Lisa Recupero
Senior Relationship Manager @ TD | Delivering Tailored Banking Solutions
- Role
- Senior Relationship Manager at TD
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lisa Recupero
Senior Relationship Manager dedicated to building trusted partnerships and delivering…
Experience
Senior Relationship Manager
Jun 2022 — Present · New York, NY, US
Partner with CFOs and Finance Directors at leading municipal and not-for-profit institutions to provide lending and liquidity solutions. Structure taxable and tax-exempt fixed or floating rate loans and connect clients to TD resources in treasury management, equipment financing, and underwriting to deliver strategies that strengthen organizations and communities.New York Region• Partner with prominent municipal borrowers including the City of New York, MTA, housing and mortgage agencies, transportation authorities, and universities• Support a diverse mix of not-for-profits such as schools, cultural institutions, and charitable organizations by aligning financing strategies with their missionsCentral & Southern U.S.(Eight States)• Manage client relationships with municipalities, higher education institutions, and healthcare organizations• Deliver solutions ranging from revolving credit facilities and letters of credit to customized taxable and tax-exempt direct loans
Skills
- Finance
- Derivatives
- Securities
- Bonds
- Capital Markets
- Bloomberg
- Fixed Income
- Valuation
- Debt
- Money Market
- Financial Modeling
- Investment Banking
- Portfolio Management
- Structured Products
- Municipalities
- Securitization
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