Edwin McMullen
@edwinmcmullen
Experienced enterprise relationship manager driving revenue growth and strategic client partnerships.
What I'm looking for
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
Relationship Manager
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.
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 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.
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.
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.
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.
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.
Positioned retirement solutions and educated 401(k) clients through seminars and targeted outreach to improve plan adoption and partner engagement across client locations.
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.
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.
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.
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.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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