Benjamin Leonard Email & Phone Number

Santa Rosa, Ca, Us

Minneapolis, Mn, Us

Responsible for structuring, underwriting, and credit/risk management activities on a portfolio of debt capital financings to both public and private entities that operate in the upstream and midstream segments of the oil and gas industry.

New York, Ny, Us

•Responsible for overall credit risk management on a portfolio of over 100 clients in the crude oil, natural gas, and petrochemical industries comprising $602 million in lease and loan exposure on $1.5 billion in railcar assets.•Analyzed macro-economic and oil/gas industry trends through extensive written analysis and technical quantitative analysis. •Proficient in Moody’s Risk Analytics and Risk Origins applications. •Managed an existing portfolio through periodic credit reviews and monitoring of exposures for industry and credit risk concentrations to ensure adherence to the Company’s risk management framework and risk tolerance thresholds.•Underwrote new loan and lease transactions with exposure values as high as $150 million through extensive written financial statement analysis, trend analysis, in-depth industry analytics, and client-specific research for presentation to credit approval authorities ranging from the business unit to corporate executive management.•Consulted with Chief Risk Officer to maintain existing risk management policies and procedures and also map and document new procedures.•Interfaced with internal (Loan Review and Internal Audit) and external regulators (Federal Reserve Bank, FDIC, and state bank regulators) and executed compliance requirements to support the Company’s initiatives as a bank holding company.•Facilitated business unit growth of approximately $1.5 billion in additional railcar assets over an 18 month span to support a changing marketplace, all while preserving the Company’s risk management practices.

Minneapolis, Mn, Us

Same as CDO role at BAML. US Bank acquired the Structured Finance group from BAML.

New York, Ny, Us

•Managed all transactions, operations, and investor reporting pertaining to debt securities funds such as Collateralized Debt Obligations and Residential Mortgage Backed Securities currently totaling $2.7 billion. •Utilized interpersonal skills to manage relationships with hedge fund and investment banking clients in order to proactively manage investment and operational risks inherent to the performance and structure of their investments.•Analyzed client fund cash flows, risk, and collateral with detailed financial models and compiled large scale reports detailing all aspects of client investments.•Participated on a shared services project team in order to integrate a new product line and eliminate redundancies for better utilization of capacity and technological resources.•Assisted in various measurable process improvement projects to reduce internal operational risks in order to parallel the bank wide directive of risk reduction and similarly capital preservation. •Maintained and referenced large amounts of legal documentation pertaining the fund’s underlying structure. •Successfully trained and managed incoming analysts on complex derivative instruments.

Us

•Provided client reporting and transaction managerial services regarding numerous Total Return Swap deals comprised of corporate bank loans.•Collaborated continuously with internal and external derivative trading desks to ensure accuracies in fund positions. •Compiled and delivered daily portfolio position and P&L reports to institutional clients and counterparties.•Reconciled all swap settlement data and subsequently processed all counterparty payments or receipts.•Managed large volumes of varying account documentation concerning loan restructuring and deal amendments.

Westlake, Texas, Us