Michael Kennedy
Third Party Treasury Management Consultant & Financial Institution Sales Advisor at Independent Practitioner
Based in Portland, United States
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Seniority
Staff
Department
Other
Location
Portland
Industry
Financial Services
Company size
8
Contact information
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m•••••••@independentfinancialpractioner.com
Phone
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Background
About Michael Kennedy
Highly experienced financial services client manager and sales professional with a strong record of developing and managing successful relationships. Consistently recognized for improving organizational effectiveness and efficiency while focusing on customer satisfaction and loyalty. A contributing member of teams as both a formal and informal leader, mentor, and motivator in environments requiring a creative, common sense, big-picture thinker and strategist. A proven producer focused on growing revenues while increasing organizational productivity, profitability, and results by both growing existing client relationships and identifying and securing new clientele. Highly attuned to identifying business development opportunities and making referrals across multiple product and business segments. Serve as main liaison between client and bank, determining overall needs and then defining opportunities to improve working capital through maximizing cash, improving costs and efficiencies, managing risk and achieving strategic benefits. Design and deliver customized solutions to increase deposit, non-interest income and long term relationship growth.
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