Thomas W. Lewis
New York,NY
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 12 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
19
19
years of professional experience
Work History
Global Relationship Manager
Salesforce Financial Services
02.2019 - Current
- Key Clients: New York Stock Exchange, Morgan Stanley, BlackRock, Goldman Sachs, J.P. Morgan
- Manage and lead large enterprise-wide deal cycles from beginning to end, including the building and presenting of value proposition, ROI/business value calculations and conducting deal negotiations
- Communicate daily with clients to understand needs, evaluate current product use, cross-sell new products, respond to inquiries and resolved complaints to establish trust and increase satisfaction
- Develop and cultivate lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- 4X MVP in Salesforce Banking and Wealth Mgmt Division
VP Client Partnerships
Vimeo
02.2017 - 01.2019
- Managed and developed strategic client relationships for the world’s largest Fortune 500 companies
- Re-energized stagnant client portfolio, boosting revenue by 18% in first year
- Spearheaded the expansion of services into previously untapped market sectors, attracting 50+ new high-value clients in two years
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits
Relationship Manager - Enterprise Banking
Google
05.2013 - 01.2017
- Worked closely with Fortune 500 financial services companies to build close relationships and cross-sell Google's Cloud Platform, data and analytics
- Key Clients: J.P. Morgan, Citi, Blackstone, Vista Equity Partners, Thoma Bravo
Investment Banking Associate
Credit Suisse
11.2009 - 04.2013
- Spearheaded financial modeling for M&A transactions exceeding $750 million, assisting in timely completion and client satisfaction
- Performed in-depth due diligence checks for prospective clients, improving project success rate by 10%
- Conducted valuation contributing to a 20% success rate in corporate finance deals worth $500 million
Investment Banking - Analyst
J.P. Morgan
07.2007 - 10.2008
- Oversaw the planning and implementation of private equity investments, leading to a 25% increase in portfolio value
- Performanced a critical role in a $2 billion M&A deal which enriched the firm’s corporate finance portfolio
- Skilled in advanced valuation techniques contributing in 15% higher evaluation of prospective business deals
Treasury Analyst
New York Stock Exchange
06.2005 - 08.2007
Education
Bachelor of Arts - Business Management
Gettysburg College
Gettysburg, PA05.2007
Skills
- Relationship Management
- Banking
- Client Acquisition
- New Business Generation
- Business Relationship Cultivation
- Attention to Detail
Timeline
Global Relationship Manager
Salesforce Financial Services
02.2019 - Current
VP Client Partnerships
Vimeo
02.2017 - 01.2019
Relationship Manager - Enterprise Banking
Google
05.2013 - 01.2017
Investment Banking Associate
Credit Suisse
11.2009 - 04.2013
Investment Banking - Analyst
J.P. Morgan
07.2007 - 10.2008
Treasury Analyst
New York Stock Exchange
06.2005 - 08.2007
Bachelor of Arts - Business Management
Gettysburg College
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