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Vice President Management

Location:
Houston, TX, 77077
Posted:
August 10, 2011

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Resume:

THOMAS C. LAWSON

***** ********* **. 832-***-****

Houston, TX 77077 ******@***.***

SUMMARY

A senior finance officer with experience in investment banking, corporate

finance and investment management. Demonstrated expertise in marketing,

debt financings, corporate lending, and financial planning. Skilled and

proficient in all aspects of capital markets, municipal finance and risk

management. Ability to identify, recommend and deliver customized solutions

which address client's credit needs. Key competencies include:

Municipal Finance Relationship Management Retirement Planning

Corporate Lending Financial Analysis Investment Sales

ABILITIES AND RESULTS

PUBLIC FINANCE

. Structured tax-exempt financings for non-profit hospitals, private

universities, cities, counties and utilities which met borrowers' capital

project requirements.

. Acted as financial advisor to cities and counties on public issues of tax-

exempt bond financings which provided funds for new schools, municipal

buildings and water and sewer facilities.

. Structured private placements of industrial revenue bonds for Texas

corporations which provided monies for warehouses, distribution centers

and shopping centers.

. Reviewed legal documentation with bond counsel and rating agencies for

tax-exempt financings to ensure protection of investment bank's/bank's

obligations.

CORPORATE FINANCE

. Negotiated with treasurers and chief financial officers of Fortune 500

companies to provide lines of credit and term loans for working capital

and capital projects.

. Marketed international bank's credit products in 7 state territory in the

southeastern U.S., which increased bank's asset base from $100 million to

$200 million in tax-exempt financings.

. Managed and coached credit analysts in the preparation of loan proposals

ensuring compliance with bank credit guidelines.

. Reviewed all legal documentation with bank and corporate attorneys to

successfully complete the bank's credit facilities.

INVESTMENT MANAGEMENT

. Developed retirement and financial plans for individuals through IRA's

that provided effective retirement planning for clients.

. Advised families on college funding through 529 plans which provided tax-

deferred funds for children's education.

. Recommended and developed municipal bond portfolios that minimized taxes

for high net worth individuals.

. Constructed investment portfolios through the sale of stocks, bonds,

mutual funds and annuities to provide capital appreciation and income for

clients.

. Developed a strategic marketing plan that increased personal assets under

management from -0- to $10 million.

PROFESSIONAL EXPERIENCE

LAWSON INVESTMENT ADVISORS, ATLANTA, GA

Investment Advisor

UBS PAINE WEBBER, ATLANTA, GA

Investment Advisor

SUMITOMO BANK, ATLANTA, GA

Vice President (Representative Office)

SANWA BANK, ATLANTA, GA

Vice President (Representative Office)

EPPLER, GUERIN AND TURNER, DALLAS, TX

Vice President

MBANK DALLAS (NOW JP MORGAN CHASE), DALLAS, TX

Assistant Vice President

EDUCATION AND TRAINING

THE AMERICAN GRADUATE SCHOOL OF INTERNATIONAL MANAGEMENT,

Glendale, Arizona

Master of International Management

VANDERBILT UNIVERSITY, Nashville, Tennessee

Bachelor of Arts

MBANK DALLAS (now JP MORGAN CHASE), Dallas, Texas

Bank Credit Training Program

LICENSES

National Association of Security Dealers, (NASD), Series 7 and 63 Licenses

(expired)

LANGUAGE SKILLS

Fluency in French



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