MAUREEN MCDONAGH

Wilmette, IL * mm111afcc@westpost.net * 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