Bobby Stephenson Email & Phone Number

Dallas/Fort Worth Area

Bobby works with public and private Middle Market companies providing solutions across credit, domestic & international treasury, capital markets, risk management and the full spectrum of Bank of America's vast resources. Serving as the relationship quarterback, Bobby coordinates the full BofA deal team to deliver a unique strategy helping each client achieve their goals.

Oklahoma City, Oklahoma Area

At J.P. Morgan Chase & Co., Bobby led a team of middle market banking professionals with disciplines in domestic and global treasury, credit products, liquidity management, international trade, foreign exchange and capital markets—among others; delivering comprehensive financial solutions and strategic guidance to all types of middle market companies in the Oklahoma City area.

Dallas/Fort Worth Area

Derivative Sales Manager• Managed all aspects (strategy, forecasting, sales, operations, compensation, hiring, retention, development) for 1-4 team members marketing interest rate derivatives across geographies including the western and southern U.S. to clients within middle market, real estate, private equity, financial institutions, private banking, business banking, automotive dealers, asset-based lending, energy and franchise finance• Teamed with peers to cross-sell equity, foreign exchange, commodity and credit derivatives• Analyzed and presented joint solutions with bankers across debt capital markets, loan syndications, private placements, leasing, treasury, card solutions and credit underwriting• Strategic meetings with executive managers and direct reports to devise business plans and budget forecasts• Frequent speaker to internal groups regarding interest rate markets, economic data releases and the Federal Reserve• Managed reduction-in-force (RIF) following financial recession• Presented ad hoc projects to management using data mined across multiple banking divisions

Dallas/Fort Worth Area

Interest Rate Derivative Sales• Extensive travel and meetings with business owners, CEOs, CFOs, Treasurers, Controllers and CPAs to provide economic market updates, provide education on risk management products and discuss solutions appropriate to their specific capital structure and risk tolerance• Executed 1000+ transactions comprising vanilla and complex swaps, caps, collars, forwards and options on traditional bank debt as well as syndicated loans, taxable and tax-exempt bonds, leases, mortgage portfolios and real estate facilities• Expertise in ISDA negotiations, FAS 133 accounting and Dodd-Frank regulations • Worked with underwriters and credit officers to assess client-specific credit capacity

Dallas/Fort Worth Area

Interest Rate Derivative Sales

Greater Chicago Area

Equity and Interest Rate Derivative Sales• Supported senior derivatives marketers by using advanced Microsoft Excel and PowerPoint techniques to prepare presentations comprising requisite economic data and product pricing• Organized sales desk and handled incoming internal and external calls while others traveled• Earned separate coverage territory less than six months after joining desk

Lubbock, Texas Area

• Examined portfolio banks for safety & soundness across the CAMELS system for ranking banks • CAMELS evaluation includes analyzing the bank’s capital structure, asset underwriting policies and practices, management strength, historical and projected earnings quality and strength, ALM and liquidity policies and practices and management information systems• Evaluated compliance with regulatory statutes including Community Reinvestment Act (CRA) and Bank Secrecy Act (BSA)• Analyzed internal and external audit functions to ensure proper controls and monitoring• Reported findings to boards of directors through written reports and oral presentations

Lubbock, Texas Area

• Prepared individual and corporate tax returns• Prepared and entered G/L accounting entries for monthly bookkeeping

Mba, Finance

Bba, Accounting

Accounting

Education record

Education record

Education record