Managing Director, Corporate & Investment Banking

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Position
Managing Director, Corporate & Investment Banking
Location Confidential
No
Location
New York City
Willing to Relocate
Yes
Industry
Financial-Banks-Investment&VentureCapital
Function
FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation
$400,000 to $800,000

Resume Summary
Accomplished leader with 25 years experience building and leading teams. Successful in using client-focused advisory services to help win transaction mandates. Led client relationship management teams to significantly exceed aggressive growth targets by focusing resources on highest priority clients.

Resume Body      MANAGING DIRECTOR, CORPORATE & INVESTMENT BANKING

MANAGING DIRECTOR - Corporate & Investment Banking Executive

Accomplished leader with 25 years experience building and leading teams. Successful in using client-focused advisory services to help win transaction mandates. Led client relationship management teams to significantly exceed aggressive growth targets by focusing resources on highest priority clients. Areas of expertise include

- Relationship Management
- Capital Markets
- Credit Facilities
- Financial Analysis
- Team Building/Leadership
- Talent Development/Coaching
- Partnering/Collaboration
- CFA Charterholder
- Strategy/Strategic Planning
- Change Management
- Problem Solving
- Document Negotiation

PROFESSIONAL EXPERIENCE

GLOBAL BANK HEADQUARTERED IN ASIA, New York, NY, May 2007 - March 2016

Managing Director, Head of Industrials & Diversified Industries, May 2013 - March 2016
Led team of senior bankers in covering Aerospace & Defense, Transportation, Machinery, Autos, Engineering & Construction, Chemicals, Paper & Packaging and Metals & Mining
- Achieved $112 million sales while transforming composition from credit to fee income
- Delivered 23% annual sales growth, including 46% sales growth in the year ended March 2016, while maintaining capital discipline and increasing returns
- Consistently exceeded individual and team targets for revenue, fee and net income growth
- Managed capital and risk/return to achieve 28% increase in return on capital

Managing Director, Head of Corporate Finance Advisory, Jan 2010 - May 2013
Built and managed team providing corporate finance advice and analysis across a broad spectrum of issues, including capital markets funding, optimal capital structure, debt capacity, rating analysis, pension funding, liability management, interest rate and currency risks
- Designed transition to sector-based coverage model to increase depth of client relationships, redefine U.S. business model and transition to hybrid banking platform
- Initiated, designed and drove adoption of Salesforce for managing client relationships
- Created process to focus team efforts on highest priority clients/fee opportunities, helping drive 80% increase in revenue and increasing fees from 23% to nearly 40% of total
- Created capital allocation methodology to give capital to bankers achieving highest returns
- Partnered with HR to create intern program and analyst pipeline, led intern/analyst recruiting
- Managed relationships with large cap companies in the Aerospace and Defense industry, exceeded net income target by over 200%, increased fee income more than 80%
- Managed cross-functional team in implementation of Salesforce CRM system

Executive Director, Jun 2009 - Jan 2010
Director/Vice President, May 2007 - May 2009
- Created and implemented process to increase response times for credit commitments, reducing approval time for large commitments by 60%
- Developed and delivered pitches across a spectrum of debt and risk management products to clients in the Northeast region
- Collaborated with product groups across the firm to provide solutions for capital raising, risk management and liquidity management needs
- Negotiated pricing and contracts with systems vendors, achieved 10% reduction in spend

FAMILY-OWNED BUSINESS Franklin, OH, May 2004 - May 2007
Co-Owner
Consolidated was a privately held retail and business services company with 35 employees in 3 locations generating over $5 million in annual sales.
- Involved in all aspects of management, including sales, IT, accounting and procurement
- Negotiated supplier contract and implementation of eAutomate ERP software

GLOBAL BANK HEADQUARTERED IN EUROPE New York, NY, Mar 2001 - Apr 2004
Associate, Investment Banking
- Coordinated across product teams, risk management and portfolio to deliver service to clients and market bank products, contributing to fee revenue in excess of $5 million
- Created and assisted in delivery of presentations for clients evaluating appropriate capital structure, debt capacity, liability management opportunities, and financing alternatives

MILITARY OFFICER EXPERIENCE

U.S. NAVY, Naval Flight Officer, May 1991 - Oct 1999

Defense Threat Reduction Agency, Washington D.C., Oct 1996 - Oct 1999
Treaty Operations Manager
- Led team of 30 to accomplish worldwide aerial observation missions
- Planned, coordinated and escorted first-ever Russian imagery collection mission over U.S.
- Directed over 100 personnel in conducting international aircraft certification

Fleet Air Reconnaissance Squadron Two (VQ-2) Rota, Spain, Jul 1993 - Oct 1996
Mission Commander, Systems Integration & Training Manager
- Led teams of 30 in conducting airborne reconnaissance missions during the Bosnia conflict
- Reorganized training, reduced time required from six months to two, saving $1 million
- Created and implemented performance tracking database; 10% productivity improvement

EDUCATION

THE OHIO STATE UNIVERSITY - The Max M. Fisher College of Business, 1999 - 2001
MBA, Finance; Exchange program at SDA Bocconi in Milan, Italy;

STRAYER UNIVERSITY , 1998 - 2000
M.S., Information Systems,

UNITED STATES NAVAL ACADEMY, 1987 - 1991
B.S.: Political Science, Minor: Russian,

CERTIFICATIONS AND SKILLS

CFA Charter Holder, FINRA Series 7, 24, 63, 79, Visual Basic (VBA), Data Analytics

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Managing Director, Corporate & Investment Banking

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Debugging Information
ColdFusion Server Enterprise11,0,19,314546
Template /ResumeDatabase/SiteMapping_index_byFunction.cfm
Time Stamp 15-Jun-21 09:46 AM
Locale English (US)
User Agent ColdFusion
Remote IP 192.168.1.49
Host Name 192.168.1.49


Execution Time

Total TimeAvg TimeCountTemplate
15 ms15 ms1top level D:\inetpub\wwwroot\ritesite.com\ResumeDatabase\SiteMapping_index_byFunction.cfm
15 ms15 ms1D:/inetpub/wwwroot/ritesite.com/ResumeDatabase/act/SiteMapping_indexAct.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/Application.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/ResumeDatabase/inc/SiteMapping_resumeResultDetailInc.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/ResumeDatabase/lcl/spSelectIndustriesAndPositionsByResumeID.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/ResumeDatabase/lcl/spSelectResumeByResumeID.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/gbl/execLoggedOff_SITEMAP.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/gbl/site.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/gbl/sitemapping_resume_index_header.cfm
0 ms0 ms1D:/inetpub/wwwroot/ritesite.com/gbl/sitemapping_site.cfm
0 ms STARTUP, PARSING, COMPILING, LOADING, & SHUTDOWN
15 ms TOTAL EXECUTION TIME
red = over 250 ms average execution time


Stored Procedures

SelectPostedResumeByResumeID (Datasource=RiteSite, Time=0ms) in D:\inetpub\wwwroot\ritesite.com\ResumeDatabase\lcl\spSelectResumeByResumeID.cfm @ 09:46:24.024
    
parameters
typeCFSQLTypevaluevariabledbVarName
 IN CF_SQL_VARCHAR FJEKFN4XZC5E  
 IN CF_SQL_INTEGER 1003  
    
resultsets
nameresultset
 rsSelectResumeByResumeID_1 1
 rsSelectResumeByResumeID_2 2
 rsSelectResumeByResumeID_3 3
 rsSelectResumeByResumeID_4 4
SelectIndustriesAndPositionsForResume (Datasource=RiteSite, Time=0ms) in D:\inetpub\wwwroot\ritesite.com\ResumeDatabase\lcl\spSelectIndustriesAndPositionsByResumeID.cfm @ 09:46:24.024
    
parameters
typeCFSQLTypevaluevariabledbVarName
 IN CF_SQL_VARCHAR FJEKFN4XZC5E  
    
resultsets
nameresultset
 rsSelectResumeByUserIDAndConceal 1


Scope Variables

Application Variables: applicationname=RiteSite 
CGI Variables: AUTH_PASSWORD= AUTH_TYPE= AUTH_USER= CERT_COOKIE= CERT_FLAGS= CERT_ISSUER= CERT_KEYSIZE=128 CERT_SECRETKEYSIZE=2048 CERT_SERIALNUMBER= CERT_SERVER_ISSUER=C=US, O=DigiCert Inc, CN=DigiCert TLS RSA SHA256 2020 CA1 CERT_SERVER_SUBJECT=C=US, S=Louisiana, L=LaPlace, O=Ritesite Custom Career Services Inc, CN=www.ritesite.com CERT_SUBJECT= CF_TEMPLATE_PATH=D:\inetpub\wwwroot\ritesite.com\ResumeDatabase\SiteMapping_index_byFunction.cfm CONTENT_LENGTH=0 CONTENT_TYPE= CONTEXT_PATH= GATEWAY_INTERFACE=CGI/1.1 HTTPS=on HTTPS_KEYSIZE=128 HTTPS_SECRETKEYSIZE=2048 HTTPS_SERVER_ISSUER=C=US, O=DigiCert Inc, CN=DigiCert TLS RSA SHA256 2020 CA1 HTTPS_SERVER_SUBJECT=C=US, S=Louisiana, L=LaPlace, O=Ritesite Custom Career Services Inc, CN=www.ritesite.com HTTP_ACCEPT= HTTP_ACCEPT_ENCODING=gzip,deflate HTTP_ACCEPT_LANGUAGE= HTTP_CONNECTION=close HTTP_COOKIE= HTTP_HOST=www.ritesite.com HTTP_REFERER= HTTP_URL= HTTP_USER_AGENT=ColdFusion LOCAL_ADDR=192.168.1.28 PATH_INFO= PATH_TRANSLATED=D:\inetpub\wwwroot\ritesite.com\ResumeDatabase\SiteMapping_index_byFunction.cfm QUERY_STRING=mode=detail&ResumeID=FJEKFN4XZC5E&executive=resumes&FunctionID=0&start=1&SITE_MAP_RESUMES_FILE=&SiteMapFunctionName=Finance&RequestTimeout=999999 REMOTE_ADDR=192.168.1.49 REMOTE_HOST=192.168.1.49 REMOTE_USER= REQUEST_METHOD=GET SCRIPT_NAME=/ResumeDatabase/SiteMapping_index_byFunction.cfm SERVER_NAME=www.ritesite.com SERVER_PORT=443 SERVER_PORT_SECURE=1 SERVER_PROTOCOL=HTTP/1.1 SERVER_SOFTWARE=Microsoft-IIS/8.5 WEB_SERVER_API= 
Cookie Variables: CFID=1193912 CFTOKEN=153687c8c1d3addf-A1609C2D-082D-7587-32CE90C5F24A4297 
Server Variables: coldfusion=Struct (10) os=Struct (5) 
Session Variables: cfid=1193912 cftoken=153687c8c1d3addf-A1609C2D-082D-7587-32CE90C5F24A4297 jobrecon=0 reconwindowsame=1 resultsperpage=20 rsdirectonly=0 rsjava_ok=1 rswindowsame=1 sessionid=RITESITE_1193912_153687c8c1d3addf-A1609C2D-082D-7587-32CE90C5F24A4297 urltoken=CFID=1193912&CFTOKEN=153687c8c1d3addf-A1609C2D-082D-7587-32CE90C5F24A4297 
URL Parameters: FunctionID=0 RequestTimeout=999999 ResumeID=FJEKFN4XZC5E SITE_MAP_RESUMES_FILE= SiteMapFunctionName=Finance executive=resumes mode=detail start=1 
Debug Rendering Time: 0 ms