Ian McKay

Business Banking Client Manager @Sunflower Bank, N.A.

Glendale, AZ, US
MOBILE NUMBERS
+19•••••••56

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WORK HISTORY

Feb 2023 — Present

Business Banking Client Manager @Sunflower Bank, N.A.

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Scottsdale, AZ, US

Identified and generated new markets, prepare written evaluations, presentations and recommendations, as well as coordinated closings• Responsible for the complete credit process through package collection, credit spread/loan write-up, loan pricing and structure, document processing, covenant management and portfolio management• Initiate business/commercial real estate/asset-based C&I, credit facilities, depository services and cash management services• Network with centers of influence to achieve collaborative partnership

EDUCATION

2001 — 2006

California State University, Chico

Bachelor of Business Administration (B.B.A.), Marketing

2011 — 2013

UC Irvine

Certificate Program, Financial Planning and Services

SKILLS

Tax PlanningFixed IncomeRetirement PlanningFinancial AnalysisDisability InsurancePremium FinancingInvestmentsFinancial ReportingCreditFinancial ModelingLong Term Care InsurancePortfolio ManagementBankingRisk ManagementFinancial AdvisoryAthlete DevelopmentFinancial ServicesSalesforce.comInvestment ManagementClient Relationship ManagementCommercial LendingFinancial PlanningLife InsuranceFinancePlanning Budgeting & ForecastingEstate PlanningSeries 66Financial AccountingSeries 7Marketing StrategyHigh Net Worth IndividualsBusiness PlanningAsset Management

ABOUT IAN MCKAY

17 year banking veteran focused on helping Business Owners navigate Commercial Banking…

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