RONALD VENTRE
San Diego,CA
Summary
Determined Senior Relationship Manager with demonstrated skills in Customer Retention and Operational Analysis. Highly effective at networking and building great rapport with others. Dedicated to effective leadership and detail-oriented work.
High-performing Bank Executive offering over fifteen years experience overseeing high-value customers and bank programs. Smart Senior Relationship Manager known for leading great teams and overseeing successful projects.
Overview
33
33
years of professional experience
Work History
SR. RELATIONSHIP MGR., BANKING DIVISION
FLEXIBLE FUNDING LLC
San Francisco, CA
01.2012 - 02.2022
- Present Accounts Receivable funding program to Banks, Brokers, Capital Advisors & Prospects
- Operational/Sales Responsibilities - company introduction, proposal generation & contract signing, client satisfaction and retention
- Develop advertising programs & marketing literature
- Enhance internal operational efficiencies
- Priorities & achievements: significant top line revenue growth, raise industry awareness and generate company recognition
- Defining personal trademark was impact on broadening appeal and outreach of our program into new markets
Investor Relations Consultant & Portfolio Advisor
Self
Irvine And San Diego, CA
04.1999 - 05.2012
- Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of mass communications.
- Prepared for public relations presentations and plans by gathering information on business objectives, vision, brand strategy, competition and industry trends.
- Responded to requests for information from media or designated appropriate spokesperson or information source.
Wholesale VP, Account Manager & BDO
LSQ Funding Group
Los Angeles, CA
01.2009 - 11.2010
- Achieved #1 national sales ranking of funded deals
- Doubled referral generation from external marketing efforts/sources
- Fostered territorial awareness among alliance partners & bankers
- Provided key identity & consistent presence at trade shows and industry charity venues
- Maintained & broadly enhanced operational relationship of top alliance partner, US Bank, in Southern CA & NV
Working Capital Finance Wholesaler VP
First Citizens/Ironstone Bank
Mission Viejo, CA
03.2005 - 08.2008
- Maintained upper 90% VP percentile ranking throughout tenure
- First year production grew 150% from previous year
- While handling Western States region, first & second year territory's fee income led all regions of Bank's footprint
- Spearheaded relationship effort of Operations Unit throughout multiple states, resulting in highly notable customer satisfaction and average retention duration
- Closure rate on proposals consistently averaged 70%
First VP, Investments
UBS & Prudential Securities
Fresno, CA
10.1988 - 06.1998
- Certified Financial Planner & Stockbroker
- Top tier Producer levels earned First VP designation
Education
Bachelor of Science - Business Administration And Management
CA State University, Fresno (CSUF)
FresnoSkills
- Business Relationship Management
- Management of Financial Resources
- Problem Anticipation and Resolution
- Cost Data Analysis
- Sales Support
- Operational Reporting
- Prioritizing and Planning
- Staff Recruitment and Hiring
Timeline
SR. RELATIONSHIP MGR., BANKING DIVISION
FLEXIBLE FUNDING LLC
01.2012 - 02.2022
Wholesale VP, Account Manager & BDO
LSQ Funding Group
01.2009 - 11.2010
Working Capital Finance Wholesaler VP
First Citizens/Ironstone Bank
03.2005 - 08.2008
Investor Relations Consultant & Portfolio Advisor
Self
04.1999 - 05.2012
First VP, Investments
UBS & Prudential Securities
10.1988 - 06.1998
Bachelor of Science - Business Administration And Management
CA State University, Fresno (CSUF)
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