Cameron Green
Tulsa,OK
Summary
Dynamic professional with a strong commitment to regulatory and industry affairs, complemented by extensive experience in the financial services sector. Passionate about contributing to impactful policy advocacy and advancing industry standards, with a proven track record of implementing strategic initiatives that enhance operational performance. Recognized for collaborative leadership and adaptability in response to evolving business needs, ready to guide regulatory strategies effectively.
Overview
14
14
years of professional experience
1
1
Certification
Work History
VP-Private Banker
Bank of Oklahoma
Tulsa, OK
09.2023 - Current
- Spearheaded cross-selling initiatives for private wealth services to existing clients, enhancing client engagement and profitability.
- Oversaw a portfolio of 400+ high-net-worth clients, ensuring tailored financial strategies.
Senior Business Development Manager
SmartBiz Loans
Austin, TX
10.2018 - 03.2024
- Secured over $115 million in funded SBA 7(a) and traditional loans
- Analyzed financial data to assess client risk and growth opportunities
- Partnered with over 2,000 firms to expand SmartBiz’s client base
- Achieved a 50% reduction in customer acquisition costs by optimizing lead generation
Business Banker
Vast Bank
Tulsa, OK
06.2021 - 07.2022
- Increased deposit profitability by 33% through comprehensive portfolio analysis
- Delivered expert guidance on financing solutions for business growth
High Net Worth Representative
Charles Schwab
Austin, TX
10.2017 - 10.2018
- Enhanced client portfolio by 28% through execution of multi-platform trades and developed strategic financial models
- Researched economic trends for informed investment strategies
Legislative Aide
U.S. Senator Tom Coburn
Washington, D.C
07.2012 - 12.2016
- Supported financial and healthcare legislation operations for Dr. Coburn
- Influenced legislative outcomes by shaping $20 billion into amended United States laws with Dr. Coburn
- Built relationships with key committee staff to create policy discussions
Education
Bachelor of Science - Political Science, Accounting
Oklahoma State University
Stillwater, OK05.2012
Skills
- Financial Modeling
- Strategic Planning
- Market and Trend Analysis
- Infrastructure Development
- Policy Analysis
- Government Relations
- Public Speaking
- Risk Analysis
Certification
- Series 7
- Series 63
- Series 79
Timeline
VP-Private Banker
Bank of Oklahoma
09.2023 - Current
Business Banker
Vast Bank
06.2021 - 07.2022
Senior Business Development Manager
SmartBiz Loans
10.2018 - 03.2024
High Net Worth Representative
Charles Schwab
10.2017 - 10.2018
Legislative Aide
U.S. Senator Tom Coburn
07.2012 - 12.2016
Bachelor of Science - Political Science, Accounting
Oklahoma State University