Profile
Key advisor to the client in strategic and financial matters. Leads the Bank of America client team in the delivery of products and services appropriate to each client’s needs; by providing professional financial counsel and delivery of the breadth of financial resources of Bank of America and Merrill Lynch for Privately Owned Businesses from $15.0MM to $150.0MM in annual revenue.Greg is a Commercial and Industrial banking specialist with over 30 years of experience; working on all manner of transactions and clients ranging from multi national Wall Street institutions to Chicago's most notable private and closely held businesses. In addition to Greg’s corporate finance and commercial banking experience; Greg has experiencing in working with large single and multi-specialty physician groups and their ancillary healthcare investments; and has lead healthcare lending teams.
With Greg's breadth of experience he guides his team of product specialists to identify needs of clients and prospects then collaborates with the team to select and deliver the full range of Bank of America/Merrill Lynch's capabilities to meet the needs of the business.
Greg has a proven history for achieving client oriented results developed to help increase profitability and financial efficiencies through the full range of economic cycles. Greg has a track record for successfully developing and implementing financial products and services to meet the needs of clients, is founded on his ability to minimize risk by working closely with his customers and prospects to understand those clients objectives then structuring credit and treasury facilities that achieve client objective.
Specialties:
Specialize in the Commercial, Industrial and Professional Service sector and related ancillary businesses advising clients on operating platforms and structuring sustainable short, medium and long term leverage and equity capital base to assist in the firms long term viability
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LANGUAGES
English -
INDUSTRY FOCUS
- Healthcare & Physician Practices
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COMMUNITY
- My Block, My Hood, My City
- Year Up, Inc.
Meet the Team
With access to the global resources of Bank of America, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Christina Roundtree
Vice President
Treasury Sales Officer
Mary Ann Perico
Assistant Vice President
Sales Support Associate
Insights and Solutions
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