughout Pennsylvania - top ranked nationally in EDUCATION
CERTIFICATIONS AND LICENSES
2012
$ 1.9 mm in new revenue generated in 20111 and $ 3.4 mm in 2012 - far exceeding goals Responsible for a portfolio of 60 clients that generate over $ 20mm in annual revenue Deep cross selling experience of credit, debt, liquidity, foreign exchange and international services Vice President - Commercial Banking Specialist October 2004 - March 2009 Merrill Lynch, Americas Bank Group Pittsburgh, PA Supported and closely consulted with 1200 Merrill Lynch advisors in five state territory - new loan origination for all commercial credit and institutional cash management products Other specialties and experience include all forms of commercial real estate and private sales investment banking platform
Designated " high achiever " by peers in 2006 and 2007 - exceeded goals annually and member of # 1 ranked nationally producing team in 2007
Conducted extensive and on-going training across complexes involving cash management, credit, securities based lending and how to successfully prospect businesses Institutional Fixed Income Sales July 1996 - October 2004 Federated Investors Pittsburgh, PA
Developed new banking relationships that resulted in institutional asset generation into Federated fixed income and investment products to banks and trust departments throughout the North East and Mid West Supported a customer base of over 100 banking relationships and a portfolio of approximately $ 4 billion in assets
Speaking engagements to various national user groups on all aspects of liquidity and investment management - legal, industry trends, operations
Chairman's Club 2003 for superior sales and asset generation West Virginia University - BS
Securities Industry Institute SIFMA - Executive Development The Wharton School
Certified Treasury Professional - CTP/CCM
FINRA Series 7 - General NYSE stockbroker registration FINRA Series 66 - Registered investment advisor
FINRA Series 63 - Blue sky and compliance
NMLS ID - 1010256
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