Mike Turner

Wealth Advisor at Merrill Lynch

Role
Financial Advisor at Merrill Lynch
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mike Turner

50 years of experience in Banking and investment banking. Series 7 and 63 licenses. 18 years at Texas Commerce Bank Houston,(Chase),managing several divisions and Chairman of Texas Commerce Bank Greenway Plaza Houston.19••••92 President ofTeam Bank Houston, a $5 billion bank holding company that sold to Bank One in 1992 for $830 million. Manager of Corporate Banking and Investment Banking liaison for Bank One 19••••94. CEO of Mezzanine Capital for 5 years, Houston President of Regions Bank 20••••07, growing it from $220 million to $3 billion in size. Director of Finance University General Hospital in 2008, and Market President and Area President of Mutual of Omaha Bank Houston 1-15-09 through 8-21-18. I also served as the Hub President for Houston, Austin, and San Antonio for the Bank, and Manager of Florida’s $400 million presence in 3 cities. Our particular niches included middle market commercial and industrial companies throughout the Southwest.Board Affiliations: Best Cellars Cancer benefits, FEI charity, Honorary Chair for Crohn\'s and Colitis Winter Ball gala 2015,Assoc for Corporate Growth past Board member,Houston Symphony, currently advisory Director University of Texas MBA Investment Fund, UT Health School of Public Health; Texas Business Hall of Fame.Active with University of Houston, on U of H Banking Board,University of Texas, and Rice University.Lift Fund Board member.On Mayor Sylvester Turner’s Houston revitalization Board, Dome Energy Company public company Board, Private Hedge Fund Consultant in Houston.Specialties: Financial advisor and M&A consultant,Oil and Gas lending, Maritime/Marine financing, Multi-Family and Student Housing, C Store Financing nationwide, Oil Field Service, Healthcare;Assisted Living, Retail Real Estate, Hotels, Off- shore specialty vessels, Hedge Fund consultant, All middle market commercial and industrial credits in Texas for 50 years.I joined Merrill Lynch as a partner on the $3.5 billion TSPN Team in March of 2019 and am presently still there.

Experience

  1. Financial Advisor

    Merrill Lynch

    Mar 2019 — Present

Education

  • SMU Southwest Graduate School of Banking

    Banking Degree

    1980 — 1983

  • Lamar University

    Bachelor of Science, Accounting ,Pre-Law, Finance

    1969 — 1972

Skills

  • Banking
  • Loans
  • Small Business Lending
  • Credit Analysis
  • Real Estate
  • Credit Risk
  • Credit
  • Management
  • Commercial Banking
  • Commercial Mortgages
  • Retail Banking
  • Investment Banking
  • Commercial Lending

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Mike Turner — Financial Advisor at Merrill Lynch in Houston, TX, US | Unifers