Alex Stack Email and Phone Number

Underwriting subordinated debt and equity co-investments in middle market companies alongside private equity sponsors.

Performed due diligence on prospective deals in the middle market including vetting through confidential information memorandums, attending management presentations and structuring and negotiating the senior debt offering.Managed an active portfolio of private equity-backed commercial banking relationships totaling more than $65,000,000 in total senior debt commitments. Involved in marketing efforts of the leveraged lending team through the attendance of regional conferences.

Financial statement analysis in middle market commercial financing, emphasizing in leveraged buyout, merger and acquisition, and recapitalization situations.Created and updated various quarterly reports on an ongoing basis to track the team's portfolio companies.Customer and industry research of historical and projected key business trends.

Industry research of comparable transactions and public companies for analysis of private entities within the healthcare sector. Modeled forecasted revenue and pro forma financial statements.Performed valuation of tangible assets.

Volunteering time outside normal working hours to gain exposure to the projects and skillset of a financial analyst; not only technical skills used through Microsoft Excel, but also communication skills from meetings internally and externally. Completed financial analysis and pricing models on outside vendor RFP’s, assisting key negotiators in finalizing the contract totaling $740,000 in savings to the firm.Trained on PeopleSoft and expense coding process, including exposure to a monthly recoding process.

Member of the Cost Group team which is in addition to everyday responsibilities; this includes leading projects to resolve a general ledger account issue and create a presentation for department leader education.Distribution Solutions Team, an analytical role with duties including rollover suitability, 72t calculation, deceased payout options, conversions, etc. of IRAs and Qualified Plans; and then, helping the Financial Advisors of the firm determine what options are appropriate for the client.Individual Savings Solutions Team, processing transfers, opening and closing, and naming of beneficiaries of client retirement accounts, while also analyzing deductibility and eligibility of an individual.Worked with the Client Tax Reporting Department to verify accurate reporting of various securities that effected over 3.4 million client statements.Fee System testing that led to the implementation of an updated system improving the daily processing of all branches of the firm.Presented to team members on various retirement issues.

Researched various investment opportunities including mutual funds, investment banks, bank write-downs.Updated several company documents such as the primer, investment policies, advisory agreements, and client portfolios.Assisted in the daily process of buying and selling bonds while becoming familiar with the Bloomberg system.

Reported directly to the general sales manager, responsible for current and prospective customer sales calls and customer service follow up calls.Assisted the corporate accounting manager with monthly closing activities and generation of monthly financial statements.