Lloyd B. Email & Phone Number

SVP, Relationship Manager REITs and Institutional CRE @ Citizens

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Lloyd B. Location

Boston, MA, US

Lloyd B. Work

SVP, Relationship Manager REITs and Institutional CRE @ (December 2025 - Present)
Managing Director - Middle Market Commercial Banking @ (January 2025 - December 2025)
Managing Director - North American Real Estate @ (January 2020 - January 2024)
Director - North American Real Estate @ (January 2016 - January 2019)
Vice President - North American Real Estate @ BMO Capital Markets (January 2011 - January 2015)
Senior Associate - Real Estate, Construction and Engineering, and Building Products @ (January 2008 - January 2010)
Associate - Real Estate, Construction and Engineering, and Building Products @ (January 2006 - January 2007)
Associate @ (January 2002 - January 2005)
Analyst - Energy and Power Group @ (January 2001 - January 2002)

Lloyd B. Education

Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) (Finance, General)
2008-2010
Kenyon College
Bachelor of Arts - BA (Economics)
1997-2001

Lloyd B. Skills

Account Penetration
Ad Hoc Analysis
Attention to Detail
Balance Sheets
Bank Relationship Management
Business Acumen
Business Development
Business Process Improvement
Business Relationship Management
Capital Budgeting
Capital Markets
Cash Flow Lending
Change Management
Client Development
Client Prospecting
Collaborative Leadership
Collaborative Problem Solving
Collateral
Commercial Real Estate
Complex Transactions
Compliance Management
Construction Loans
Credit Agreement Negotiation
Credit Portfolio Management
Credit Rating
Credit Risk Management
Credit Underwriting
Cross-Selling
Customer Relationship Management (CRM)
Customer Service
Deals
Debt Restructuring
Development Sites
Document Review
Documentation
Due Diligence
Emerging Trends
Employee Training
Executive Level Relationship Building
Executive-level Communication
Financial Analysis
Financial Forecasting
Financial Modeling
Healthcare Real Estate
Independent Contributor
Industrial Real Estate
Influence At All Levels
Interpersonal Skills
Leadership
Legal Compliance
Lending
Liquidity Risk Management
Loan Closing
Loan Covenants
Loan Modifications
Loan Negotiation
Loan Origination
Loan Syndications
Mortgage Lending
Multitasking
Negotiation
New Business Development
New Business Opportunities
New Customer Acquisitions
Originating
Originations
Portfolio Management
Presentation Skills
Presentations
Project Management
Public Markets
Real Estate Due Diligence
Real Estate Lending
Real Estate Syndications
Real Estate Transactions
Regulatory Compliance
Regulatory Reporting
Relationship Banking
Relationship Building
Revenue & Profit Growth
Revenue Enhancement
Risk Analysis
Strategic Analysis
Strategic Initiatives
Team Leadership
Tenacious Work Ethic
Training
Underwriting
manufactured housing community financing
multi-family real estate

Lloyd B. Summary

Lloyd B., based in Boston, MA, US, is currently a SVP, Relationship Manager REITs and Institutional CRE at Citizens. Lloyd B. brings experience from previous roles at Webster Bank and BMO Capital Markets. Lloyd B. holds a 2008 - 2010 Master of Business Administration (MBA) in Finance, General @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Account Penetration, Ad Hoc Analysis, Attention to Detail, Balance Sheets, Bank Relationship Management and more. Lloyd B. has 1 emails and 1 mobile phone numbers on RocketReach.