Bert Nelson Email & Phone Number

Priced and structured foreign and domestic leveraged leases of $20MM to $150MM equipment and facilities for equity investment. Analyzed the lease portfolio for corporate accounting and tax departments. Created a financial projection of an Irish leasing company with multiple leases out to 2031.Repriced IRS settlements of structured leases. Performed.

Key responsibilities included working with relationship groups and shipping industry specialists to originate and to price structured lease transactions to global Citibank clients. These transactions required interaction with Citibank clients at a senior level. Facilitated and mediated customer and internal corporate expectations to surface and resolve.

Responsible for all pricing analyses and for contacting and negotiating with equity investors and appraisers. Explained manufacturing equipment and processes to Japanese colleagues. Participated in site tours. Primary business is domestic leasing for Japanese subsidiaries in the U.S.Competitively priced and won more than 16 leveraged lease transactions.

Priced asset based equity or debt financing for transactions from $5MM to more than $250MM in equipment cost. Competitively priced and structured ownership and commissioned FSC transactions of up to $125MM. This involved extensive contact with tax attorneys and lessee advisors.Structured off balance sheet financing for transactions up to $35MM.Created a.

B. S, Physics

M.B.A, Accounting

Baruch Graduate Fellowship Thesis: An Investigation of Stock Market Behavior Around a Threshold of Firm Distress: A Re-examination of the.