Steven Zari
Laguna Niguel,CA
Summary
Experienced professional with mastered skills and experience in corporate banking, healthcare, commercial real estate and media.
Overview
17
17
years of professional experience
Work History
CEO/Franchise Owner
ATC Healthcare
2100 Palomar Airport Road, #214-14, Carlsbad, CA
05.2023 - 07.2024
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Enhanced brand reputation with effective marketing campaigns and public relations efforts.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Fostered strong relationships with industry partners to expand business opportunities.
- Ensured regulatory compliance by developing robust policies, procedures, and internal controls.
- Established and maintained strong relationships with customers, vendors and strategic partners.
Senior Vice President, Relationship Manager
Northern California Commercial Banking, BBVA
Roseville, California
02.2013 - 12.2021
- Grew loan portfolio to over $750MM / Total loan commitments.
- Developed new middle market banking relationships with private and public entities with revenues up to $1B.
- Growth and retention responsibilities for existing client base.
- Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
- Sold and implemented a variety of treasury management solutions.
- Managed a diverse portfolio of commercial and municipal clients, ensuring optimal financial performance and risk mitigation.
Senior Vice President, Relationship Manager
Western Middle Market Banking, Comerica Bank
Sacramento, California
04.2007 - 01.2013
- Grew loan portfolio to over $500M in loan commitments.
- Developed new banking relationships with middle market companies in Northern California with revenues up to $700M.
- Networked with customers, prospects and partners at conferences and trade shows.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Monitored key business risks and established risk management procedures.
Education
Bachelor of Arts - Communication
CSU Sacramento
Sacramento, CA05.1988
Skills
- Portfolio Management
- Financial Statement Review and Analytical Skills
- Demonstrated B2B Sales Management Success
- Treasury Management Sales & Implementation
- Talent Development
- Management Team Leadership
- Excellent writing skills
- Experienced with Outlook, Word, Excel and Powerpoint
Timeline
CEO/Franchise Owner
ATC Healthcare
05.2023 - 07.2024
Senior Vice President, Relationship Manager
Northern California Commercial Banking, BBVA
02.2013 - 12.2021
Senior Vice President, Relationship Manager
Western Middle Market Banking, Comerica Bank
04.2007 - 01.2013
Bachelor of Arts - Communication
CSU Sacramento