Real Estate Financial Analyst

VASILI GEROGIANNIS, CFA

**** **** ******** ****** *******, IL 60625

******.***********@*****.*** 312-***-****

EXPERIENCE

GOLDFISH CONSULTING, INC., Chicago, Illinois

Partner April 2012 – Present

Strategic partnerships and M&A advisory services, including due diligence, valuation, transaction structure, negotiation and documentation.

Provide financial advisory services to middle market companies and start-ups.

Capital structure and funding, private investments, investor relations, financial and operating metric development, turn-around advisory, key employee compensation, real estate investment arrangements, lease and contract reviews.

Real estate and private company investment analysis and advise.

REAL DEAL DESSERTS, Aurora, Illinois

Interim Chief Financial Officer October 2013 – April 2015

Concurrent with above.

Structured and negotiated purchase of majority share in the company by an investor group.

Led the company through a transformative period.

Oversaw construction of a new state of the art production facility and the transition from an existing, small batch shop to the new bakery.

Negotiated contracts with landlord, vendors, and distributors.

BMO CAPITAL MARKETS CORP., Chicago, Illinois

Vice President, U.S. Securitization Group December 2008 – April 2012

Originated opportunities with new and existing clients, through a network of banks, hedge funds, asset managers, specialty finance companies, attorneys and other partners.

Sourced transactions for investment by the bank, providing leverage to funds, capital effective solutions to financial institutions, and funding to other entities.

Private placement of debt, sub-debt and equity as well as public placement of asset-backed securities to third party investors including private equity, hedge funds, and insurance companies.

Advised clients on acquisitions of specialty finance platforms or portfolios of financial assets.

Managed a portion of the bank’s principal portfolio, which ranged between $4 billion and $10 billion.

Attended industry conferences to network and keep abreast on market conditions.

Risk management and monitoring of the managed portfolio, including designing risk and compliance triggers, and periodic due diligence meetings.

Collaborated with and cross-sold to partners in various groups in the bank: interest and FX hedging, equity and debt capital markets advisory and distribution, cash management, and asset based lending.

Structured complex securitization and structured finance transactions including cross-border transactions for clients in China, Mexico, Canada, and Europe.

Management and development of junior team members.

Associate, U.S. Securitization Group March 2007 – December 2008

Expanded asset type experience to include middle market and broadly syndicated corporate loans, commercial real estate, structured settlements and lottery receivables, subscription financing, fleet leasing, and premium finance.

Increased modeling experience, including stress cash flow analysis, sensitivity analysis, valuation, and return analysis.

Underwrote and prepared comprehensive credit analyses of transactions and the entities (often non-investment grade) that service the financed assets.

Supported senior team members in business development and preparation of proposals.

Designed and implemented transaction monitoring reports to ensure accurate tracking of key asset and financial performance metrics to ensure compliance.

Review of legal documentation of existing transactions to better the group’s understanding of the bank’s rights under adverse circumstances.

Developed stress cash flow scenarios to understand the downside risk of transactions due to deterioration of the underlying asset portfolio and/or the financial position of the servicer.

ABN AMRO INC., Chicago, Illinois

Associate, Global Conduit Securitization September 2004 – March 2007

Supported senior transactors on deal teams to originate, structure and execute securitization transactions.

Structured transactions totaling $8 billion in various asset types for purchase in asset-backed commercial paper and extendible notes conduits.

Negotiated legal documentation with legal counsels, clients and syndication banks.

Gained experience in asset types including mortgages, student loans, lease, loan, dealer floorplan, trade receivables, credit cards and insurance.

Developed and maintained complex financial models for risk analysis and cash flow projections.

Managed a portfolio of existing securitization transactions representing approximately $12 billion in assets.

Prepared comprehensive credit analyses for review by senior credit committees.

Discussed and negotiated transaction structures with rating agencies.

Engaged in marketing activities for prospective clients as well as existing clients for alternative funding solutions.

Conducted due diligence meetings to ensure client compliance.

MASI LTD., Chicago, Illinois

Research Analyst, Mergers and Acquisitions / Corporate Finance March 2002 – September 2004

Supported senior transactors in executing acquisition, sale and divestiture transactions.

Performed research to identify potential merger or acquisition candidates.

Assisted senior transactors in providing corporate finance advisory services, including equity and mezzanine funding.

Maintained relationships with corporations, private equity and mezzanine debt investors and managed a proprietary database.

Developed complex financial models for the purpose of projecting cash flow, returns and funding requirements.

Gained familiarity with FactSet, Capital IQ, Alcar, Thompson and other tools.

OTHER EXPERIENCE

U.S. OF AWESOME, Chicago, Illinois

Co-Founder, Apparel and Lifestyle Company May 2012 – October 2015

Founded company to boost the American spirit and provide U.S. made patriotic wear, updated for the current generation. Created comprehensive business plan, secured trademarks.

Launched e-commerce website (www.usofawesome.com) and social media channels.

Established operational procedures and processes and sourced vendors.

Forged strategic partnerships with e-commerce sites, event companies, domestic manufacturing advocates, and charitable partners.

Negotiated sale of the company.

EDUCATION

GRAND VALLEY STATE UNIVERSITY, Grand Rapids, Michigan 2001

Masters in Business Administration. Awarded a graduate assistantship including full tuition.

UNIVERSITEIT UTRECHT, Utrecht, The Netherlands 1998

Masters of Arts in Law and Economics.

ADDITIONAL INFORMATION

CHARTERED FINANCIAL ANALYST (CFA) PROGRAM

Earned the Chartered Financial Analyst designation in September 2006.

ROGERS PARK MONTESSORI SCHOOL

Member of the school’s Business Finance and Accounting Committee.

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