introducing your sales & account management team€¦ · product offering •commercial card...

Introducing Your Sales & Account Management Team

| gtb.scotiabank.com Global Transaction Banking | pg. 2

Global Transaction Banking: Commercial Card Sales Organization

Cam McPhail Director

US East

Laura Sailes

ON North &

GTA East

Irene Lauria

ON South &

GTA West

Sean Francis

Quebec & Atlantic

Adam Ferguson

Alberta, SK, MB

Jason Straw Ontario

Corporate

Darren Ing

US West + BC

Ted Trenholm

US East

Mandate

•Business development of new relationships •Introduction of new services – i.e. Payables Automation

•Program optimization - benchmarking & best practices •Growth in existing relationships / account retention

Coverage •Specific Geographic Markets •MUSHS Accounts for Commercial

Key Partners

Sales Mgr

•GBM RMs

•Commercial RMs & District V.P.

•Dual report to Regional Directors *

Account Mgr

•GBM RMs

•Commercial RMs

Product Offering •Commercial card for purchasing, travel, epayables

•Visa Performsource benchmarking resources

US and Canada West Ontario and GTA Quebec and Atlantic

Sales Commercial

and GBM *

Donna Marcucci Quebec &

Atlantic

Donna Freeman

US East

Don Manson

Alberta & SK

Shaun East

US West & BC

Acct Managers

Donna Freeman

ON & GTA

Shirley Cunningham

ON South &

GTA West

Sales Commercial

and GBM * Acct Managers Sales GBM * Acct Managers Acct Managers

Sales Commercial

and GBM *

Tom Cryan ON North &

GTA East

Commercial Card Sales Manager Commercial Card Account Manager

| gtb.scotiabank.com

Darren Ing

Senior Manager, Sales

Coverage: Western US & BC

Location: Vancouver

"The most important thing I do with clients is to listen to their needs and recommend the best solution that fits those needs and provides process improvements and efficiencies."

Global Transaction Banking | pg. 3

My goal is to help you make your program best-in-class.


Shaun East

Senior Manager, Client Account Management

Coverage: Western US & BC

Location: Vancouver

"The most important thing I do with clients is to develop a thorough understanding of their card program, and how it aligns with their company strategy, so that together, we can maximize the program's value to the company"




Adam Ferguson


Coverage: Alberta, Saskatchewan, Manitoba

Location: Calgary “The most important thing I do

for my clients is ensuring I engage the appropriate product or IT specialists throughout their evaluation process to provide the best information to allow them to make informed decisions.”




Don Manson


Coverage: Alberta, Saskatchewan

Location: Calgary "The most important thing I do

with clients is to help them fully utilize the Commercial Card program tools and industry best practices to ensure they are successful in achieving their ongoing expense management goals."




Laura Sailes


Coverage: Toronto East, Ontario North

Location: Markham "The most important thing I

do with clients and prospects is to provide an accounts payable analysis, which helps to identify opportunities available for creation of a program or the expansion of an existing program."




Tom Cryan


Coverage: Toronto East, Ontario North

Location: Toronto

" With my clients, if I'm authentic and live up my commitments, I believe I will be successful most of the time."




Irene Lauria


Coverage: Toronto West, Ontario Southwest

Location: Mississauga

“The most important thing I do with my clients is listen.”




Shirley Cunningham


Coverage: Toronto West, Ontario Southwest

Location: Toronto

“The most important thing I do for my clients is ...bring some fresh eyes, proven strategies and a consultative approach to their programs.”




Ted Trenholm


Coverage: Eastern US & Toronto

Location: Toronto

"The most important thing I do for my clients is provide them with the ability....and an effective solution to evolve to a lower cost, more efficient automated payable process that will provide greater visibility and control.”




Jason Straw


Coverage: Ontario Corporate

Location: Toronto

"I work hard for and communicate openly with my clients to ensure they receive excellent value for their decision to partner with Scotiabank!"




Donna Freeman


Coverage: Eastern US & Toronto

Location: Toronto

"The most important thing I do with clients is to ask them the right questions in order to understand their card program goals.”




Sean Francis


Coverage: Quebec, Atlantic

Location: Montreal

“The most important thing I

do with clients is build strong relationships through honesty and excellent customer service.”




Donna Marcucci


Coverage: Quebec. Atlantic

Location: Montreal

"The most important thing I do

with clients is respond with integrity to their commercial card requirements while partnering with them to improve and maximize the efficiency of their program"



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