David Suri
Atlanta,GA
Summary
Enterprise sales leader with 20 years of experience driving revenue growth across national banking and credit union markets. Deep expertise in direct and brokered deposits, securities, and analytics. Trusted advisor to C-level executives at financial institutions ranging from $10MM to $3B+ in assets. Known for data-driven consultative selling, long-term client retention, and expanding multi-product relationships.
Overview
20
20
years of professional experience
Work History
Senior Account Executive
OptimaFI (formerly QwickRate & QR Securities)
Atlanta, GA
01.2010 - Current
- Promoted through acquisition and merger while maintaining and expanding a multi-state enterprise sales territory.
- Manage sales and client relationships across 25 states, serving banks and credit unions nationwide.
- ACL (Allowance for Credit Losses) education and modeling support
- Deliver educational webinars and executive briefings on profitable CD investing and funding strategy.
- Sell integrated banking and credit union product suite following company acquisition (2024).
- Previously led brokerage account conversions and asset transfers following merger with Monroe Securities (2014–2019).
- Generated $4,731,730 in cumulative sales revenue (2006-2026).
- Largest sale - $18,065 (2022).
- Best year - $744,193 revenue in 2022.
- Grew client base by 1,238 clients from 2006.
- Closed average deal size of $3000.
Account Executive
QwickRate
Atlanta, GA
01.2006 - 01.2010
- Built foundational relationships with credit union executives nationwide.
- Advised on national CD marketplace investment strategies.
- Developed consultative sales process focused on data-driven funding decisions.
Education
Bachelor - Economics & Finance, Minor in Sales
Kennesaw State University
Kennesaw, GASkills
- B2B sales
- SaaS Solution Sales
- Brokered Deposits & CD Marketplace
- Banking & Credit Union Strategy
- C-Level Relationship Management
- ACL (CECL) Education
- Territory Growth & Expansion
- Microsoft Excel & PowerPoint
- Client relationship management
- Team collaboration
- Sales quota achievement
- Lead generation
- Territory management
Languages
German
Native or Bilingual
Timeline
Senior Account Executive
OptimaFI (formerly QwickRate & QR Securities)
01.2010 - Current
Account Executive
QwickRate
01.2006 - 01.2010
Bachelor - Economics & Finance, Minor in Sales
Kennesaw State University