Financial Services / Insurance: Commercial Banking

The banking team works with positions both vertically and horizontally within a banking organization.

On the Retail front, PEI expertise is inclusive of branch management, to regional management, to mortgage lending, to indirect lending.

In the Trust world, PEI areas of focus include employee benefits, personal trust, corporate/institutional trust; both in sales roles and in administration roles.

As for Commercial Lending - PEI works in opportunities of small business, middle market, corporate, international, leasing, cash management, public funds, credit analysis, and credit management.

And finally, on the Administration side - PEI concentration is in positions such as CEO, president, Chief Credit Officer, CFO, and numerous accounting/finance positions.

Recent Successful Searches:

1. Commercial Lending Manager
2. Commercial Real Estate Lender
3. Mortgage Lending Manager

Insurance

Property, casualty, workers compensation, and life/health lines of business are the focus of our insurance recruiting team. Our best successes are with people in commercial sales and marketing, claims, underwriting, loss control, and agency customer service professionals throughout the Great Lakes region. Our client companies include a wide range of carriers, brokers, and large independent insurance agencies.

Recent Searches Include:

Sales/Marketing

• Sales Producer - Large Regional Agency
• Sales Producer - Regional Bank
• Sales Associate - National Life/Health Carrier
• Director Sales & Marketing - Specialty Carrier
• Marketing Manager, Personal Lines - National P&C Carrier

Claims

• P&C Claims Team Leader - National Carrier
• Medical Malpractice Claims Supervisor - National Carrier
• Medical Malpractice Claims Rep - National Carrier
• P&C Claims Reps - National Carrier
• Resident Claims Rep - National Carrier
• Claims Rep, Trucking - National Carrier
• Resident Claims Rep - National Carrier

Underwriters

• Territory Underwriter - National Carrier
• Commercial Underwriter (2) - National Carrier
• Assistant Underwriter - Specialty Carrier

Investment Banking and Private Equity

In the Investment Banking world, from analyst to MD, whether the required product expertise is in M&A or LBOs, or the required industry knowledge is technology or industrials, our financial services team has the ability to find the right fit for your organization. Our financial services team also has a substantial presence in the Private Equity arena.

Recent Searches:

• Sr. Managing Director of Investment Banking - Generalist
• Managing Director - Healthcare
• Vice President of Investment Banking - Generalist
• Private Equity Associate - Real Estate
• Private Equity Associate - Consumer Products, Business Services
• Investment Banking Jr. Associate - Biotechnology
• Investment Banking Analyst - Technology