Bill Wells

Bill Wells Email and Phone Number

VP - Commercial Relationship Manager II @ TD
Philadelphia, PA, US
Bill Wells's Location
Greater Philadelphia, United States, United States
Bill Wells's Contact Details

Bill Wells personal email

n/a
About Bill Wells

609-707-5086 / William.Wells@td.comI am a Commercial Relationship Manager with TD Bank. I act as a trusted advisor to secure financing for my clients and serve as a touchpoint for their general banking needs (Treasury Management, Wealth / Asset Management, Merchant Services, Foreign Exchange, etc). I handle both C&I and Commercial Real Estate relationships.I am a banking professional with several years of underwriting experience in C&I and CRE lending across various industries. I have experience underwriting companies ranging from $25MM up to $1Bn in annual revenues. I understand our process and can help you navigate it to get the solutions you need.My experience includes: syndicated lending for M&A activity, working capital financing, equipment financing, CRE financing (both owner occupied and investment deals), and managing a portfolio of clients through annual reviews/renewals and quarterly covenant testing.

Bill Wells's Current Company Details
TD
VP - Commercial Relationship Manager II
Philadelphia, PA, US
Employees:
1
Bill Wells Work Experience Details
  • Td
    Vp - Commercial Relationship Manager Ii
    Td
    Philadelphia, Pa, Us
  • Td
    Vp - Commercial Relationship Manager Ii
    Td Oct 2022 - Present
    Toronto, Ontario, Ca
    - Manage a book of 30+ C&I and CRE clients with revenues up to $250MM- Provide lending and general banking solutions to C&I and CRE businesses in TD’s Commercial Banking segment.
  • Td
    Avp, Credit Analyst Iii - Community Banking
    Td Jan 2022 - Oct 2022
    Toronto, Ontario, Ca
    -Underwrote new money and annual reviews for C&I and CRE deals for companies with up to $75MM in annual revenues.
  • Td
    Avp, Credit Analyst Ii - Middle Market Banking
    Td Aug 2021 - Jan 2022
    Toronto, Ontario, Ca
    -Underwrote C&I loan requests and annual reviews including syndicated loans for companies with annual revenues between $75MM-1Bn.
  • Td
    Credit Analyst I - Middle Market Banking
    Td May 2020 - Aug 2021
    Toronto, Ontario, Ca
  • Td
    Credit Analyst I - Community Banking
    Td Jul 2019 - May 2020
    Toronto, Ontario, Ca
    -Completed 10 week formal credit training program and ultimately received an overall 4.79/5.00 rating (rated as "outstanding").
  • Td
    Credit Analyst Intern - Community Banking
    Td Jan 2019 - Jul 2019
    Toronto, Ontario, Ca
  • Princeton Mercer Regional Chamber
    Member Board Of Directors
    Princeton Mercer Regional Chamber Jan 2024 - Present
    Princeton, Nj , Us
    https://www.princetonmercerchamber.org/- Board Member- Real Estate Business Alliance (REBA) Committee Member
  • Community Foundation Of South Jersey
    Member Board Of Directors
    Community Foundation Of South Jersey Jun 2024 - Present
    Haddonfield, Nj, Us
    https://www.communityfoundationsj.org/
  • Camden County Regional Chamber Of Commerce
    Member Board Of Directors
    Camden County Regional Chamber Of Commerce Oct 2022 - Jan 2024
    https://www.camdencountychamber.com/
  • Td
    Commercial Credit Analyst Intern
    Td Jun 2018 - Aug 2018
    Toronto, Ontario, Ca

Bill Wells Skills

Financial Analysis Team Leadership Business Analysis Leadership Risk Analysis Moody's Risk Analyst Microsoft Excel Organization Skills Organizational Leadership Customer Service Public Speaking Microsoft Powerpoint Microsoft Word Management Marketing Powerpoint Microsoft Office Research Communication Data Analysis Maestro Credit Trained Teamwork

Bill Wells Education Details

  • The College Of New Jersey
    The College Of New Jersey
    General

Frequently Asked Questions about Bill Wells

What company does Bill Wells work for?

Bill Wells works for Td

What is Bill Wells's role at the current company?

Bill Wells's current role is VP - Commercial Relationship Manager II.

What is Bill Wells's email address?

Bill Wells's email address is wi****@****ade.com

What schools did Bill Wells attend?

Bill Wells attended The College Of New Jersey.

What skills is Bill Wells known for?

Bill Wells has skills like Financial Analysis, Team Leadership, Business Analysis, Leadership, Risk Analysis, Moody's Risk Analyst, Microsoft Excel, Organization Skills, Organizational Leadership, Customer Service, Public Speaking, Microsoft Powerpoint.

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