Aaron M. Pohlmann Email & Phone Number

St Louis, Missouri, United States

Twain Financial Partners is an investment management firm located in St. Louis, MO with over $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credits, ground lease capital. and PACE financing. Twain works closely with financial institutions.

Clayton, MO

• Provided NMTC consulting services to small businesses, real estate developers, and non-profits in economically disadvantaged communities nationwide to attract NMTC equity to grow and expand their businesses..
• Managed all business development activities for QALICB consulting group including origination, marketing, allocation sourcing, and CDE relations. Sourced over $30M of Federal NMTC allocation in 2020.
• Developed and grew relationships with CDE partners and Tax Credit Investors to gain better understanding of their allocation and investment priorities. Established 10 new CDE relationships for firm in 2020.
• Monitored and provided quarterly risk analysis on portfolio of NMTC investments including identification and mitigation of key risk issues within portfolio that could result in tax credit recapture or income loss.

St Louis, MO

• Excelled as lead Asset Manager of a diversified portfolio of New Markets Tax Credit (NMTC) and Historic Tax Credit (HTC) investments for one of the nation’s leading tax credit investors and syndicators.
• Promoted to Senior Asset Manager in April 2017 to manage business line’s riskiest and most complex tax credit investments. These investments presented increased risk to the company in the form of tax credit recapture.
• Negotiated and structured complex deal modifications to protect the bank’s economic interest and investment returns. Independently negotiated a workout settlement in December 2018 which preserved over $875,000 in.
• Reviewed and approved equity investments, construction draws, quarterly financial reporting, and pro-forma budgets for a portfolio of Historic Tax Credit Investments. These investments consist of mid-market commercial.
• Communicated key credit risks to senior risk officers within bank to ensure investments were appropriately risk rated. Independently prepared high quality credit presentations which addressed risks and mitigants in a.
• Mentored a junior colleague by providing guidance and career coaching in the areas of business acumen, communication skills, networking, and process improvement.

Clayton, MO

• Independently sourced and developed new loan and deposit relationships for bank. Managed a $20 million commercial loan portfolio, consisting of over 100 client relationships. Clients included small to mid-size.
• Generated $7.8 million in approved C&I loan volume in 2013 through targeted cold calling and sourcing additional loan opportunities with existing client base.
• Authored and presented comprehensive credit write-ups for all new loan requests including financial statement analysis, repayment analysis, industry/competitive trends, and guarantor strength.
• Led all aspects of the loan renewal process for clients in portfolio; engage customers in annual relationship reviews to ensure customer satisfaction and retention.

Bridgeton, MO

• Managed a $17 million loan portfolio consisting of small businesses, real estate investors and non-profits. Provided financial advice and sold bank products and services to clients and prospects to grow portfolio.
• Top performing business banker in St. Louis region, consistently ranked in top 20% of peers across a variety of business development metrics and winner of multiple “Pinnacle” sales awards.
• Originated $9.1 million in loan volume in 2010 vs. goal of $4 million (228% of plan).
• Originated $8.5 million in loan volume in 2009 vs. goal of $3 million (283% of plan).

Mba, Finance

Bs, Marketing