Summary
Overview
Work History
Education
Timeline
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Jamie Bruneau

West Palm Beach,FL

Summary

Top producing private banking executive with strategic leadership skills, impeccable service and a track record of success building relationships and guiding clients to achieve their goals through effective planning and execution. Utilizes strong financial acumen and operational expertise to drive business growth and profitability.

Overview

22
22
years of professional experience

Work History

Senior Managing Director

Safra National Bank of New York
11.2023 - 05.2025
  • Relationship manager and private banker for Safra's domestic private bank.
  • Identified and presented over $300MM in new AUM, $225MM in deposit and $140MM in lending opportunities for the bank.
  • Collaborated closely with operations, credit, wealth management and banking teams to modernize and streamline processes across the organization to ensure ease of use and necessary client functionality.
  • Established strong relationships with external partners, including multi family office providers, fostering collaboration and expanding business opportunities.
  • Mentored junior employees for professional development, resulting in improved performance and productivity.

Managing Director

First Republic Bank
02.2016 - 10.2023
  • Relationship Manager focused on UHNW and HNW individuals and families, private equity and venture capital firms and their partners, private corporations and multi family office providers for their banking, wealth management and complex lending needs.
  • Sourced and maintained over $1.1B in lending commitments across all channels (with no losses), over $600MM in deposits, $370MM in managed assets and $65MM in brokerage accounts.
  • Partnered with multi family office providers to manage their clients banking and lending needs, providing white glove, concierge service with custom-tailored lending solutions including residential, CRE, aviation and marine.
  • Identified cross sell opportunities with UHNW clients and facilitated introductions for wealth management relationships.
  • Worked closely with CFO's in the PE/VC space to provide subscription, GP and co-invest facilities.

Vice President

Citibank
01.2015 - 01.2016
  • Mortgage banker and sales manager
  • Managed personal team of three as well as four individual loan producers
  • $114MM total sourced and funded jumbo loan volume
  • In Jan 2016 Citi Mortgage pulled out of the Boston market

Vice President

Bank of America
03.2014 - 01.2015
  • Private mortgage banker and sales manager for newly developed hybrid platform intended to liaise and generate cross sell opportunities between BOA mortgage channel and the US Trust and Merrill Lynch business lines, catering to HNW and UHNW individuals and families.
  • Top producer in Boston market with over $100MM in sourced and funded loans in less than one year.
  • Managed personal team of three and two individual loan producers.

Sales Manager

Wells Fargo Private Mortgage Banking
01.2007 - 03.2014
  • Top producing private mortgage banker in New England 2009 - 2013
  • Top producing purchase mortgage banker in New England 2007 - 2013.
  • Originated, underwrote and funded over $1B in jumbo mortgage loans with an average loan size over $1MM.
  • Managed personal team of five, including two junior bankers and two assistants.
  • Managed and mentored additional team of four individual bankers.
  • Cultivated and developed a strong referral network of UHNW and HNW COI's including CPA's, financial advisors, realtors, attorneys, multi family office providers and existing customers.
  • Fostered a culture of teamwork by collaborating closely with colleagues from various departments to ensure seamless coordination throughout the loan process.
  • Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual needs.
  • Conducted thorough assessments of clients financial situations to determine optimal loan products and terms.
  • Educated prospective borrowers about various financing options available, empowering them to make informed decisions regarding their mortgage needs.

Senior Mortgage Banker

ECM Financial
11.2005 - 01.2007
  • Collaborated with underwriters to expedite loan approvals while adhering to stringent lending guidelines.
  • Streamlined communication between processing teams and external partners such as appraisers or title companies which resulted in efficient transaction coordination.
  • Implemented risk management strategies resulting in lower default rates and higher overall portfolio performance.
  • Consistently met or exceeded established sales goals by developing a strong referral network with real estate professionals and past clients.

Mortgage Banker

First Capital Mortgage Group, LLC
12.2002 - 11.2005
  • Created relationships with extensive referral network of realtors and attorneys to drive new business opportunities.
  • Negotiated competitive terms with lenders on behalf of clients, securing favorable interest rates and loan structures.
  • Conducted thorough analyses of applicants financial status, credit, and property evaluations to determine loan feasibility.
  • Reviewed loan agreements to ensure they were complete and accurate before closing transactions.
  • Maintained a high level of product knowledge, staying current with industry trends and regulations.

Education

Bachelor of Science -

Emerson College
Boston, MA

Timeline

Senior Managing Director

Safra National Bank of New York
11.2023 - 05.2025

Managing Director

First Republic Bank
02.2016 - 10.2023

Vice President

Citibank
01.2015 - 01.2016

Vice President

Bank of America
03.2014 - 01.2015

Sales Manager

Wells Fargo Private Mortgage Banking
01.2007 - 03.2014

Senior Mortgage Banker

ECM Financial
11.2005 - 01.2007

Mortgage Banker

First Capital Mortgage Group, LLC
12.2002 - 11.2005

Bachelor of Science -

Emerson College
Jamie Bruneau