Summary
Overview
Work History
Education
Skills
Additional Education & Training / Certifications / Affiliations
References
Timeline
Generic

BRIAN TRUE

Liberty Township,OH

Summary

Accomplished professional with extensive experience in relationship and account management, business development, and client relationship building. Proven track record in fostering long-term client partnerships, negotiating contracts, and driving for business growth. Skilled in complex problem-solving, risk management, compliance, and financial administration. Recognized for delivering results in dynamic environments. Seeking to leverage my background to take the next career step with a respected organization that rewards talent, hard work, and results.

Overview

31
31
years of professional experience

Work History

Vice President / Client Relationship Manager – Global Corporate Trust Structured Finance

U.S. BANK
Cincinnati, OH
04.2009 - Current
  • Manage and nurture critical client relationships, fostering collaboration with client management, attorneys, and financial advisors.
  • Analyze, interpret, and negotiate complex contracts for asset-backed bond and warehouse financings while ensuring compliance with established procedures.
  • Generate revenue through successful acquisition of new accounts and continued business with existing clients.
  • Engage in proposal creation with business development officers for new and existing business ventures.
  • Manage the coordination of account administration and cash management teams to successfully close deals and initiate setups.
  • Facilitate the fulfillment of ongoing deal requirements through account administration in a team environment.
  • Took charge of the Cincinnati office from 2013 to 2018. Duties encompassed relationship management oversight as well as supervising employees on aspects such as new business, client issues, risk mitigation and internal compliance. Also involved in management meetings, budgeting process review sessions, revenue forecasting, preparing and discussing performance reviews, and talent acquisition.

Assistant Vice President / Account Manager – Corporate Trust Structured Finance

U.S. BANK
Cincinnati, OH
03.2005 - 04.2009
  • Developed key customer relationships
  • Reviewed, negotiated and managed complex contracts for asset-backed bond and warehouse financings.
  • Retained existing and fostered new business with clientele.
  • Facilitated new and existing financings in collaboration with client management, attorneys, underwriters, and financial advisors.
  • Successfully executed coordination of cash management, compliance responsibilities and account administration related duties in a team setting.
  • Assisted business development officers in creating proposals for new and existing business opportunities.
  • Represented U.S. Bank at conferences within the Structured Finance, Corporate Trust, and Asset-Backed Securities industry.

Trust Officer / Relationship Manager – Corporate Trust Services (Corporate/Municipal)

U.S. BANK
Cincinnati, OH
11.2002 - 03.2005
  • Managed corporate and municipal bond financings and escrow transactions within northern Ohio region.
  • Collaborated with clients and centers of influence to generate recurring business.
  • Maintained accurate deal transactions while ensuring risk mitigation and verifying internal compliance.
  • Facilitated cash management and ensured compliance with financing requirements.
  • Ensured continuity in servicing corporate and municipal clients through effective onboarding and training of new staff members.

Business Manager

VSI TECHNOLOGIES, INC.
Cincinnati, OH
01.2001 - 11.2002
  • Generated proposals for corporate, government, and non-profit sectors to secure project bids.
  • Initiated lead generation efforts, contributed to the creation of sales presentations, and engaged in face-to-face interactions with existing and prospective clients.
  • Engaged with prospective clients at industry expos to promote company offerings.
  • Identified and cultivated strategic relationships with technology partners while supporting client project management.
  • Devised policies and procedures to boost operational efficiency, fostering company growth.
  • Led efforts in developing, updating, and managing company marketing materials and website.
  • Successfully oversaw organizational policies and general administrative matters.
  • Provided feedback to improve strategies, programs and initiatives.
  • Analyzed and assessed proprietary software applications.
  • Developed knowledge of concepts, practices, and procedures in IT industry.

Employee Communication Specialist

FIRSTAR BANK, N.A.
Cincinnati, OH
04.1999 - 01.2001
  • Delivered educational sessions to inform plan participants about client retirement plans.
  • Developed professional and targeted presentation materials for enrollment meetings to optimize understanding of complex information.
  • Developed, evaluated and approved custom educational materials for client retirement plans.
  • Maintained top-tier communication and customer service with both new and existing customers.
  • Acquired expertise in retirement and investment topics.

Trust Administrator

FIRSTAR BANK, N.A.
Cincinnati, OH
03.1998 - 04.1999
  • Managed accounting for defined contribution accounts and stock purchase plans.
  • Conducted analysis of mutual fund accounts to identify discrepancies and ensure accurate financial reporting.
  • Successfully resolved trading discrepancies with mutual fund companies through detailed investigation.
  • Achieved efficient operations by organizing, distributing, and accurately entering trades for individual accounts.
  • Prepared reports on trades and maintained accurate account information.
  • Monitored dividend and capital gain earnings on a monthly, quarterly, and yearly basis.

Service Representative

VISTANA RESORT
Orlando, FL
05.1994 - 01.1998
  • Provided excellent customer service in a team environment, addressing customer needs in a timely fashion.
  • Greeted customers and answered inquiries in a professional manner.
  • Resolved customer complaints promptly and efficiently.
  • Performed regular inventory evaluation to ensure accuracy.
  • Conducted onboarding sessions for new hires.

Freelance - Camera Assistant / Grip / Production Assistant / Extra

JHT MULTIMEDIA PRODUCTIONS, SUNSHINE NETWORK/PRIME, HBO PRODUCTIONS, PARAMOUNT PICTURES, KATY FILM/ARNOLD SHAPIRO PRODUCTIONS, QUICK WRAP PRODUCTIONS, REEL TO REAL PRODUCTIONS
Cincinnati, OH
05.1993 - 04.1994
  • Gained experience in multiple aspects of film and video production such as operating camera equipment, maintaining log sheets for editing and continuity, organizing casting activities along with managing production equipment. Handled responsibilities related to lighting setup as well as placement of props.

Education

Bachelor of Arts - General Business And Radio-Television-Film

Bowling Green State University
Bowling Green, OH
05-1993

Skills

  • Relationship Management
  • Client Relationship Building
  • Account Management
  • Contract Negotiation
  • Business Development
  • Complex Problem-Solving
  • Results-Driven
  • Decision-Making
  • Finance & Trust Administration
  • Risk & Compliance Management
  • Document Review
  • Customer Service & Education
  • Team Leadership
  • Treasury Management
  • Proposals and Presentations

Additional Education & Training / Certifications / Affiliations

  • Lakota Woods Homeowners Association – Treasurer (January 2018 – April 2021)
  • Certified Corporate Trust Specialist (CCTS) (March 2006 – December 2021)
  • Cannon Corporate Trust Schools I, II, and III (August 2004 – February 2006)
  • Miami University, Ohio, coursework in Computer Programming (August 2000 – August 2002)

References

Available upon request

Timeline

Vice President / Client Relationship Manager – Global Corporate Trust Structured Finance

U.S. BANK
04.2009 - Current

Assistant Vice President / Account Manager – Corporate Trust Structured Finance

U.S. BANK
03.2005 - 04.2009

Trust Officer / Relationship Manager – Corporate Trust Services (Corporate/Municipal)

U.S. BANK
11.2002 - 03.2005

Business Manager

VSI TECHNOLOGIES, INC.
01.2001 - 11.2002

Employee Communication Specialist

FIRSTAR BANK, N.A.
04.1999 - 01.2001

Trust Administrator

FIRSTAR BANK, N.A.
03.1998 - 04.1999

Service Representative

VISTANA RESORT
05.1994 - 01.1998

Freelance - Camera Assistant / Grip / Production Assistant / Extra

JHT MULTIMEDIA PRODUCTIONS, SUNSHINE NETWORK/PRIME, HBO PRODUCTIONS, PARAMOUNT PICTURES, KATY FILM/ARNOLD SHAPIRO PRODUCTIONS, QUICK WRAP PRODUCTIONS, REEL TO REAL PRODUCTIONS
05.1993 - 04.1994

Bachelor of Arts - General Business And Radio-Television-Film

Bowling Green State University

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