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MAUREEN MCDONAGH Wilmette, IL * [email protected] * h: 847-256-1966 * c: 312-505-6457 SENIOR BANKING EXECUTIVE WEALTH MANAGEMENT * PRIVATE BANKING * FINANCIAL PLANNING Client-focused senior-level Private Banker with extensive experience developing high net worth client relationships and referral networks. Delivers exceptional results through business development, client management, and strategic planning. Expert in cultivating and maintaining key relationships. Leverages core strengt hs and connections to develop new business, establish lasting banking relationsh ips, and secure strategic alliances. Presents, trust, estate and retirement planning, and investments to the professi onal segment. Mentors and advises colleagues and clients to ensure the delivery of comprehensive services of the entire Bank. Trusted Advisor and skilled negoti ator with the ability to achieve positive outcomes. Wealth Management Lending/Deposit Products Client Relationship Managemen t New Business Development Financial Analysis/Risk Assessments Leadership/Team Building Sales & Marketing Oversight Consultative Selling Trusted Advisor Strategic Sales Tactics Leads & Prospect Generation Negotiation Strategies Lines & Letters of Credit Asset Based Loans Note & Security Agreements. PROFESSIONAL EXPERIENCE U.S. Bank, Chicago, IL (2007 to 2010) VICE PRESIDENT, AFFLUENT PRIVATE CLIENT ADVISOR (2009 to 2010) VICE PRESIDENT, PRIVATE CLIENT GROUP (2007 to 2009) Selected to fill the role of a newly created position of Affluent Private Client Advisor (PCA) out of only six in the country; Charged with working with approx. 500 targeted group of sophisticated clients, through in-depth profiling, consul tative selling, and exceptional customer care. Scope of responsibilities include d lending, deposit products/services, investments and financial planning. Partne red with branch and other personnel to provide exceptional services to clients. Cold called, prospected, and referred $2M in investment business, booked $6M in new loans, and pre-qualified/referred $4M in mortgages. As a Private Banker, managed a portfolio of over 300 client relationships, cons isting of credit requirements of over $25M and 90 loans. Recognized for presenting best private banking proposal to clients in 2008. Successfully restructured problem loans, identifying situations where further d eterioration was expected. Exhibited an in-depth understanding of credit risks associated with business an d customized personal lending to a high net-worth client base. Provided advice, counsel, and high level customer service to meet the financial needs of clients. Evergreen Community Bank, Evergreen Park, IL (2005 to 2006) SENIOR VICE PRESIDENT Recommended by Vice Chairman of Bank to work as a Commercial Loan Officer for Ev ergreen Community Bank; responsible for soliciting new commercial business, exam ining, evaluating, and authorizing or recommending loan approvals and handling o ngoing portfolio management with a focus on pure business development with other small banks in the area.
Initiated and developed marketing plan to emphasize loans to/from independent b anks in the area. Used a referral network and conducted direct calling to generate new commercial business. Successfully garnered 14 banks to reliably use as participants in loans exceedi ng lending limits. Maureen McDonagh-page two Tawani Enterprises, Chicago, IL (2004 to 2005) FINANCIAL REPORTING Recruited by former client to deliver financial reporting on multiple not-for-pr ofit entities owned by private not-for-profit investment company. LaSalle Bank, Chicago, IL (2001 to 2002) Senior Vice President Recruited by Head of LaSalles Private Bank for a private banking position; respo nsible for managing some of the most sensitive and profitable banking relationsh ips within the market, as well as being directly responsible for the development of new business and providing management oversight duties related to credit. Secured over 50% of former clients from previous position with no solicitation of any kind. Grew loan portfolio from zero to $30MM in less than one year by cultivating int ernal bank sources, attracting previous long-term clients, and obtaining referra ls from existing clients. Helped Mortgage Loan Team when needed to underwrite and close more than $6MM in business. Recognized by management for closing more than $40MM in new investment business , providing bank with over $250M in fees annually. First Chicago Bank, Chicago, IL (1979 to 2001) First Vice President Nominated by senior management to market and service prestigious high net-worth clients. Secured the largest loan fee in Private Banking of $250M, first in banks histor y. Managed the largest portfolio of high net-worth business owners, including seve ral Fortune 500 company founders. Personally financed a complex real estate purchase by guiding client through pr operty tax issues, existing recording mistakes, and multiple commercial and resi dential owners. Earned sales awards over four consecutive years for successfully building lendi ng business. EDUCATION Bachelor of Arts, Humanistic Studies, St. Marys College, Notre Dame, IN Continuing Education, Master in Health Administration, Gerontology PROFESSIONAL DEVELOPMENT & CERTIFICATIONS Graduate, Commercial Lending Training Program, First Chicago Bank Certified Financial Planner (CFP), inactive Graduate, ABA National Trust School, Northwestern University, 1995 Series 6 and 63 Securities Licensed, inactive
Sales and Negotiations classes
Initiated and developed marketing plan to emphasize loans to/from independent b anks in the area. Used a referral network and conducted direct calling to generate new commercial business. Successfully garnered 14 banks to reliably use as participants in loans exceedi ng lending limits. Maureen McDonagh-page two Tawani Enterprises, Chicago, IL (2004 to 2005) FINANCIAL REPORTING Recruited by former client to deliver financial reporting on multiple not-for-pr ofit entities owned by private not-for-profit investment company. LaSalle Bank, Chicago, IL (2001 to 2002) Senior Vice President Recruited by Head of LaSalles Private Bank for a private banking position; respo nsible for managing some of the most sensitive and profitable banking relationsh ips within the market, as well as being directly responsible for the development of new business and providing management oversight duties related to credit. Secured over 50% of former clients from previous position with no solicitation of any kind. Grew loan portfolio from zero to $30MM in less than one year by cultivating int ernal bank sources, attracting previous long-term clients, and obtaining referra ls from existing clients. Helped Mortgage Loan Team when needed to underwrite and close more than $6MM in business. Recognized by management for closing more than $40MM in new investment business , providing bank with over $250M in fees annually. First Chicago Bank, Chicago, IL (1979 to 2001) First Vice President Nominated by senior management to market and service prestigious high net-worth clients. Secured the largest loan fee in Private Banking of $250M, first in banks histor y. Managed the largest portfolio of high net-worth business owners, including seve ral Fortune 500 company founders. Personally financed a complex real estate purchase by guiding client through pr operty tax issues, existing recording mistakes, and multiple commercial and resi dential owners. Earned sales awards over four consecutive years for successfully building lendi ng business. EDUCATION Bachelor of Arts, Humanistic Studies, St. Marys College, Notre Dame, IN Continuing Education, Master in Health Administration, Gerontology PROFESSIONAL DEVELOPMENT & CERTIFICATIONS Graduate, Commercial Lending Training Program, First Chicago Bank Certified Financial Planner (CFP), inactive Graduate, ABA National Trust School, Northwestern University, 1995 Series 6 and 63 Securities Licensed, inactive
Sales and Negotiations classes
