Business Development Senior Sales

H. SCOTT FORBES

Greenville, SC ***** 864-***-**** *****.******@*****.*** https://www.linkedin.com/in/forbes06/ SENIOR SALES & FINANCE CONSULTANT

Dynamic Senior Sales & Finance Consultant with 22+ years of experience delivering strategic financial solutions, driving business growth, and leading high-performing teams in the finance, energy, technology, and AI sectors. Proven expertise in managing corporate solution sales, M&A transactions, private equity, treasury services, and B2B software sales. Skilled in financial consulting, client relationship management, and business development, with a strong focus on increasing profitability and operational efficiency. CORE COMPETENCIES

• Strategic Sales Leadership

• Treasury Services & Corporate Solutions

• Commercial Banking & Business Development

• Mergers & Acquisitions (M&A) & Private Equity

• B2B Sales & Software Solutions

• Financial Consulting & Advisory

• AI & Technology Solutions Sales

• Financial Modeling & Valuation

• Relationship Management & Client Retention

• Consultative Selling & Negotiation

• Cash Flow Management & Capital Optimization

• Cross-functional Leadership & Collaboration

PROFESSIONAL EXPERIENCE

Financial Consultant & College Educator

Self-Employed – Greenville, SC

2023 – Present

• Provide strategic financial consulting to over 20 clients across the Carolinas, specializing in M&A transactions and advisory services, resulting in over $10 million in business value.

• Act as the top-rated advisor for business investments and capital expenditure (capex) projects by eliminating sub-par investments and replacing them with high level risk adjusted investments based on present value.

• Deliver business finance and management education for top universities (Furman, Clemson, Tulane, Boston University), maintaining a 95% student satisfaction rate. Senior Vice President, Commercial & Middle Market Banking / Treasury Tech SunTrust, BB&T, Truist Financial Corporation – Greenville, SC 2012 – 2023

• Led middle-market banking team, achieving over $1 billion in debt closures, including $63 million in one quarter, contributing to top-tier performance within Truist Financial.

• Consistently ranked within the top 25% for revenue-based performance.

• Partnered with SunTrust Robinson Humphrey’s investment banking division to provide tailored solutions for corporate clients with $25MM–$1B in annual revenue.

• Specializing in liquidity events, capital management, and cash flow analysis for mid-market companies, optimizing financial strategies and reducing operational risks.

• Successfully managed complex multi-party deals involving intricate structuring, consistently achieving high client satisfaction and business results.

Consulting & Banking Roles (Various Positions)

Asheville Savings, Synovus, Capital Bank NA, Cornerstone National Bank, Wachovia Bank – Greenville, SC 2002 – 2016

• Built regional balance sheets to exceed $100 million in funded debt within 2 years.

• Led regional initiatives to drive over 9000% business growth in commercial lending, capital management, and financial strategy across multiple institutions.

• Assembled high performing sales teams. Established and maintained strong client relationships, fostering business development and revenue growth.

• Acted as a trusted advisor to C-suite executives, delivering actionable financial strategies and solutions to optimize business outcomes, often improving outcomes over 100%. EDUCATION

Graduate School of Banking (Master’s Degree)

Louisiana State University, Baton Rouge, LA

Master of Business Administration (MBA)

Clemson University, Clemson, SC

Bachelor of Arts (BA) in Business Management

University of North Carolina, Chapel Hill, NC

CERTIFICATIONS

• NVIDIA Artificial Intelligence Workflow Infrastructure & Sales Certification

• Aspireship SaaS Tech Sales Certification

• SunTrust Investment Banking & Corporate Valuation

• RMA Advanced Commercial Lending School, East Carolina University

• Wachovia Management Training Program

• Advanced Cash Flow & Ratio Analysis, The Capital Corporation TECHNICAL SKILLS

• Software: Microsoft Office Suite (Excel, PowerPoint, Word), Salesforce, Oracle, SAP

• Sales Tools: HubSpot, LinkedIn Sales Navigator, CRM Software

• Finance Tools: Financial Modeling, Valuation Software, Treasury Management Systems ADDITIONAL INFORMATION

• Languages: Fluent in English and Spanish with a strong and diverse communication background. ATS-OPTIMIZED KEYWORDS

• Strategic Sales Leadership

• Treasury Services & Corporate Solutions

• Commercial Banking & Business Development

• M&A Transactions & Private Equity

• B2B Sales & Software Solutions

• Financial Consulting & Advisory

• AI & Technology Sales Solutions

• Relationship Management & Client Retention

• Consultative Selling & Negotiation

• Financial Modeling & Valuation

• Fintech Sales & Capital Management

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