Summary
Overview
Work History
Education
Skills
Affiliations
Training
Additional Relevant Experience
Timeline
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Alexandra Wehr

Buffalo,NY

Summary

Commercial Banker with deep expertise in commercial and non-profit lending as well as syndicated finance, equipment finance, tax credit financing, project financing as well as tax exempt bond financing to include non-bank qualified bonds. Serving as a trusted advisor, client relationship manager, business relationship management, cross-functional collaboration, and business development. Passionate about leveraging skills to acquire new clients, negotiate financing terms and exceed sales goals. Well versed in competitive RFP process, multi capital stack project financing as well as non-profit merger activity in the WNY Community. Extensive network in the Business community in Western New York.

Overview

33
33
years of professional experience

Work History

Large Asset Financing Consultant

AMW Consult, LLC
11.2023 - Current
  • Hired by Middle Market Business owners to market large asset financing to include real estate assets, equipment, and full commercial banking relationships. Navigating the banking and finance via consulting agreements. Deals presented, negotiated, and closed for commercial customers. References available upon request.
  • Analyzed market trends to inform project direction and optimize consultancy offerings.
  • Developed and implemented strategic initiatives to enhance client engagement and satisfaction.
  • Provided expert guidance on compliance and regulatory requirements for diverse industry sectors.
  • Cultivated long-term relationships with clients, ensuring continued business growth through tailored consulting solutions.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.

Senior Relationship Manager – Senior Vice President

KeyBank
03.1997 - 11.2023
  • Managed all lending and depository needs for commercial clients.
  • Exceeded annual sales goals year over year that included the following: $50MM in new loans, a $1.2MM in fee income, $8MM in deposit growth and $3MM in investment management referrals.
  • Managed a Book of Business with loan outstandings more than $600MM and commitments north of $1Billion.
  • Closed significant Commercial Real Estate transactions to include owner and non-owner-occupied mortgages.
  • Successfully won large project financing RFPs to include 683 Northland, Chautauqua Amphitheatre, Buffalo Niagara YMCA’s, Calspan Divestiture from GDI and Explore & More Children’s Museum
  • Large High Net Worth Network to include developers, business owners and family offices.
  • Middle Market Non-Profit Team expert.
  • Co-wrote and developed KeyBank’s Non-Profit Risk Rating Model.
  • Participated and taught on-going Non-Profit lending credit training to KeyBank’s Centralized Credit Campus
  • Consulted on non-profit lending across the KeyBank footprint, from Maine to Alaska.
  • Consistent top referrer to the Private Bank cross sold Investment Management
  • Well versed in Non-Bank Qualified Bonds, Tax Credit Financing and Bridge Financing Deals
  • Cultivated and maintained strategic relationships with key clients to enhance loyalty and retention.
  • Led cross-functional teams to develop and implement client-focused solutions, driving business growth.
  • Mentored junior relationship managers, fostering professional development and best practices within the team.
  • Conducted regular reviews of client portfolios, ensuring alignment with financial goals and risk management strategies.
  • Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
  • Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
  • Developed new banking relationships with business prospects.
  • Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
  • Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
  • Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
  • Negotiated favorable terms for clients by leveraging strong relationships with product providers and underwriters.
  • Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
  • Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
  • Organized client appreciation events showcasing bank''s commitment to long-term partnerships while also generating referrals from satisfied customers.
  • Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Led strategic initiatives to enhance customer engagement and drive overall business growth.
  • Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
  • Secured vital partnerships with industry leaders, enhancing company reputation and expanding market reach.

Senior Vice President

First Niagara Financial Group
06.2014 - 07.2016
  • Corporate Banker
  • Business Development Officer grew portfolio from $0 to $650MM.

Office Manager

Ontario Marine
01.1992 - 01.1997
  • Managed fifty-two private family trusts in a private family office.
  • Managed all bills, memberships, and office work for a high-net-worth Buffalo Family
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Spearheaded community outreach initiatives, improving company's local reputation and engagement.

Education

MBA - Finance

Canisius College
Buffalo, N
05.1997

Bachelor of Science (BS) - Finance

State University of New York at Buffalo, Jacobs School of Management
Buffalo, NY

Skills

  • Client Relationship Management
  • Cross-Functional Collaboration
  • Lending
  • Non-Profits
  • Deposit Growth
  • Private Banking
  • Negotiations
  • Data Analysis
  • Commercial Loans
  • Attention to detail
  • Client relationships
  • Integrity and honesty
  • MS office
  • Analytical thinking
  • Strategic planning
  • Customer relationship management
  • Goal setting
  • Public speaking
  • Client engagement
  • Client rapport
  • Team collaboration
  • Multitasking and organization
  • Verbal and written communication
  • Relationship building

Affiliations

  • Treasurer People Inc Foundation
  • People Inc Foundation Investment Committee Member
  • Spectrum Human Services, Treasurer Board of Directors
  • Community Services for Every1 Foundation Board
  • Buffalo Academy of the Sacred Heart Advancement Committee
  • GAMBIT Chairs 2022, Canisius High School
  • 2025 Golf Committees, Best Self Behavioural Health and Aspire of WNY
  • Business First, Forty under 40 Award Recipient
  • Past Board Member, Buffalo Niagara YMCA, Kids Escaping Drugs, Buffalo Hearing and Speech Centre, Leadership Buffalo, Studio Arena Theatre and The Junior League of Buffalo

Training

  • Management Associate Program, Key Bank, Buffalo, NY
  • United Way Board Governance Certificate Program, Buffalo, NY

Additional Relevant Experience

  • Senior Relationship Manager and Senior Vice President, Key Bank, Buffalo, NY
  • Commercial Credit, KeyBank, Buffalo, NY
  • Credit Underwriter, KeyBank, Buffalo, NY

Timeline

Large Asset Financing Consultant

AMW Consult, LLC
11.2023 - Current

Senior Vice President

First Niagara Financial Group
06.2014 - 07.2016

Senior Relationship Manager – Senior Vice President

KeyBank
03.1997 - 11.2023

Office Manager

Ontario Marine
01.1992 - 01.1997

Bachelor of Science (BS) - Finance

State University of New York at Buffalo, Jacobs School of Management

MBA - Finance

Canisius College

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