David Perry Email & Phone Number

San Antonio, TX, US

Pasadena, CA, US

• Sought out by a former boss in early 2021 to work remotely with the Las Vegas, Nevada Commercial Banking Center remotely from San Antonio, Texas.
• Responsibilities primarily include underwriting large and complex commercial credit facilities involving gaming-related activities as well as commercial real estate in California, Nevada and Texas.
• Successfully underwritten, managed through approval, closing, and funding $250MM+ in new CRE credit facilities in tenure of the position.

Washington, DC, US

• Served as a subject matter specialist in the area of financial management and access to capital for the clients of the Minority Business Development Agency’s outreach in South Texas.
• Services provided included financial, credit and risk analysis, general finance counseling, loan and grant identification and packaging, as well as introductions to key contacts in the commercial lending/banking and.
• Instrumental in arranging financial awards for clients totaling $89MM in tenure of the position.
• Continue to lend assistance in the area of Access to Capital on a volunteer basis.

Los Angeles, California, US

• Served as a senior member of the largest commercial lending team in the bank. Handled a complex commercial loan portfolio (C&I and CRE) totaling $170MM in commitments.
• Credit facilities ranged in size from a low of $1MM to a high of $50MM in aggregate credit exposure.
• Portfolio consisted of middle market banking relationships in the Los Angeles and New York City areas.
• Responsibilities included new business development of C&I relationships involving international trade finance, asset-based lending, as well as commercial real estate transactions.
• Industries served consisted of importers and wholesale distributors of residential furniture, women's shoes, fabric, apparel products, private label manufacturers of beauty/cosmetic products, steel importers.

Los Angeles, California, US

• Served as a team leader and relationship manager responsible for all aspects of growing and maintaining a $100MM+ middle market commercial loan portfolio of domestic and international banking relationships in the Los.
• Credit facilities ranged in size from a low of $500M to a high of $22MM in aggregate credit exposure.
• Recruited to rejoin the institution in late 2011 to help resolve a challenging lending situation with the Bank’s largest commercial client which had set up an apparel manufacturing operation in Phnom Penh, Cambodia.
• Portfolio included direct client relationships and syndicated credit facilities financing importers and wholesale distributors of textiles and apparel, kosher food products, diamond and jewelry manufacturers/retailers.

Chicago, Illinois, US

• Served as a relationship manager responsible for all aspects of growing and maintaining a $140MM+ middle market commercial loan portfolio of banking relationships in the Los Angeles area.
• Clients served had annual revenues of $50MM on up to $500MM, and corresponding credit facilities of $5MM up to $20MM.
• Portfolio included direct client relationships and syndicated credit facilities financing general contractors, structural steel fabricators, casinos, wholesale distributors of ethnic food products, electronics.
• Responsibilities also included cross-selling of other bank products ranging from treasury management solutions, capital markets, and corporate credit cards as well as customized deposit products.

Master Of Science - Ms, Data Analytics

Graduate Certificate, Professional Graduate-Level Leadership Education In Banking, Finance, And Economics

Master Of International Management - Mim, Global Management

Master Of Business Administration - Mba, Accounting And Finance

Bachelor Of Science - Bs, Tourism Management With A Minor In Business Finance