Kimberly Cottrell

• Lead new business development of institutional investment management, retirement plan advisory services, trust and custody solutions and other products to institutional clients and prospects.
• In support of the FTIS sales process, collaborate closely with OneBank team members to provide creative solutions for prospective and current institutional clients.
• Employ a consultative, team-based sales process, partnering with subject matter experts to develop and present customized solutions to our prospective clients.
• Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns and personally following established policies and procedures.
• Proactively execute on OneBank activities, including attending local OneBank meetings, pre-call planning and post-call follow-up to win new business opportunities.

• Spearheaded cross-functional initiative to achieve growth for Institutional Asset Management in Central Ohio.
• Served as brand ambassador.
• Oversight for developing business that included multiple product lines across many sectors; including large corporate, small business, non-profit, public finance and healthcare.
• Prepared and delivered oral and/or written sales presentations to C-level Executives and referral sources (attorneys, accountants, etc.).
• Served as primary point of contact to bring right resources to each opportunity.
• Understood competitive environment and shared information from sales calls with management. Managed process of new client acclimation to ensure stabilization of new client relationships.

Vice President/Portfolio Manager II

• Responsible for investment and relationship management for 45 clients ranging in size from $1MM to $260MM.
• Successfully retained and initiated cross-sell of Investment Management, Custody, 401(k) and escrow products; consistently exceeding new revenue goals.
• Led new primary client acquisition and sales growth strategies by maintaining pipeline of new prospects/revenue opportunities.

• Integral member of Institutional Investment JPMorgan/Bank One merger team.
• As Project Manager, successfully led team that reviewed and converted 16.000 institutional investment accounts into specific lines of business with goal of no client disruption.
• Served as liaison between business management and finance/accounting during JPMorgan/Bank One merger.
• Managed team of 12 Institutional Investment Client Service associates.
• Analyzed key aspects of business to evaluate factors driving results and summarized into presentations
• Executed analysis of risks and identified risk mitigation strategies