Assistant Marketing
Resume:
Andrew Robertson
White Plains, New York 10603
******@*********.***
Summary
Attorney that has led execution of more than 65 complex finance
transactions for top tier law firm and as a Vice-President with Goldman,
Sachs & Co. Created legal structure that allowed trading, marketing and
structuring desk at Goldman to lead the league tables for CLOs and be
profitable in 2008. Client-focused and results-oriented attorney with an
M.B.A. Admitted to practice in New York, Maryland and the District of
Columbia and registered broker-dealer representative who has taken and
passed Series 7 and Series 63.
Experience
2005-2009 Goldman, Sachs & Co. New York, New York
Vice President, U.S. CLO Group, Fixed Income, Currency & Commodities
Division
. Led deal team in legal aspects of structuring, trading and
marketing more than 35 structured
finance and derivative transactions.
. Advised on legal aspects of novel, proprietary funding trade
involving credit default swap
derivatives (including negotiation of ISDAs and CSAs) that
allowed team to complete nine
transactions in 2008 and top the league tables for CLOs that
year.
. Execution specialist on cashflow, synthetic, static and
defensively managed CLOs and
structured product CDOs including broadly syndicated and non-
broadly syndicated, hedge fund
sponsored CLOs, middle market CLO, TRS facility and mezzanine
and high-grade CDOs.
. Viewed as a strategic competitive advantage in smooth execution
and legal issue spotting by
clients as supported by unsolicited feedback from collateral
managers.
. Responded to investor requests and negotiated deal terms with
equity investors, revolver
counterparties, negative arbitrage counterparties and
monolines.
. Negotiated deal terms with rating agencies, trustees and
collateral managers.
. Drafted engagement letters, global repurchase agreements and
warehouse documentation.
. Reviewed and revised deal structures, marketing materials and
deal documentation for CLOs.
. Provided primary point of contact for internal legal coverage,
middle office, credit committee,
compliance, controllers and conflicts.
1999-2005 Sidley Austin LLP New York, New York
Seventh Year Associate, Securitization Practice Group
. Provided consultation on mortgage backed securities, asset
backed securities, commercial
mortgage backed securities and collateral debt obligation
transactions (including derivatives
used as credit enhancement) for firm ranked as #1
Underwriter's Counsel by ABS Alert.
. Requested by investment banking client to be sent on secondment
to client offices.
. Lead or sole associate on more than 30 securitization
transactions.
. Drafted offering documents and agreements for futures-backed
CDO, cash-flow CDOs,
actively managed CDOs, prime and sub-prime backed RMBS,
CMBS, ABS and CP Conduit
transactions (including credit facilities).
. Negotiated deal terms with rating agencies, credit enhancers and
trustees.
. Drafted documentation for warehousing facility including asset
purchase agreements, hedging agreements and letters of
intent.
. Drafted and negotiated asset purchase agreements, mortgage loan
purchase agreements and participation agreements as part of
securitizations.
. Drafted and negotiated underwriting agreements, placement
agreements, securities purchase agreements and indemnification
agreements.
1994-1997 Alan F. Post & Associates, P.A. Bethesda, Maryland
Associate, Litigation Intensive General Practice
. Responsible for caseload of 30 cases. Presented cases to judges
and juries ranging from
business fraud to tort actions and presented motions and pre-
trial matters to judges. Won 5 of
5 cases tried solo.
. Managed appellate cases. Won appeal before highest Court in
Maryland on issue of first
impression.
1992-1994 Law Offices of Edward H. Kerman Rockville, Maryland
Associate, Business Litigation Firm
. Litigated case involving complex business fraud perpetrated
against deferred profit sharing
plan of a major furniture retail chain. Obtained additional
security for clients in negotiation of
settlement.
. Provided legal consultation to Limited Partnership and
principals defrauded in case involving
issues of bankruptcy and fraudulent use of Put and Call
agreements and financial statements.
Case resulted in multi-million dollar settlement favorable
to clients.
Education
Yale School of Management New Haven, Connecticut
Master's in Business Administration (MBA) 1999
. Strategy Concentration with In-depth Sequence in Finance.
. Academic Distinctions in various courses; Research Assistant
for Strategy, Governance and
Management course.
Wake Forest University School of Law Winston-Salem,
North Carolina
Juris Doctor 1992
. Best Brief 1st Year Moot Court Competition, Moot Court Board
Member & Judge.
. American Jurisprudence Award in Appellate Advocacy, Scholastic
Honors List, Highest Grade
in Law & Education course.
. Teaching Assistant in Legal Research & Writing course.
University of Michigan Ann Arbor, Michigan
Bachelor of Arts, English Literature 1989
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