Position	Sales/Management Private Banking
Location Confidential	No
Location	Northeast USA
Willing to Relocate	Yes
Industry	Financial-Banks-Investment&VentureCapital
Function	SALES-MANAGEMENT-and-SALES
Compensation	$150,000 to $300,000
Resume Summary
I am a proven leader with strong sales and marketing skills. I have been successful building professional private bank teams. I seek a management position where I can use my entrepreneurial and management abilities to develop a private bank business.
Resume Body      SALES/MANAGEMENT PRIVATE BANKING
pscarta@aol.com Profile Senior executive with extensive business and sales management expertise in the financial services industry. Demonstrated competencies: „X Strong leadership and organizational skills in managing people, projects and resources „X Energetic motivator and successful mediator who consistently achieves goals & provides insight/direction „X Highly skilled and dedicated executive with excellent interpersonal/communication skills „X Excel in assembling productive teams & surpassing expectations „X Accustomed to full profit/loss accountability, sales/marketing strategic planning, ¡§hands-on¡¨ management „X Experienced in diversified global investment portfolios, due diligence & prospective fund origination „X Sound pragmatic business judgement and decision-making skills __________________________________________________ Experience 2001 to 2003 Bank of America, Private Bank Greenwich, CT Market Executive, Senior Vice President „X Senior leader for the market, responsible for successfully meeting market plan, goals and objectives „X Established first Bank of America Private Bank office in New England which included building a professional team of ten associates with geographical coverage of Greenwich, CT. to Boston, Mass. Frequent travel throughout region including Boston. „X Built over 250 significant HNW relationships. Established key regional 3rd party relationships with law firms, accountants, small investment firms and financial planners. „X Managed the construction process of a multi-million dollar new office project for the Private Bank „X Developed all sales and marketing activities; established a major banking presence in Connecticut marketplace which included credit, investment management and trust opportunities „X Grew revenues from a start-up to approximately $2MM in fees which included approximately $100MM in new credit facilities and approximately $150MM in investment management and trust assets „X Structured credit facilities with high net worth clients and business owners; lending authority of $1MM „X Responsible for credit platform which included secured and unsecured loans 1999 to 2001 K2 Capital New Haven, CT Managing Director/Principal „X Responsible for all national sales/marketing efforts focusing on relationship building of high net worth clients which led to a new $100MM ¡§fund of funds¡¨. „X Focused on investor relations & private equity investments offered in a ¡§fund of fund¡¨ structure „X Worked with buyout/buildup, mezzanine, venture, int¡¦l, special situations & secondary market purchases „X Responsible for origination & due diligence of prospective fund investments targeting an IRR over 25% „X Handled the global distribution, development & execution of all ¡§fund of funds¡¨ products 1993 to 1999 Webster Trust/Sachem Trust Guilford/Greenwich, CT President/CEO/Board of Directors „X Founded, organized and established Sachem Trust, largest independent private trust and investment company in Connecticut with approximately $350MM in assets under management. Sold to Webster. „X Responsible for successful management of CT¡¦s 2nd largest trust company with $750MM in assets „X Surpassed 1998 profitability projections by exceeding goals „X Created strategic business plans, financial budgets, sales/marketing programs, product delivery systems with staff of 55; 25 sales professionals with three Connecticut offices. „X Instituted administrative/operational procedures as well as various regulatory & fiduciary controls „X Created new business opportunities with ¡§high net-worth¡¨ clients, companies & investment/trust firms „X Successfully negotiated the acquisition of 3 trust companies with combined assets of more than $170MM „X Developed over 250 relationships consisting mainly of ¡§high net-worth¡¨ individuals along with owners of small and medium size companies „X Orchestrated the sale of Sachem Trust to Webster Trust, returning over 200% on all shareholders¡¦ original investments 1991 to 1993 Society National Bank/Key Corp. New Haven, CT Senior Vice President/Senior Manager Sales-Marketing Corporate Trust „X Responsible for all national/international corporate trust activities headquartered in Dallas, TX „X Increased sales by over 55%, raised assets to over $15 billion & exceeded a 43% ROA „X Introduced asset-securitization, master servicing, leveraged leasing, international privatization „X Created new fee schedule increasing profitability by 15% & established national private labeling products „X Implemented a customer/prospect database system, company newsletter & the first trust brochure 1984 to 1991 Meridian Bank/Core States New Haven, CT VP Sales, Manager Corporate Trust, Board of Directors „X Established the first corporate trust satellite office & the first out-of-state trust company based in San Francisco, CA „X Responsible for the management of all corporate trust sales & marketing activities „X Credited with generating more than 1,000 accounts, ROA in excess of 35% and boosting income over 95% 1973 to 1984 Connecticut National Bank/Hartford National Bank Stamford/Hartford, CT VP Corporate Trust, VP Lending, Manager Sales/International Head „X Responsible for managing 80 Fortune 1000 & middle-market companies throughout the Northeast „X Achieved the status of Leading New Business Producer for this profitable trust division „X Developed a highly successful national sales/marketing program & a strategic long-term profitability plan „X Established nationwide liaisons with corporations, insurance/law firms, bankers, brokers, gov¡¦t agencies „X Created a profitable international portfolio of loans, letters of credit, foreign accounts, collection services __________________________________________________ Education 1972 University of Pennsylvania Philadelphia, Pa Bachelor of Arts in Political Science - Academic Honors 1969-1970 University of Copenhagen Copenhagen, Denmark Student Abroad Program with Academic Honors Additional Education 1980 to 1982 Graduate School of Credit and Financial Management Program at Dartmouth College, Hanover, NH sponsored by The Credit Research Foundation, Inc. Affiliations Board of Directors, Lane Industries, Meriden, CT Points of Interest Married, two children, interests include American antiques, tennis, golf, fly fishing, community/family activities
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