Project Manager Sales

SUMMARY

Experienced, goal oriented Corporate Finance, Derivatives, and Capital

Markets Professional with years of broad-based experience providing

corporate finance and capital market services to middle market, Fortune 500

organizations and high net-worth clients. Strengths include strong

analytical, sales, business development, communications, negotiation and

organizational skills. Demonstrated ability to understand complex business

problems, develop solutions and assess impacts of initiatives. Adept at

identifying business strengths and weaknesses to design and deliver

customized solutions to meet financial needs.

PROFESSIONAL EXPERIENCE

DEPARTMENT OF DEFENSE, Cleveland, OH 2010 -

Present

Financial Management Analyst, Department of Finance and Accounting Services

Reviews, analyzes and evaluates financial programs, practices, methods and

procedures. Provides technical guidance and advises in designing and

programming of automated systems and interfaces.

. Performs extensive research in resolving problems that may result from

new legislation, changes to existing laws, policies, or regulations.

. Participates in decision-making sessions and advises financial managers

and program directors on regulatory requirements, financial policies and

data interpretation.

. Develops actions required to improve financial operating program

effectiveness, ensure and maintain the integrity of the financial and

accounting information and systems.

KEY BANK NATIONAL ASSOCIATION, Cleveland, OH 2006 -

2009

Vice President, Senior Derivatives Marketer, Bank Capital Markets

Marketed, structured, priced and negotiated interest rate and currency

swaps, caps, floors, collars, and other derivative products to large middle

market, high net-worth, real estate and non-profit organization bank

clients.

. Implemented marketing initiative for derivatives in assigned territories

(OH and IN) for the bank generating fees of $3.2 million for fiscal year

2008, $3.0 million for fiscal year 2007 and $1.1 million for fiscal year

2006 (partial year).

. Presented interest rate hedging proposals to key decision makers,

advising clients on management of interest rate risk.

. Designed financial models that analyze the impact of various interest

rate-hedging strategies on cash flow, leverage, and other performance

measures.

. Provided information and insight regarding interest rate environment to

internal/external client base to allowing them to make educate decisions.

. Demonstrated understanding and presentation of FAS 133 and FAS 157.

U.S. BANK NATIONAL ASSOCIATION, Minneapolis, MN

1999 - 2006

Vice President/Director, Senior Derivatives Marketer, Capital Markets,

(2000 - 2006)

Marketed, structured, priced and negotiated interest rate and currency

swaps, caps, floors, collars, and other derivative products to Fortune 500

corporations, large middle market, high net-worth and real estate bank

clients. Developed and implemented marketing and sells strategies goals

managed two junior marketers.

. Implemented marketing initiative for derivatives in new territory (AZ,

CO, NE, NV, UT and TX) for the bank generating fees of $1.5 million for

fiscal year 2006 (partial year), $5.2 million for fiscal year 2005, $2.6

million for fiscal year 2004, $2.2 million for fiscal year 2003 and $2.4

million for fiscal year 2002.

. Presented interest rate hedging proposals to key decision makers,

advising clients on management of interest rate risk.

. Designed financial models that analyze the impact of various interest

rate-hedging strategies on cash flow, leverage, and other performance

measures.

. Provided information and insight regarding interest rate environment to

internal/external client base.

. Demonstrated understanding and presentation of FAS 133 and FAS 157.

Assistant Vice President, Capital Markets, Loan Sales and Syndications,

(2000 - 2001)

Analyzed, structured, priced, marketed and negotiated a variety of

syndicated loans to investment grade and non-investment grade issuers.

Generated over $15 million in annual revenue.

. Structured, marketed and syndicated recapitalization, acquisition

financings and securitizations for a variety of non-investment grade

issuers and financings for investment grade issuers.

. Maintained direct marketing and deal responsibility for syndicated

credits in a wide range of industries.

. Maintain extensive relationships with other major arrangers, rating

agencies, syndication banks and non-bank loan investors.

. Made underwriting decisions as part of the internal credit process.

Associate, Large Corporate and Specialty Lending, Financial Institutions

Division, (1999 - 2000)

Managed a portfolio of investment grade and non-investment grade financial

service, insurance companies, broker-dealers and up stream and down stream

banks. Accounts generated over $20 million in annual revenue.

. Marketed corporate finance and other banking products such as treasury

management, syndicated loans and trust preferred structures to corporate

customers.

. Advised clients on acquisition financing and capital structure

alternatives. Collaborated with senior bankers to negotiate loan

structures and syndication transactions.

. Analyzed and evaluated potential transactions with focus on risk

analysis, industry dynamics, and repayment capacity and transaction

structure.

KEY BANK NATIONAL ASSOCIATION, Cleveland, OH 1997 -

1999

Relationship Officer, Corporate Banking, Upper Middle Market

Managed a portfolio of non-investment grade accounts for middle market

clients with revenues from $50 million to $350 million. These accounts

generated over $6 million in annual revenue.

. Performed a broad range of analytical and transactional activities to

identify and respond to client financial/advisory needs.

. Built financial models to determine debt capacity, assess financial

risks, test covenant levels and analyze structures of proposed non-

investment grade loans.

. Analyzed and evaluated potential transactions with focus on risk

analysis, industry dynamics, and repayment capacity and transaction

structure.

CERTIFICATIONS AND TECHNICAL SKILLS

Lean Six Sigma Green Belt

Certified Treasury Professional (CTP) Candidate December 2010

Microsoft Excel, Word, Power Point, Project Manager and Visio

Bloomberg, Derivatives Pricing Models and Sales Database

EDUCATION

KEY BANK NATIONAL ASSOCIATION Corporate Management Training Program

Completed intensive corporate finance/credit training program, which

included instruction in Advanced Financial Analysis, Accounting, Risk

Analysis and Capital Markets

WEATHERHEAD SCHOOL OF MANAGEMENT CASE WESTERN RESERVE UNIVERSITY

Master of Business Administration, Finance and Operations Management

JAMES J. NANCE COLLEGE OF BUSINESS CLEVELAND STATE UNIVERSITY

Bachelor of Business Administration, Finance and Accounting

ADDITIONAL RELEVANT EXPERIENCE

Adjunct Professor, Cleveland State University, Cleveland, OH

Adjunct Professor, University of St. Thomas, St. Paul/Minneapolis, MN

Adjunct Professor, Augsburg College, Minneapolis, MN

Veteran, United States Air Force, United Kingdom

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