Summary
Overview
Work History
Education
Skills
Volunteer Experience
Publications
Accomplishments
References
Timeline
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Todd Saran

Todd Saran

Pleasant Hill,CA

Summary

I am a results-driven, innovative & adept leader with over 15 years of experience in the financial services industry. I have consistently surpassed goals for which I have been recognized with several prestigious awards. Most recently, I joined a team on pace to achieve 66% of goal; within 8 months I led the team to a historic 120% of goal and grew the Small & Medium Enterprises division's FX revenue by over 450%.

Overview

17
17
years of professional experience

Work History

Full Time Father/Caretaker

Self
Pleasant Hill, CA
09.2023 - Current

Although the pay is terrible, I love the people I work with.

  • Proficient at navigating and repairing disorganized and messy situations.
  • Increased laundry output by 300%
  • Excelled in organization, maintaining structure, patience, composure and creativity to create a positive environment for my son to learn and grow.

Senior VP FX Manager/Market Segment Leader

Bank of the West
San Ramon, USA
04.2022 - 09.2023
  • Supported over 400 employees across Commercial Banking, Wealth Management, Retail and Small & Medium Enterprises (SME)
  • Within 8 months, FX revenue increased by 450% for SME
  • Upon joining, the team was on pace to produce $9.5 million against a $14 million goal
  • With my new client acquisition initiatives, closed 2022 with a record $17 million in revenue

Senior Business Development Executive

Leyton USA
San Francisco, USA
07.2021 - 04.2022
  • Exceeded the 3-month ramp goal by 600% and set 2 all-time company records for both booked and attended meetings in my 3rd month at the company
  • I achieved 125% of my annual contract goal in 6 months and exceeded the President's Club target within 3 months

Senior Relationship Manager

Bank of the West
Oakland, USA
07.2018 - 01.2020
  • Exceeded commercial loan goal by 18%, deposit goal by 166%, and fee income goal by 40%
  • Established new key commercial banking relationships with C level executives and within 10 months grew portfolio from 60 to 78 clients

Founding Chief Financial Officer

Spaceback, Inc
San Francisco, USA
01.2016 - 12.2018
  • Exceeded commercial loan goal by 18%, deposit goal by 166%, and fee income goal by 40%
  • Established new key commercial banking relationships with C level executives and within 10 months grew portfolio from 60 to 78 clients

Multiple

Wells Fargo Bank
San Francisco, USA
03.2008 - 07.2018

Foreign Exchange Specialist

  • Finished 2015 at 105% of goal of $9.1MM and 110% against a $10M goal in 2016 and significantly grew inbound partner referrals.

Business Development Officer

  • Achieved over 100% of goal in credit revenue, deposit revenue, and partner cross-sell revenue, winning 3 awards for my performance in 2013 and 2014.

Retail Banking Specialist

  • Achieved 175% of goal, ranking #1 in District and Market and #3 in the Greater Bay Area Region (12).

Education

Bachelor of Arts - Leadership & Organizational Studies

Saint Mary's College of California
Moraga, CA

Skills

  • Collaborating
  • Customer Service
  • Effective Communication
  • Leadership
  • Motivation
  • Negotiations
  • Proactive Engagement
  • Team Building
  • Vision and Execution
  • Written Communication
  • Client Engagement
  • Cross Selling
  • CXO Interaction/ Sales
  • Executive Presentations
  • Foreign Exchange Trading & Sales
  • Process Improvement
  • Product & Service Recommendations
  • Prospecting
  • Strategic Partnerships
  • Strong Follow-Up
  • Trusted Advisor
  • Annual Reviews
  • Building and Maintaining Client Relationships
  • Customer Retention
  • Customer Satisfaction
  • Loan & Covenant Monitoring
  • Loan Processing
  • Loan Structuring
  • Loan Underwriting
  • Partner Management
  • Portfolio Management
  • Revenue Growth
  • Accounting & Finance
  • Analytics and Research
  • Banking/ Financial Services
  • Credit Analysis
  • Cross Border & Domestic Payments
  • Data Analysis
  • Financial Analysis
  • Financial Markets
  • Financial Modeling
  • Financial Operations
  • Financial Report Writing
  • FinTech
  • Global Payments
  • Market Research
  • Operations
  • Real Estate/ Mortgage
  • Spreadsheets
  • Strategic Planning
  • Adobe
  • Bloomberg
  • Google Workspace
  • Microsoft Office
  • Percent
  • Refinitiv Eikon
  • Salesforce
  • Slack
  • TechSoup
  • Wix

Volunteer Experience

Board Member/Treasurer

Oakland 68s | 05/2023 - 12/2024

Organization Overview: 

A 501(c)(3) charitable organization founded to drive community benefit and youth development through the love of sports in Oakland, CA.

  • Filed state and federal tax exemptions on behalf of the organization to maintain 501(c)(3) nonprofit status
  • Leveraged network to provide technology solutions including Google Workspace, TechSoup, Percent, Wix for nonprofits, and Adobe for nonprofits
  • Created a foundation of comprehensive corporate finance policies and financial infrastructure upon which the company is thriving today
  • Raised ~1M in funding and built a capitalization table with 77 investors, advisors, and equity owners while ensuring compliance with all relevant financial regulations and laws
  • Planned and organized Oakland Fans' Fest in 2024 which drew an estimate of 20,000 attendees and generated $60,000 for the organization
  • A 501(c)(3) charitable organization founded to drive community benefit and youth development through the love of sports in Oakland

Publications

The Nevada Independent, 10/2023, https://thenevadaindependent.com/article/nevadas-gamble-on-the-as-a-billionaires-quest-for-greener-pastures-in-a-desert

Accomplishments

  • Rainmaker Award• 09/2022 - Bank of the West
  • All-Time Record Performance • 01/2022 - Leyton, USA
  • Balanced Performer Award• 01/2015 - Wells Fargo
  • Top FX Partner Award• 01/2015 - Wells Fargo
  • Top FX Partner Award• 01/2014 - Wells Fargo

References

References available upon request.

Timeline

Full Time Father/Caretaker

Self
09.2023 - Current

Senior VP FX Manager/Market Segment Leader

Bank of the West
04.2022 - 09.2023

Senior Business Development Executive

Leyton USA
07.2021 - 04.2022

Senior Relationship Manager

Bank of the West
07.2018 - 01.2020

Founding Chief Financial Officer

Spaceback, Inc
01.2016 - 12.2018

Multiple

Wells Fargo Bank
03.2008 - 07.2018

Bachelor of Arts - Leadership & Organizational Studies

Saint Mary's College of California

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Todd Saran