Manager Account Executive

Evan Marshall Zwerman

*** ********** ******, *** ***

Bloomfield, NJ 07003

C 646-***-****

E-mail address: ****.*******@*****.***

WORK EXPERIENCE:

White Oak Commercial Finance, New York, NY January 2019 – Present Director, Originations – White Oak Commercial Finance

• Source, originate and structure middle market ABL and factoring transactions, ranging in size from $5MM to $50MM+, to assist with acquisitions, dividend recaps, growth, debt restructurings, DIP loans and turnarounds to manufacturers, distributors, retailers, and service businesses throughout the US and Canada

• Cultivate a network of referral sources amongst private equity groups, investments bankers, accountants, turnaround advisors, leverage lenders, attorneys, private wealth managers and other service providers across the Northeast region

• Facilitate cross referrals amongst White Oak’s various lending platforms (cash flow term loans, healthcare finance, lender finance, government services, aviation finance, FILO stretch ABL, UK ABL and factoring, etc.)

• Direct calling upon a network of corporate suite executives MB Financial Bank, Roseland, NJ June 2016 – December 2019 Business Development Officer, VP – MB Business Capital

• Source, originate and structure middle market ABL transactions, ranging in size from $5MM to $50MM, to assist with acquisitions, dividend recaps, growth, debt restructurings, DIP loans and turnarounds to manufacturers, distributors, retailers, and service businesses throughout the US and Canada

• Cultivate a network of referral sources amongst private equity groups, investments bankers, accountants, turnaround advisors, leverage lenders, attorneys, private wealth managers and other service providers across New York, New Jersey and Connecticut

• Direct calling upon a network of corporate suite executives Wells Fargo Bank, New York, NY January 2014 – May 2016 Business Development Officer, VP – Wells Fargo Capital Finance

• Source, originate and structure middle market ABL transactions, ranging in size from $5MM to $50MM+, providing working capital and growth financing to manufacturers, distributors, retailers, and service businesses throughout the US and Europe

• Cultivate a network of referral sources amongst investments bankers, accountants, turnaround advisors, leverage lenders, attorneys, private wealth managers and other service providers

• Work with financial sponsors and intermediaries to source financing in support of M&A and sponsor buyout activity.

• Liaise with Wells Fargo’s Regional Commercial Banking Officers and Business Banking Groups to jointly call upon deal prospects

Wells Fargo Bank, New York, NY April 2008 – December 2013 Relationship Manager, VP – Wells Fargo Capital Finance

• Manage portfolio of asset based loans consisting of Revolvers, Term Loans and CAPEX Facilities

• Experience handling distressed debt situations resulting in bankruptcy and workouts

• Compile and analyze credit and financial information of current business customers in order to prepare accurate credit proposals to enable informed decisions to be made

• Underwrite new business transactions and negotiate loan documentation

• Prepare credit memorandums for facility renewals and amendments to existing facilities

• Maintain accounts, records, files and reporting in compliance with regulatory guidelines as well as policies and procedures

• Primary customer contact to maintain relationships with clients in addition to pursuing cross-selling opportunities

• Source new business opportunities from rolodex of industry contacts and network of relationships

• Act as agent to participated transactions while coordinating communication amongst the bank group PNC Bank, New York, NY December 2005 – April 2008

Relationship Manager, AVP – Business Credit

• Managed a portfolio of 12 asset based loans totaling $2.4B of total commitments, of which Bank’s total credit exposure was

$200MM, consisting of Revolvers, Term Loans and CAPEX Facilities

• Experience handling bankruptcy and workout situations

• Compiled and analyzed credit and financial information of current business customers in order to prepare accurate credit proposals to enable informed decisions to be made

• Prepared credit memorandums for facility renewals and amendments to existing facilities

• Maintained accounts, records, files and reporting in compliance with regulatory guidelines and policies and procedures

• Primary customer contact to maintain relationships with clients in addition to pursuing cross-selling opportunities Merrill Lynch, New York, NY July 2004 – December 2005 Corporate Auditor, AVP - Global Markets and Investment Banking

• Evaluated operations and internal controls to ensure assets are safeguarded, resources are used effectively and policies, standards and procedures are adhered to

• Assisted with all phases of the audit process to complete a risk based audit plan

• Assured business lines compliance with Sarbanes-Oxley regulations.

• Participated in the documentation of mandatory compliance to the Global Research Settlement levied by Elliott Spitzer and the Securities and Exchange Commission

• Developed and maintained strong relationships with business unit management Bank of America, New York, NY February 2000 – May 2004 Account Executive, AVP – Business Credit

• Managed portfolio of $1.3 billion of total loan commitments, of which Bank’s total credit exposure is $135MM

• Proactively handled loan-to-collateral position by monitoring collateral performance and valuation trends

• Interacted with the operations, field exam and compliance departments to ensure that collateral position is secured and accurately monitored

• Worked with Bank partners in cross-selling treasury management, swaps and other products to clients

• Assisted Portfolio Manager with the development and execution of client management strategies

• Conducted financial statement and cash flow analysis Business Auditor - Senior Field Examiner, AVP– Business Credit

• Performed due diligence as lead examiner on domestic and international clients for asset based loans up to $800 million

• Ascertained loan recoverability and evaluated collateral performance of receivables, inventories and fixed assets

• Coordinated up to 12 examiners for multi-location clients and consolidated exam findings

• Validated adequacy of client reporting and assessed internal control procedures

• Interacted with portfolio management with respect to recommendations arising from exam findings EDUCATION:

University at Albany State University of New York. Albany, NY

• Bachelor of Science, December 1998

• Finance and Management Concentration, Business GPA: 3.5

• Dean’s List: Spring ’96, Fall ’96, ’97

ORGANIZATIONS, SKILLS AND PROFESSIONAL TRAINING:

• Organizations: Active participation across NY, NJ & CT within Association for Corporate Growth (ACG NY – BOD & Chair of Lender committee), Turnaround Management Association, Commercial Finance Association, New York Banking

& Finance (board member), NY Institute of Credit, Garden State Credit Associates, Opus Connect, iGlobal, Alliance of M&A Advisors and a founding member of the NY Finance Supper Club.

• Computer skills: Proficient in Microsoft Word, Power Point, Excel, Outlook, Salesforce, Stucky, LUCAS, ABLE, R-Base, Internet exploration and research, Windows

• Relevant courses: formal credit training; management, industry and business evaluation; business credit fundamentals; swaps; identifying and managing problem credits; cash flow statement analysis

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