Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Manage relationship with several high profile clients to grow partnerships and opportunities.
Worked with clients to address and respond to client and partnership management issues.
Main relationship and escalation point, providing the key connection between the bank and the client.
Negotiate and execute new deals and relationships.
Vice President-Trust Officer/Trust Department Manager
Sumitomo Mitsui Trust Bank
01.2017 - 01.2022
Start, Manage, Run and Grow Trustee Business
Establish a predetermined course of action, including setting both short-term and long-term objectives and establishing policies, procedures and programs to reach those objectives and establishes an organizational structure to meet those objectives.
Choose, Negotiate and Implement the systems, software and hardware necessary to run Trust Business.
Hire, Train and Coach the staff of the Trust Business
Providing ongoing guidance and supervision of the Department's personnel to achieve the objectives set.
Start, Manage and Grow Client Relationships
Oversees administration of all Trust Department Activities
Negotiate, execute, and set-up new deals.
Vice President-Transaction Manager
HSBC Bank USA NA
01.2010 - 01.2017
Corporate Trust Loan Agency
Negotiate new deal documents to ensure transactions are feasible and compliant to Bank's policy
Coordinate closings with underwriter, operations department, issuer, DTC, and law firms
Create and Implement controls around transaction specific parameters
Maintain and strengthen client relationships through regular contact and site visits
Extensive experience in the securities and banking industry with an emphasis on Project Finance, Export Finance, Leveraged Acquisition Finance, capital market issues, Structured Finance, Repacks, Complex High Yield Collateralized Debt Obligations, and Mortgage Backed Securities
Undertake independent document review in lieu of legal counsel
Liaise with Sales, Credit & Risk Management, Operations and Business Lines departments
AVP-Transaction Manager / Analyst
HSBC Bank USA NA
01.2003 - 01.2010
Corporate Trust Loan Agency
CDO/CLO transaction documentation review
Reverse engineering CDO/CLO cash flow and compliance modeling (VBA and SQL)
CDL/CLO report development, Crystal Reports
Review testing and implementation of CDO Suite to replace proprietary infrastructure
Supervised 2 Analysts.
Education
COMPUTER Strong Access, Excel, VBA and SQL. -
Bachelor of Science - Business
City University of New York
2003
Skills
MS Office (Word, PowerPoint, etc) Quick Books, Visio, etc…