SHAYAAN HASAN
Manhattan,NY
Summary
Senior Banking & Lending Executive with 12+ years of experience driving business development, securities-based lending, wealth management, and strategic banking initiatives. Proven ability to build executive relationships with CEOs, RIAs, broker-dealers, and institutional partners while expanding lending adoption, increasing revenue, and leading high-impact growth strategies. Experienced in executive presentations, cross-functional leadership, credit strategy, and portfolio growth.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Credit Consultant
Royal Bank of Canada
03.2022 - Current
- Lead business development and lending strategy supporting hundreds of independent wealth management firms.
- Partner with 300+ firms and thousands of financial advisors to increase adoption of securities-based lending solutions.
- Contributed to growth of the lending balance sheet from approximately $386M to over $514M through strategic advisor engagement.
- Deliver executive presentations to CEOs, firm principals, and advisory teams across the United States.
- Collaborate with Credit, Operations, Marketing, Product, and senior leadership to improve client outcomes.
- Mentor advisors on credit structuring, lending strategy, and business development opportunities.
Financial Solutions Advisor
Merrill Lynch
10.2019 - 03.2022
- Managed relationships for more than 250 affluent households.
- Developed customized wealth management and lending strategies aligned with client objectives.
- Trained and onboarded new financial professionals while supporting practice growth.
Relationship Manager
Bank Of America
12.2015 - 10.2019
- Recognized as a top-performing Relationship Manager for sales and client acquisition.
- Built commercial and consumer banking relationships across lending, deposits, and investments.
- Consistently exceeded sales and revenue goals while delivering exceptional client service.
Universal Banker
Citizens Bank
06.2014 - 12.2015
- Delivered banking, lending, and investment solutions while consistently exceeding sales goals.
Manager
Abercrombie & Fitch / Hollister Co
08.2012 - 04.2014
- Led sales, operations, team development, and customer experience while consistently exceeding performance targets.
Education
Engineering -
University of Connecticut (Three Rivers)
Connecticut06.2011
Skills
- Executive Leadership
- Corporate Banking
- Business Development
- Sales & Revenue Growth
- Executive Relationship Management
- Mentorship & Leadership
- Executive Presentations
- AI-Enabled Digital Transformation
Certification
- Series 7 - General Securities
- Series 66 - State Law
Timeline
Credit Consultant
Royal Bank of Canada
03.2022 - Current
Financial Solutions Advisor
Merrill Lynch
10.2019 - 03.2022
Relationship Manager
Bank Of America
12.2015 - 10.2019
Universal Banker
Citizens Bank
06.2014 - 12.2015
Manager
Abercrombie & Fitch / Hollister Co
08.2012 - 04.2014
Engineering -
University of Connecticut (Three Rivers)