Richard Anthony Vinci
abm7hc@r.postjobfree.com? 402-***-****
SUMMARY
Leading corporate finance, investment banking and treasury executive
with proven ability to generate revenue in the delivery of strategic
and financial solutions for clients and enterprises. Senior
executive expertise in formulating strategy, driving results,
maximizing profitability, and mentoring professionals in the
execution of noteworthy domestic and global mergers, acquisitions
and capital markets solutions. Experience includes significant
industry expertise in the Renewable Energy/Clean Technology,
Consumer/Industrial and Financial Services sectors.
Experience
FIRST NATIONAL BANK OF NEBRASKA
OMAHA, NE
Senior Managing Director, Wealth Management and Investment Banking
Division
Recruited as Senior Managing Director of the Investment Banking
Division for First National Bank of Nebraska, a multi-state
holding company headquartered in Omaha, to serve as business unit
head and member of the Executive Management and Strategic
Leadership groups. Founded in 1857, First National has over $22
billion in managed assets and ranks as the largest private banking
institution and one of the fifty largest banks in the United
States.
Instrumental leader in significant growth of the Wealth Management
and Investment Banking Division including the management of four
regional offices encompassing new deal sourcing/execution, client
relationship management, P&L, compliance, cross-bank business
development & integration and personnel responsibilities.
Sourced and directed the team's 26 distinct advisory engagements
in M&A, capital raising, transaction and valuation services with a
collective enterprise value in excess of US $1.6 billion including
transactions in Renewable Energy/Clean Technology, Consumer &
Industrial, Food & Agribusiness and Financial Services.
Served as business unit head of M & A/strategic advisory,
corporate banking & finance, wealth management and valuation
services with principal focus on family owned, closely held
private and small cap public companies in the middle market with
enterprise valuations of US $30 million to US $500 million located
nationally with specific focus on the Midwest and Western states.
Recognized by The M&A Advisor www.maadvisor.com as a national
finalist for Energy Transaction of the Year in 2007 and six
categories for 2008 including twice for Corporate/Strategic
Acquisition of the Year, Green/Environmental Deal of the Year,
Media, Business and Telecom Deal of the Year, Professional
Services Deal of the Year and Industrial
Manufacturing/Distribution Deal of the Year.
Newbury Piret & Co., Inc.
Boston, MA
Managing Director
Managing Director of Newbury Piret & Co., Inc.,
www.newburypiret.com an award winning New England investment
banking and asset management firm founded in 1981. As Managing
Director and Principal of the firm, originated and led Mergers and
Acquisitions, Equity and Debt Financing, and Financial Advisory
Services engagements for public and private companies, private
equity firms, and family businesses throughout North America and
Europe with a principal focus on the Business Services, Financial
Services, Health Care, Technology and Manufacturing sectors. In
addition, designed, articulated and executed strategic management
and marketing initiatives including mentoring/managing other
executives, team members and administrative personnel.
M&A Advisor 2005, 2006, 2007 Transaction of the Year Award
Finalist including 2005 Financial Services Transaction of the Year
for representation of the Strategic Pricing Group in its sale to
the Monitor Group of Cambridge, MA, 2006 Consumer Services
Transaction of the Year for the sale of the Best of Boston to
Boston Coach, a Fidelity Investments Company, and in 2007 for
Consumer and Industrial Manufacturing Transaction of the Year for
the sale of Phoenix Recycled Products to Easy Gardner Products
sponsored by the Private Equity Firm, HIG of Miami
M&A Advisor ~ 2004 Transaction of the Year Award Winner
Top Boston Investment Banker as recognized by the Boston Business
Journal for 2004 and 2005 www.bbjtopbanks.com. 2005 M&A
production $836 million
Lead banker on notable M&A and Financing engagements including M&A
transactions with The Monitor Group, Fidelity Investments and HIG
Private Equity
Key firm executive with executive hiring, strategic marketing and
client relationship management responsibility
Sponsor and editorial contributor to Northeastern University's
Graduate School of Business Center for Family Business
www.cba.neu.edu
Daiwa Sumitomo Mitsui America Inc.
New York, NY
Senior Vice President, Investment Banking
Private Equity Group Head for Daiwa SB Capital Markets,
www.daiwasmbc.com, the U.S. subsidiary of Daiwa Securities Group
and Sumitomo Mitsui Banking Corporation with accountability for
the Americas and management of senior banking professionals.
Leader of domestic and cross-border M&A and Corporate Finance
Advisory assignments integrating global Daiwa Sumitomo Bank
resources
Member of North American capital commitment, engagement and
investment committee
Director of private equity and institutional capital raising &
relationship management
Supervisor of Daiwa Sumitomo's internal private equity fund of
funds
Venture capital principal investing for Daiwa's proprietary funds
www.nifusa.com
Equity capital markets and IPO team leader for global offerings
Deutsche Bank Alex. Brown
Baltimore, MD/New York, NY
Vice President, Investment Banking
Investment banker for DB Alex. Brown www.alexbrown.db.com with
leadership role in managing new business development, overall
client relationships, recommending and executing corporate finance
and M&A strategies.
Developed, screened, negotiated and closed transactions in US
billions including public and private equity and debt for premier
financial services, technology and life sciences companies
Private investment and portfolio management for Alex. Brown's
proprietary Flag Funds
Berkshire Hathaway, Inc. Operating Company Subsidiary
Washington, DC
Vice President
Corporate finance and treasury officer with operating
responsibility for investment banking, equity, debt and M&A, and
treasury management for this Warren Buffett, Berkshire Hathaway
portfolio Company. www.berkshirehathaway.com
Reported to senior management and board of directors with
supervisory and compliance responsibilities for department and
liaison with legal, accounting and division managers.
Managed team of professionals at headquarters and regional offices
in Atlanta and Chicago
Bank of America
Baltimore MD/Washington, DC
Vice President
Corporate banker responsible for business development, credit
underwriting, investment advisory and relationship management for
leading corporate, real estate, pension fund and private banking
clients including the Baltimore Orioles MLB franchise, the
International Brotherhood of Electrical Workers and the Bakers and
Confectionary Union
EDucation
Georgetown University
Washington, DC
MBA, McDonough School of Business, International Business
University of London
London, UK
Post graduate work, Masters in Financial Management (MSc), Centre
for Financial and Management Studies
Creighton University
Omaha, NE
Masters of Security Analysis and Portfolio Management Ctd., CFA
Track
Boston
University
Boston, MA
Certified Financial Planning (CFP)Program
University of Michigan
Ann Arbor, MI
Bachelors, concentration, Management
Psi Chi and Rho Epsilon Honor Societies
Professional AffliationS, Associations and Certifications
FINRA - Series 7, 22, 62, 63 and Series 24 Principal licenses
Institute of Management Accountants, Certified Management
Accountant (CMA) Ctd.
Association for Financial Professionals, Certified Treasury
Professional (CTP) Ctd. Completion of AFP Learning System Treasury
Program
Member of the American Institute of Certified Public Accountants
Member of the Massachusetts Society of Certified Public
Accountants
Association for Corporate Growth
Founding sponsor of the Creighton University Center for Family
Business
Former Adjunct Lecturer, Georgia Institute of Technology, College
of Management
Director, Luminosity Advisors LLC