Associate Vice President - Portfolio Manager
FirstBank
Total years of experience :17 years, 6 Months
• Actively manage a commercial loan portfolio of over $100 million in loan commitments.
• Work directly with clients on loan servicing and compliance.
• Perform monthly borrowing base analyses and monitor borrower financial position.
• Develop financial models to stress test borrower cash flow and liquidity ratios.
• Created comprehensive asset management plans utilizing investment and insurance products for clients with investable net worth of $250, 000 and above.
• Developed and executed business development strategy to acquire and retain clients.
* Developing strong client relationships through community engagement
* Assisting clients in financial planning for retirement and long term personal goals
* Management and implementation of financial portfolios for personal investors
• Produced annual revenues of over $8 million across 40-50 medium to large business accounts.
• Increased revenues in aligned territory by over $100, 000 per month.
Relevant Courses: Quantitative Economics, Microeconomic Theory, Macroeconomic Theory & Policy, Quantitative Investment Analysis, Financial Management, Corporate Valuation, Mergers & Acquisitions, Money & Capital Markets, Bank Administration
Relevant Courses: Investments, International Finance, Financial Institutions, Financial Accounting, International Economics
Southern Methodist University Computer Science 1995 - 2001
