Entire Resume: MBA, CPA
SUMMARY
Proven Senior Corporate Lending Professional with broad capital markets experience in senior debt, mezzanine and equity investments working in strructured finance and venture capital groups. Recognized for execution of complex financial solutions, relationship building at an executive level, and technical expertise. Specific areas of experience include:
Origination and Structuring
Debt Management /Workouts
Executive Level Client Relationship Management
Structured Finance / Leasing
Syndication/ Securitization
Financing Program Management
PROFESSIONAL EXPERIENCE
NORTEL NETWORKS INC., Richardson, Texas 2000 October, 2008
Senior Manager, Structured Finance
Origination, structuring, portfolio management, arrangement, workout and syndication of U.S. and Latin American debt facilities ranging in size from $25M to $525M. Portfolio management and liquidation of equity investments. Managed banking/leasing/export credit agency relationships relating to the syndication and arrangement of senior debt, leases and equity facilities to middle-market and emerging companies. Transaction support for real estate group.
Closed an amendment to a multi-lender $525M senior secured debt facility for a $2.5B publicly held wireless company prior to bankruptcy that materially improved senior debt holders position.
Led negotiations as a preferred stock holder during merger of a customer, driving terms under stockholder indemnification agreement that resulted in up-front financial reporting of 93% of total $10M gain on sale.
Key contributor in the restructuring of a complex, multi-lender US $400M credit facility to a distressed, wireline company in Brazil with subsequent sale to financial investors.
Sold $450M in Latin American and US senior debt facilities: $200M with an increase in price of 10% over a three-month period and $100M in defaulted paper sold at a 10% relative premium to market.
Led successful launch within compressed time period and oversaw management of first distribution finance program to over 1,200 partners. Sales from partners signed on to the program increased by 40% within first six months of launch.
Key member of an executive team that selected a financial partner and negotiated a new North American small-ticket leasing program.
ERICSSON, INC, Richardson, Texas 1993 2000
Manager, Structured Finance, Treasury (1995 2000)
Originated, managed and syndicated highly competitive project financings and equity arrangements to emerging companies ranging in size from $2M to $150M in support of telecommunication equipment purchases.
Executed a financing arrangement with a key customer which secured the single largest telecommunications equipment contract for new accounts valued at $300 million, resulting in the termination of an active supply contract with a leading competitor.
Negotiated and documented a convertible preferred stock back-up commitment resulting in a sales contract valued at approximately $100M.
Negotiated, structured and documented a $40M debt to equity conversion leading to the full release of alleged claims valued in excess of $50M.
Chosen by Chief Financial Officer for special multi-disciplinary training program for a select group of finance managers across the globe.
Key contributor in the auction of a $120M credit facility sold at a premium to par.
Underwriter (1993 1995)
Portfolio management and underwriting of senior debt portfolio to emerging telecommunication companies.
PRIOR EMPLOYMENT
BANK OF AMERICA Assistant Vice President, Corporate Lending and Venture Capital
ERNST & YOUNG Staff Auditor
EDUCATION
MBA - UNIVERSITY OF TEXAS AT AUSTIN McCombs School of Business. 1982
CPA - Certified Public Accountant
BBA - TEXAS TECH UNIVERSITY
Honors: Mortar Board and Phi Kappa Phi
Keywords: Treasury, customer financing, corporate lending, asset management, real estate, telecommunications, distribution finance, leasing program management, syndication, debt origination, syndication, credit management, risk management |
