Ben Casey Email & Phone Number

San Francisco, California, Us

- Manage a portfolio 34 clients in support of working capital, investor real estate assets, equipment, and recapitalizations. - Advise clients on treasury management technology to optimize cash flow, interest rate hedging, and accounting processes automation. - Partnering with client and prospect executive leadership to understand strategic priorities and provide bank solutions when appropriate in the areas of foreign exchange, interest rate hedging, investment management, capital markets, and investment banking.

San Francisco, California, Us

- Managed a large portfolio of distressed credits from Commercial Banking, Global Banking, and Corporate Banking offices across Wells Fargo. Portfolio included multiple industries, syndicated deals, bilateral deals, leveraged loans / financial sponsors, and treasury management.- Restructured special credits and formulated business and litigation strategies to minimize potential losses or maximize recovery in the normal course of business, orderly liquidations, foreclosures, assignments and bankruptcies.- Orchestrated and executed restructurings with both internal and external constituents including: company senior management, private equity sponsors, loan participants, in-house and outside counsel, and internal management.- Prepared monthly, quarterly and annual credit reports, enterprise valuation models, FASB 114 impairment analysis, and non-accrual/charge off recommendations for senior management. Made recommendations and presented results to senior management during monthly portfolio committee meetings.

San Francisco, California, Us

- Managed origination, structured and executed syndicated transactions exceeding approximately $11.0 billion in volume across a wide spectrum of industries, including forest products, gaming, technology, manufacturing, and media. Deals ranged in size from $35 million to $850 million.- Developed and pitched or co-pitched over 100 deliverables (including financing proposals, market updates, financing alternatives and cost analyses) across a multitude of industries.- Managed the group’s associates’ and analysts’ pool by assigning work flow, setting performance objectives, evaluating individual performance, conducting interviews, hiring new employees, and training staff.- Successfully completed (as part of a select group of only 26 employees from the entire bank) a 6-month Credit Management Training Program.

New York, Ny, Us

- Performed financial reporting and analysis, cost/economic analysis, and process review and improvement for the Base Realignment and Closure (BRAC) team.- Managed all data gathering, conducted interviews with military base commanders and personnel, formulated an effective analysis, and presented the results to management. - Selected for an early promotion to Senior Management Analyst at KPMG Peat Marwick.

New York, Ny, Us

- Supervised audit engagement teams for various financial, non profit, and education institutions. - Reviewed team members’ work, evaluated the sufficiency and appropriateness of evidence obtained, and facilitated the completion of engagements by preparing audit reports for management, performing financial account balance reviews, evaluating financial and operating controls of the company, and suggesting areas for improvement to management.

Mba And Macct, Finance And Accounting

Education record

Education record