Emily E. Gallup
abg51q@r.postjobfree.com
Cross-border Project Finance Professional
Accomplished microfinance debt fund project manager with an established
record of outstanding fund design, development, execution and management
with expertise in domestic, European and Latin American transactional and
jurisdictional issues. Passionate, forward-thinking team leader offering
expansive, cross-functional, "multi-hat" qualifications and experience
combining a 360 project focus and results driven, team-oriented
stakeholder relationship management. Innovative and exceptional management
of project challenges with a "personal touch" style, furthering partnership
with both investors (DFI, NGO, NPO, Corp., Trust, & HNWI) and MFIs (Banco,
NBFI, NGO, & NPO) to successfully meet project timelines.
Core Competencies
Dynamic & insightful team leadership
Thorough & anticipatory project management
Detailed & proactive contract management
Facilitative stakeholder relationship management
Latin American legal/contracting proficiency
Contracts & agreements drafting & negotiation
Special purpose debt fund design & development
Specialized project finance & DFI expertise
Professional Experience
Sabbatical - Southern Europe & Chesapeake, VA
5/2010 - 6/2011
3 Travel and backpacking, Time with family
Global Partnerships - Seattle, WA 7/2007 -
4/2010
Dynamically growing and innovative leader in Social Investment focused on
Latin American Microfinance Plus dedicated to expanding opportunity for
people living in poverty and providing leadership in the fight against
global poverty.
DIRECTOR OF INVESTMENT OPERATIONS (1/2009 - 4/2010)
. Facilitated and managed transactional and documentation processes in the
design, development and establishment of Fund, including Fund financial
model and projections, Fund legal entity creation, Private Placement
Memorandum drafting and distribution, legal and transactional aspects of
investor relations, especially DFI Project Finance transactions,
drafting Note documentation, and Fund Closing.
. Directed Fund transactional and documentation processes on MFI investment
side, including securing and managing all legal counsel relationships,
researching and establishing policies addressing jurisdictional Fund
operating legalities, as well as coordinating legal due diligence,
designing and adapting MFI loan documents at the local level, contract
negotiation, closing and disbursement and ongoing servicing activities
through close-out, including waivers and modifications.
Key Accomplishments:
> Designed, executed and codified detailed jurisdictional legal and
regulatory research project, directly shaping lending and management
policies and creating tangible value for GP with investors, MFIs and
external lenders.
> Originated and supervised innovative permanent periodic undergrad and
law student extern programs with area universities, adding valuable
staffing resources while increasing the prominence of the GP brand in
the community.
> Standardized Fund investment, operations and management policies,
procedures and documentation for US & LatAm operations, ensuring
operational continuity and adaptability.
INVESTMENT OPERATIONS ASSISTANT (7/2007 -
12/2008)
. Managed quarterly analysis and reporting of Borrowers to assess
compliance with financing agreements and to mitigate risk and supervised
team responding to compliance issues including waivers of loan
covenants, appropriate amendments to financing agreements, and
collateral issues.
. Contributed to the assessment of project developmental effectiveness,
management information needs and development of relevant information
tools.
Key Accomplishments:
> Designed, executed and presented to Executive Committee a MIS needs
assessment and enterprise solution for LatAm Programs aimed at
reducing time lag for quarterly reporting, centralizing
organizational information, eliminating user error and automating
regular periodic correspondence.
> Provided key operational support and legal research assistance to
Team during difficult MFI potential default situation resulting in GP
remaining in autonomous and stronger legal position in local
jurisdiction versus other Lenders in Lenders Group.
Sabbatical - London, UK 10/2006
- 5/2007
5 Travel, Accredited Mediator Training, Investment Banking Contract Work
Accredited Mediator, Bar Council of England & Wales Civil Mediation
Council, UK 3/2007
Wilbanks, Smith & Thomas Asset Management - Norfolk, VA 6/2004 -
10/2006
Leading East Coast asset management, investment advisory and wealth
management firm with $1.4 billion assets under management.
CLIENT SERVICE SPECIALIST
. Client Liaison on Management Team servicing 460 Accounts with $420
Million under Management, firm's largest client portfolio and second
largest AUM.
. Produced individualized performance reporting, monitored portfolios for
Compliance, allocation and ensured targeted cash flows. Led firm-wide
transition to new reporting software.
Key Accomplishments:
> Chosen by Managers to be retirement education specialist for plans
serviced by entire firm, traveling solo, preparing and conducting
retirement planning seminars for groups of 10 to 300 for managed
defined benefit plans, several bilingual, bringing retirement
education to previously unserviced workforce demographic.
Secured NASD Series 65 License. Chartered Financial Analyst Candidate,
Level 1
First Investors Corporation - Edina, MN 5/2002
- 11/2002
First Investors Corporation managing $7 billion in mutual funds and
insurance products through 120 offices nationwide.
FINANCIAL SERVICES SALES
Secured NASD Series 6 and 63 Licenses, Minnesota Life, Accident Health
Insurance License
BancSource Mortgage - Edina, MN 1/2002 -
5/2002
Mortgage broker specializing in residential lending serving the Greater
Twin Cities Metro.
LOAN CONTRACT NEGOTIATION & CLOSING
EDUCATION
BSc International Affairs / Economics, Cum Laude Florida State
University 4/2002
> Golden Key National Honor Society
> International Society of Collegiate Scholars
> Mortar Board National Honor Society
Culinary Arts Johnson & Wales University
6/1998
> Full Academic Scholarship CCAP
> Presidential Scholastic Merit Award Scholarship
LANGUAGES
Spanish: Castilian & Latin American (proficient, including accounting
& legal/contract terminology in various jurisdictions)
Previous study in French, Italian, Serbo-Croatian & American Sign Language
Volunteer Highlights
Convergences 2015 3rd Forum: Participant & Volunteer - Paris, FR
2010
University of Washington Undergraduate Microfinance Career Mentor
2009-2010
Pacific Northwest Microfinance Conference: Participant & Collaborator -
Seattle, WA 2009-2010
Microfinance & Microbrews: Participant & Collaborator - Seattle, WA
2009-2010
United Way King County Free Tax Campaign: Volunteer Tax Preparer - Seattle
Downtown 2007-2010
Seattle Youth Garden Works Fundraising Campaign: Events Support - Seattle,
WA 2007
MicroFinance Club UK: Member
2006-2007
Rock and Roll Half Marathon: Fundraiser/Participant - Virginia Beach, VA
2005-2006
INTERESTS
Economic Justice & Anti-Human Trafficking
REAL FOOD Campaign & Weston A. Price Foundation Member
Global Food Politics & Sustainable Urban Micro-Farming
Yoga, Cycling, Trail Running & Pedestrian Commuting Promotion
Travel & Backpacking
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705 Stonegate Way
Chesapeake, VA 23322
Mobile: 757-***-****
Skype: emily.e.gallup