Open to opportunities

Edwin McMullen

@edwinmcmullen

Message

Experienced enterprise relationship manager driving revenue growth and strategic client partnerships.

United States

Message

What I'm looking for

I seek a senior role in enterprise relationship management or business development where I can build C-level partnerships, drive revenue growth, and lead consultative sales initiatives.

I am an enterprise relationship manager with 20+ years of experience in relationship management, business development, and sales within financial services and payments.

I have managed large portfolios, including oversight of a $4 billion client portfolio and $4 million in annual revenue, while building C‑level relationships and executing consultative sales strategies that drove portfolio growth and retention.

My track record includes Presidents Club recognition, top rankings in renewals and cross sales, closing major partnerships (including an exclusive merchant services agreement with a $650M-asset bank), and consistently exceeding performance metrics using CRMs like Salesforce and Siebel.

I combine technical and business acumen with a client-first ethos to identify solutions, negotiate contracts, and integrate enterprise products to improve client efficiency and profitability.

Experience

Work history, roles, and key accomplishments

Current

Relationship Manager

Current

Fiserv / First Data Merchant Services

Jan 2017 - Present (8 years 9 months)

Managed a $4B portfolio across New England and New York representing $4M annual revenue; grew portfolio 8%, exceeded forecasts, negotiated renewals, and led cross-sell initiatives that earned Presidents Club 2022 and top renewal/cross-sell rankings.

Relationship Management Strategic Sales Account Management Consultative Selling Salesforce Contract Negotiation Portfolio Growth

Account Executive

Worldpay / Citizens Bank Merchant Services

Jan 2012 - Dec 2016 (4 years 11 months)

Developed strategic partnerships and secured exclusive merchant services deal for a $650M-asset minority-owned bank; managed territory across Massachusetts and closed merchant processing deals from Florida to Maine while exceeding performance metrics.

Business Development Partnership Development Consultative Selling Salesforce Territory Management Cross Selling

Business Development Officer

Sovereign Bank

Nov 2010 - Jan 2012 (1 year 2 months)

Sourced commercial lending and equipment lease opportunities, implemented targeted marketing and networking strategies, and used consultative selling to retain and expand portfolio revenue and profitability.

Commercial Lending Business Development Sales Strategy Networking Consultative Selling Portfolio Management Client Acquisition

Founder / IT Consultant

Advanced Network Management

Sep 2009 - Nov 2010 (1 year 2 months)

Founded an IT services business providing network, security, remote management, and backup solutions and negotiated contracts with clients including a specialized school for children with autism.

Network Management IT Security Remote Management Backup Solutions Service Delivery Vendor Management

Personal Banker

Citibank

Jul 2007 - Sep 2008 (1 year 2 months)

Proactively sourced clients, expanded customer relationships, and drove deposit growth contributing 35% of branch deposits while consistently exceeding sales quotas in the New England region.

Retail Banking Client Acquisition Deposit Growth Sales Target Achievement Cash Management Relationship Building Financial Advisory Networking

Client Manager, AVP

Bank of America

Mar 2006 - Jul 2007 (1 year 4 months)

Managed over 300 clients with $125M in assets, delivered complex cash management and credit solutions, and achieved top rankings including #7 nationally for new client assets and 200% of new asset goals.

Wealth Management Cash Management Client Acquisition Financial Advisory Business Planning

Financial Representative

Fidelity Investments

Mar 2003 - Mar 2006 (3 years)

Designed client portfolios using mutual funds, annuities and managed products, executed business development plans and closed $45M of new client business over a six-month period, closing 88% of identified assets.

Mutual Funds Business Development Sales Closing CRM Client Seminars Prospecting

401K Representative

Fidelity Investments

Mar 2001 - Mar 2003 (2 years)

Positioned retirement solutions and educated 401(k) clients through seminars and targeted outreach to improve plan adoption and partner engagement across client locations.

Client Seminars Relationship Management Positioning)Partner Engagement Presentation Skills Prospecting Positioning

Mutual Fund Accountant

PFPC Global Funds

Jul 2000 - Jan 2001 (6 months)

Processed daily domestic and international mutual fund transactions for funds totaling $1B, performed share reconciliation with custodians and multinational banks, and maintained accurate fund accounting records.

Reconciliations Domestic & International Funds & Compliance Reporting

Financial Advisor

American Express

Aug 1999 - Mar 2000 (7 months)

Advised clients on mutual funds, insurance, and trust products, built long-term client relationships through networking and outbound outreach, and managed client accounts to meet financial needs.

Financial Advisory Mutual Funds Client Relationship Management Prospecting Client Servicing Networking

Teaching Assistant

UMass Lowell

Mar 1995 - Mar 1998 (3 years)

Supported computer science instruction and assisted faculty with coursework and student mentoring during undergraduate studies.

Computer Science Education Mentoring Grading Communication Tutoring

Education

Degrees, certifications, and relevant coursework

University of Massachusetts Lowell

Business Management (Finance concentration)

1994 - 1999

Activities and societies: Teaching Assistant (Spring 1995 to Spring 1998)

Completed a Business Management program with a Finance concentration, developing financial analysis, management, and securities knowledge applicable to banking and corporate finance.