2015-04-28 - adam wimmer - detailed resume€¦ · 28-04-2015  · page 1 of 2 core team resumes:...

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AEA ADVISORS LTD. Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015 Adam Wimmer Corporate Finance & Capital Markets Global capital markets experience Extensive experience in debt markets and leveraged finance Developed and advised on multinational trade finance platforms for banks, importers and exporters Experienced in operational consulting for financial institutions, manufacturers and family offices 2015 - AEA Advisors Ltd. Boulder, CO Director, Corporate Finance & Capital Markets Focused on sourcing deals and funding for multinational projects including the Americas, Asia & Western Europe. Lead financial research, analysis, underwriting and finding finance partners 2011 – 2015 McGladrey LLP Colorado Manager, Risk Advisory Services Managed a regional financial institution advisory practice covering 150 institutions, member of the national troubled, international and unique financial institution consulting team Conduct Sr. Executive planning and strategy sessions on operational efficiency, market strategy and profit recapture while reducing risk profiles Managed multiple consulting projects at the same time, regulatory relationships and responsible for both client and firm financial success Reviewed and assisted in underwriting and securitizations of debt transactions across multiple industries and structures including highly leveraged transactions for Fortune 500 companies, sovereign nations, across multiple geographies and industries Developed financial models for clients to aid in management decisions, analyze regulatory frame works and loan loss reserves Responsible for training consultants within the firm on successful growth and client retention strategies 2009-2011 Fortner Baynes Levkulich & Garrison PC Colorado Senior Consultant, Leveraged Finance Markets Developed, Recruited and Led junior staff in developing their understanding of debt markets, specifically leveraged finance strategy and execution Managed a client portfolio of 100 financial institutions in the western United States Developed consulting methodologies for the firm 2007-2009 Bank of Choice Colorado Vice President, Relationship Manager Banker with lending authority of $1.5MM specializing in commercial and industrial lending and relationship building Grew personal loan portfolio from $20MM to $150MM with the lowest loss rate and highest recovery rate in the bank Responsible for business development and client retention in all facets of the bank’s operational model, 2006 – 2009 Heartland Financial USA, Inc. Illinois, Colorado Portfolio Manager and Credit Analyst Responsible for credit analysis for banks in the Illinois and Colorado markets for a six bank community bank holding company Underwrote loan relationships from $0.5MM to $100MM: transactions include Real Estate, Gaming, Energy Extraction and Production, Aircraft and light manufacturing Developed training methodologies for junior analysts

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Page 1: 2015-04-28 - Adam Wimmer - detailed resume€¦ · 28-04-2015  · Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015 Adam Wimmer

AEA ADVISORS LTD. Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015

Adam Wimmer

Corporate Finance & Capital Markets

• Global capital markets experience

• Extensive experience in debt markets and leveraged finance

• Developed and advised on multinational trade finance platforms for banks, importers and exporters

• Experienced in operational consulting for financial institutions, manufacturers and family offices

2015 - AEA Advisors Ltd. Boulder, CO Director, Corporate Finance & Capital Markets

• Focused on sourcing deals and funding for multinational projects including the Americas, Asia & Western Europe.

• Lead financial research, analysis, underwriting and finding finance partners 2011 – 2015 McGladrey LLP Colorado Manager, Risk Advisory Services

• Managed a regional financial institution advisory practice covering 150 institutions, member of the national troubled, international and unique financial institution consulting team

• Conduct Sr. Executive planning and strategy sessions on operational efficiency, market strategy and profit recapture while reducing risk profiles

• Managed multiple consulting projects at the same time, regulatory relationships and responsible for both client and firm financial success

• Reviewed and assisted in underwriting and securitizations of debt transactions across multiple industries and structures including highly leveraged transactions for Fortune 500 companies, sovereign nations, across multiple geographies and industries

• Developed financial models for clients to aid in management decisions, analyze regulatory frame works and loan loss reserves

• Responsible for training consultants within the firm on successful growth and client retention strategies 2009-2011 Fortner Baynes Levkulich & Garrison PC Colorado Senior Consultant, Leveraged Finance Markets

• Developed, Recruited and Led junior staff in developing their understanding of debt markets, specifically leveraged finance strategy and execution

• Managed a client portfolio of 100 financial institutions in the western United States • Developed consulting methodologies for the firm

2007-2009 Bank of Choice Colorado Vice President, Relationship Manager

• Banker with lending authority of $1.5MM specializing in commercial and industrial lending and relationship building

• Grew personal loan portfolio from $20MM to $150MM with the lowest loss rate and highest recovery rate in the bank

• Responsible for business development and client retention in all facets of the bank’s operational model,

2006 – 2009 Heartland Financial USA, Inc. Illinois, Colorado Portfolio Manager and Credit Analyst

• Responsible for credit analysis for banks in the Illinois and Colorado markets for a six bank community bank holding company

• Underwrote loan relationships from $0.5MM to $100MM: transactions include Real Estate, Gaming, Energy Extraction and Production, Aircraft and light manufacturing

• Developed training methodologies for junior analysts

Page 2: 2015-04-28 - Adam Wimmer - detailed resume€¦ · 28-04-2015  · Page 1 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015 Adam Wimmer

AEA ADVISORS LTD. Page 2 of 2 Core Team Resumes: Adam Wimmer - Director, Corporate Finance & Capital Markets 28 April 2015

PROFESSIONAL MEMBERSHIPS and COMMUNITY INVOLVEMENT 2009- Present Risk Management Association- Rocky Mountain Chapter Denver, CO Board member of the Emerging Credit Professionals sub group 2010 - Present Institute of Internal Auditors Denver, CO Specialty Finance advisor 1998 - Present Special Olympics Denver, CO Volunteer

EDUCATION 2012 University of Virginia, Darden School of Management Charlottesville, VA Executive Education Program- Bank Analyst Certificate 2010 Iowa State University Ames, IA Executive Education Program – School of Agricultural Banking 2006 Drake University Des Moines, IA Bachelor of Arts – Quantitative Economics Bachelor of Science- Finance Core Strengths & Expertise Market Research & Competitive Intelligence Operations and Business Development Global Growth Strategy & Implementation Communication Strategy Development Cultural Intelligence (CQ)

Partner Identification and Recruitment Operations Strategic Planning Human Capital Strategy & Execution Program Planning & Execution

Industry Exposure Financial institutions Manufacturing Agriculture

Medical Technology & Devices Specialty Finance Mineral Mining and Extraction

Functional Exposure & Experience Global Business Development & Market Entry Financial Institutions management Senior Sales and Marketing Executive

Company Founder & Principal Senior Strategic Account Management Global Operations Management

PROGRAMS & PUBLIC SPEAKING v Risk Management Association Speaker- “Regulatory Considerations for the Allowance for Loan and Lease

Losses” – Presented to 150 senior bankers and facilitated discussion of the topic

v Consulting for Consultants- Hosted panel discussion for an internal McGladrey LLP training for 450 consultants on how to become better consultants