Relationship Manager

Alexander DeLucia, MBA

*** ********** ****, **********, ** 06804  203-***-****  ***********@***.***

Senior Leadership Sales Manager

Budgets / Trusts & Treasury / e-Commerce / New Business Development / Management Reporting

B2B / Startups / Turnarounds / Proposals / Contracts / Terms & Conditions / Market Analysis / Forecasting

Successfully built financial service practice focused on closely held business owners. Developed and expanded successful retail chain. Managed a lower middle market lending team with a $100M loan portfolio. Expanded and maintained key accounts with $40M total liability. Enhanced relationships with Fortune 50 clients, Knowledgeable of overseas markets and international business practices. Proficient in French.

 Quickly developed a practice centered on insurance, investments, and ideas at Northwestern Mutual.

 Built startup Yankee Peddler & Pawn to successful niche business from scratch.

 Doubled district revenues at Irving Trust by facilitating trade finance and cash management system.

 Increased loan volume, reduced documentation deficiencies, and improved client service at Citytrust.

MBA, Finance / International Business, New York University. BSFS, Foreign Service, Georgetown University.

Selected Achievements

Developed client portfolio to enhance financial security at Northwestern Mutual. In first 6 months earned Pacesetter first 40 award, one Year later Leading Representative in the 1 to 3 Year Category, and selected for Leadership Development. Series 6, 7 & 63 and L& H Licensed. Earned CFP®, ChFC and CLU designations

Built startup Yankee Peddler & Pawn to successful niche business from scratch. Implemented 5-year business plan. Secured equity investment. Quickly expanded and opened three retail locations within the first four years.

Doubled district revenues for Irving Trust Company by facilitating trade finance and cash management system. Company had stagnated relationships with key Fortune 50 clients. Utilized correspondent bank network to facilitate exports and implemented sweep deposit system whereby the company could earn interest on substantial deposits overnight. Cross-sold corporate trust department services.

Increased loan volume 40% quickly resulting in a promotion at Citytrust. The bank had strained relations with established clients. Formulated an action plan. Established regular client contact. Secured significant loans with key clients. Promoted to Vice President.

Reduced documentation deficiencies 100% and improved customer service at Citytrust. Internal growth hindered the ability of loan officers to service client base and branch managers to meet smaller client needs. This resulted in numerous documentation deficiencies that led to problems with the FDIC. Identified missing documents and streamlined paperwork for loans. Introduced a process to manage overdraft approvals.

Career History

Financial Representative, Northwestern Mutual, 2003 to Present. Quickly established financial security programs for closely held business owners and professionals.

President / CEO, Yankee Peddler & Pawn, Incorporated 1992 to 2003. Built profitable retail business. Successfully expanded to three locations. Trained, managed and motivated managers and staff. Developed five year plan and obtained equity financing. Initiated an internet auction sales program. Lobbied for improved legislation for the industry. Established proven formula for site location, customer service and merchandise layout.

Vice President / Team Leader, Citytrust. 1985 to 1991. Rapidly promoted to management at this $2B commercial bank. Managed loan officers and serviced entrepreneurs. Forecasted budget for a lending team with a $100M loan portfolio. Approved loans for six branch managers. Client responsibilities for $40M total liability.

Assistant Secretary, The Irving Trust Company, 1982 to 1985. Enhanced relationships with Fortune 50 clients for commercial banking institute. Facilitated trade with letters of credit t. Developed an enhanced cash management program. Introduced off balance sheet, accounts receivable financing to Fortune 50 clients.

Earlier Career: Credit Analyst, DG Bank, International Commercial Bank.

Contact this candidate