Bob Sherman
Gilbert,AZ
Summary
Passionate, goal-oriented practice relationship manager with extensive experience working with dentists, doctors and veterinarians over the last 9 years. My clients include hospitals, practice groups, private practices, surgery centers and medical equipment companies. I excel at cold-calling, networking, prospecting & onboarding, and emphasizing a full-relationship approach to maximize profits for the bank.
Overview
23
23
years of professional experience
Work History
Behavioral Health Therapist
The River Source
Arizona City, AZ
01.2024 - Current
- Counseled individuals, groups, and families to bring awareness of problems, deal with crisis situations and develop action plans.
- Developed behavior intervention plans based on principles of applied behavior analysis.
Vice President, Commercial Relationship Manager
Sunflower Bank
Scottsdale, AZ
08.2023 - 05.2024
Grow and expand Sunflower Bank’s commercial portfolio by prospecting and onboarding new clients and COIs. Target clients with GAR between $10MM and $150MM with lending needs between $3MM and $50MM.
- Strengthened commercial client relationships by providing tailored financial solutions and exceptional customer service.
- Delivered financial presentations to prospective clients, showcasing the value of the bank''s product offerings and services.
Vice President, Commercial Relationship Manager
MidFirst Bank
Tempe, AZ
08.2022 - 08.2023
Grew and expanded a commercial portfolio in Tempe and Ahwatukee by managing existing clients, while prospecting and onboarding new clients and COIs.
AVP, Practice Solutions RAO, Enterprise BB
Bank Of America, N.A.
Ohio, Nevada, Arizona
01.2001 - 08.2022
Managed a portfolio of healthcare clients in Texas and Louisiana providing lending and full banking relationship solutions with annual loan volume of $15-20MM.
Over 21 years, I held positions in sales, collections, credit & underwriting, risk management, training origination, dealer financial services, practice solutions and enterprise banking.
- Pinnacle Aware Winner
- Mastery Program Recipient
- Performance Excellence Aware Recipient
Education
MBA - Health Administration
University of Phoenix
Las Vegas, NVBachelor of Science - Marketing
University of Nevada - Las Vegas
Las Vegas, NVSkills
- New Business Development
- Healthcare COI Generation
- Financial Analysis & Risk Assessment
- Portfolio Management
- Sales Presentations
- Networking
Timeline
Behavioral Health Therapist
The River Source
01.2024 - Current
Vice President, Commercial Relationship Manager
Sunflower Bank
08.2023 - 05.2024
Vice President, Commercial Relationship Manager
MidFirst Bank
08.2022 - 08.2023
AVP, Practice Solutions RAO, Enterprise BB
Bank Of America, N.A.
01.2001 - 08.2022
MBA - Health Administration
University of Phoenix
Bachelor of Science - Marketing
University of Nevada - Las Vegas