Bill Haley Email & Phone Number

Cincinnati, Ohio, US

Underwriting - Preparation of focused credit analysis that evaluate the borrower, guarantor and collateral as primary, secondary and tertiary sources of repayment, identifying the primary risks of the credit and whether they can be properly mitigated, and presenting a thorough understanding of the borrower and credit structure.Portfolio Management.

• Mergers & Acquisitions
• Managed client engagement projects from inception through closing of business sale or acquisition.
• Coordinated and undertook the development of valuations, marketing plans, due diligence, strategic buyer contact and other project requirements.
• Developed and maintained relationships with referral sources.
• Managed the activities of other staff members relative to project requirements.

• Wealth Management Advisor
• Initiated and maintained client relationships with high net worth individuals and foundations.
• Structured, implemented and monitored investment portfolios comprised of equity, fixed-income and alternative investments.
• Established and maintained professional relationships with centers of influence.
• Managed administrative staff responsible for providing family office and business management services.
• Coordinated relationships for clients with various professionals such as tax accountants, estate attorneys and insurance brokers.

New York, NY, US

• Real Estate Relationship Manager
• Evaluated and monitored Real Estate Investment Trusts, commercial developers and homebuilders to assess the company’s financial and business risk profile.
• Prepared and presented credit rating recommendations to committee for the issuance of unsecured debt and preferred stock.
• Managed two junior analysts.
• Interacted with issuers, underwriters and investors.
• Wrote industry-related articles for S&P publications.

Charlotte, NC, US

• Real Estate Finance Banker
• Managed a $16 million loan portfolio comprised of seven developers in southeast Florida.
• Structured and negotiated new credit facilities.
• Marketed and originated new business.
• Made recommendations to senior management regarding credit approvals and account strategies.

New York, NY, US

• Real Estate Finance Banker
• Managed a $150 million loan portfolio consisting of eight developers in the southeastern United States.
• Analyzed the creditworthiness of the borrower and the project.
• Managed the loan closing process by coordinating the efforts of appraisal, legal, administration and construction services.
• Administered a real estate loan portfolio in excess of $300 million in commitments.

• Loan Syndication & Foreign Exchange
• Oversight of a multi-billion dollar syndicated loan portfolio.

B.S., Economics & Management

Financial Planning