James Liddell
Troy,Michigan
Summary
Dynamic finance professional with a proven track record at First Interstate Bank, excelling in financial analysis and customer service excellence. Expert in investment strategy and contract management, successfully increasing market share by 7% through innovative sales initiatives. Adept at streamlining operations and enhancing client satisfaction, driving organizational success.
Overview
48
48
years of professional experience
Work History
Manager - Bond Investment; Ag Credit
First Interstate Bank
Portland, OR
07.1977 - 06.2025
- Responsible for the management of cash-equivalent bank assets,
- Responsible for agricultural credit finance services for a regional market are in OR
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Managing Member; Officer; Finance & Surety
Fryer Noble Company
Seattle, WA
08.2014 - 04.2025
- Responsible for the financial operations, surety, and compliance of the company,
- Areas of authority include, but limited to, contract engagement, contract management and administration; labor support and all areas of compliance.
- Advised members on investments, asset allocation, and risk management activities.
- Streamlined communication channels, improving information flow and decision-making speed.
- Analyzed business performance data and forecasted business results for the ownership..
- Delegated work to staff, setting priorities and goals.
- Analyzed market trends and competitor activity to inform business strategy.
- Developed and implemented strategic plans to achieve company objectives.
- Negotiated contracts and agreements with vendors and suppliers to reduce costs.
- Negotiated contracts and agreements with vendors and partners.
Sales Manager
First Data - Meridian Group
Seattle, WA
07.2002 - 11.2011
- Responsible for regional merchant banking services for mid-level to large entity accounts
- Market share grew by 7% on sales grow of 29 % during my tenure
- Performed sales consultations and educated clients on products and services,
- Delivered sales presentations focused on offerings and unique advantages over competitors.
- Used change methodologies to increase sales and led projects for increased productivity.
- Assisted senior management in developing long-term strategic goals for the company's growth.
- Implemented process changes to streamline sales department workflow.
Associate
Boeing Aerospace
Seattle, WA
11.1987 - 06.1991
- The program development manager with Community Connections, the company's community relations group, was responsible for co-creating a regional cause-related marketing program in support of their philanthropic commitments to community organizations.
- Co-Created, developed, executed and managed a public / private partnership for a community technology access and education program in partnership between the company, Department of Education, City of Seattle - Technology Access Group and Connect a private non-profit organization, that provided community access and educational program to 15 underserved communities within Seattle community centers and public housing
Associate
The Scott Agency
Kirkland, WA
08.1982 - 09.1987
- Responsible for personal and group life and health insurance sales for the agency.
- Responsible for commercial surety sales
- Engaged customers in friendly, professional dialogue to determine needs.
- Analyzed sales data to identify trends and adjust sales strategies accordingly.
- Adapted sales strategies based on customer interactions and feedback to improve results.
- Assessed customer needs to provide assistance and information on product features.
- Developed promotional strategies to increase sales volume.
Education
Bachelor of Arts - Business; Finance
Washington State University
Pullman, WA06-1977
Skills
- Financial analysis and market research
- Contract and risk management
- Investment strategy
- Customer service excellence
Affiliations
- I love spending time with family and friends play golfing ,skiing and fishing... Hiking & backpacking, gardening and going to concerts in the spring & summertime
Timeline
Managing Member; Officer; Finance & Surety
Fryer Noble Company
08.2014 - 04.2025
Sales Manager
First Data - Meridian Group
07.2002 - 11.2011
Associate
Boeing Aerospace
11.1987 - 06.1991
Associate
The Scott Agency
08.1982 - 09.1987
Manager - Bond Investment; Ag Credit
First Interstate Bank
07.1977 - 06.2025
Bachelor of Arts - Business; Finance
Washington State University
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