Vice President - Relationship Manager - Sales
Greater New York City Area
Radius Bank
Vice President - Relationship Manager - Sales
One Harbor Street - Boston, MA 02210
MassMutual
Financial Services Professional
April 2013 to March 2014
Wells Fargo Bank
Regional Director
March 1997 to December 2012
US Trust
Relationship Manager
1988 to 1989
Irving Trust
Relationship Manager
1986 to 1988
Tokai Trust Company of New York
Director
1989 to 1997
Responsible for business development and relationship management of Union Organizations and Benefit funds for Depository and Cash Management products. Charged with overseeing and expanding the Massachusetts book of business and expanding the Bank’s presence beyond the Massachusetts into the rest of New England and upstate New York. Develop key relationships with centers of influence (TPAs, accountants and... Responsible for business development and relationship management of Union Organizations and Benefit funds for Depository and Cash Management products. Charged with overseeing and expanding the Massachusetts book of business and expanding the Bank’s presence beyond the Massachusetts into the rest of New England and upstate New York. Develop key relationships with centers of influence (TPAs, accountants and attorneys) throughout the territory. Assist with product and marketing improvements.
📖 Summary
Vice President - Relationship Manager - Sales @ Radius Bank Responsible for business development and relationship management of Union Organizations and Benefit funds for Depository and Cash Management products. Charged with overseeing and expanding the Massachusetts book of business and expanding the Bank’s presence beyond the Massachusetts into the rest of New England and upstate New York. Develop key relationships with centers of influence (TPAs, accountants and attorneys) throughout the territory. Assist with product and marketing improvements. One Harbor Street - Boston, MA 02210Financial Services Professional @ MassMutual Provide analysis of personal finances to help:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and needs. • Identify gaps, if present, and offer solutions to fill them. From April 2013 to March 2014 (1 year) Regional Director @ Wells Fargo Bank Vice President - Regional Director – Institutional Retirement and Trust - New England Region Senior Leader for the Institutional Retirement and Trust division. Responsible for managing 10 professionals overseeing Defined Contribution, Defined Benefit, Non-Qualified Executive, Government and Taft Hartley Plans, as well as Institutional Custody accounts including Endowments, Foundations and General Corporate assets. Established the strategies and incentives to promote client satisfaction, retention, growth initiatives and process improvement while building internal consensus to best serve the needs of the organization and clients. From March 1997 to December 2012 (15 years 10 months) Relationship Manager @ US Trust Financial Officer - Relationship ManagerOfficer charged with relationship planning and expansion for a group of major clients. Maintained up-to-date relationship plans, ascertained client needs and achieved the highest level of client satisfaction. Managed administrators, accountants, investment liaison and consulting staff in order to deliver superior client services and accomplish department goals. Participated in business development calls. From 1988 to 1989 (1 year) Relationship Manager @ Irving Trust Assistant Secretary - Employee Benefits Trust Department - Primary Employee Benefit Trust contact for a key group of Fortune 500 clients. Supervised and monitored product and service quality. Participated in the development of strategies for client retention, new business and product development with sales, marketing, and operations staff. From 1986 to 1988 (2 years) Director @ Tokai Trust Company of New York Senior Vice President – Director Corporate Financial Services Division Director. Responsible for strategic planning, sales and management of all trust and investment products, reporting directly to the Trust Company’s President. Created a de novo Employee Benefit Trust department. Established Collective Investment Trust Funds for use by retirement clients. Established sub-advisory relationships to manage investment funds. Managed Corporate Trust activities, including Bond and Short Term paper interest payments. From 1989 to 1997 (8 years)
What company does George Braden work for?
George Braden works for Radius Bank
What is George Braden's role at Radius Bank?
George Braden is Vice President - Relationship Manager - Sales
What industry does George Braden work in?
George Braden works in the Financial Services industry.
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
5 year(s), 6 month(s)
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