David Wildman Email & Phone Number

Corporate Finance/Insurance/KYC

• Negotiate financing terms and agreements for term loans, revolvers, and letters of credit
• Arrange for additional lease lines with vendors
• Oversee Property and Casualty and Professional Liability insurance policies

• Managed treasury operations team and served as escalation point on urgent matters
• Coordinated treasury requirements and implemented new processes to accommodate new fund launches
• Represented Treasury in due diligence meetings with investors and counterparties
• On-boarded a new commercial banking relationship, and established positive pay, debit filters, ACH and SWIFT capabilities
• Identified gaps and implemented various cash controls
• Procured Series 7 license

• Managed daily treasury processes including margin maintenance, cash portfolio, and wires
• Implemented repo and sovereign bond trading generating an additional $1mm+ in yield
• Launched FX hedging capabilities for various VC and PE investments
• Spearheaded Treasury team’s involvement in Form PF and AIFMD filings

• Manage corporate investment portfolio ensuring daily liquidity, preservation of principal, and policy compliance
• Hedge foreign currency exposure with forwards and swaps
• Responsible for monthly and quarterly reports pertaining to debt and investments
• Present economic data and investment portfolio to Senior management at monthly meetings
• Created SOP for leasing process and centralized payment process with accounts payable
• Forecast direct cash flow on a monthly… Show more

• Analyzed data using Fitch Ratings’ loss coverage model
• Presented analysis to senior management committees
• Corresponded with bankers and deal issuers regarding new deals
• Determined bond sizes for various derivative and non-derivative bond structures
• Closed new deal securitizations and issued Rating Letters and Press Releases

• Priced, locked, and extended loans with secondary investors
• Managed back-office operations; ensuring that the mortgage processors were effectively dealing with client files, and maintaining client and banker relationships.
• Created accurate monthly and yearly financial spreadsheets for Senior Management
• Arranged and led interoffice meetings to streamline workflow and ensure compliance standards were maintained
• Responsible for applying and maintaining current licensure to… Show more
• Responsible for applying and maintaining current licensure to conduct business in five states, as well as obtaining licenses in new states Show less

M.B.A., Finance

Bachelor’S Degree, Finance