Allison Donahue Email & Phone Number

New York, New York, United States

Build existing and earn new long-term relationships with large corporate clients (revenue $1B+) in the consumer, retail, and apparel industries; clients include department stores, big box retailers, and publicly traded apparel retailersCollaborate with global product partners to identify and match customer needs with relevant expertise, notably with trade finance, cash management, and investment banking and markets across the Americas, EMEA, and APAC Engage in strategic dialogue… Show more Build existing and earn new long-term relationships with large corporate clients (revenue $1B+) in the consumer, retail, and apparel industries; clients include department stores, big box retailers, and publicly traded apparel retailersCollaborate with global product partners to identify and match customer needs with relevant expertise, notably with trade finance, cash management, and investment banking and markets across the Americas, EMEA, and APAC Engage in strategic dialogue with senior management internally and externally to negotiate and close new business transactions that meet both the client’s needs and the bank’s risk appetite and returns objectives Own customer engagement, ensuring excellent service for all aspects of the customer’s banking experienceLead and motivate junior colleagues and product partners to ensure the bank is meeting the client’s evolving needs Show less

New York, New York, United States

Collaborated with Global Relationship Managers to deepen existing relationships with large corporate retailers and drove new client acquisition by researching relevant prospective clients for whom the bank could add valueEnsured client’s transactions were executed smoothly from origination to execution; transactions ranged from day-to-day treasury management operations to large-scale syndicated loans and capital markets issuances

Greater Philadelphia Area

Originate, monitor, and grow a portfolio of middle market companies with $50 million – $1 billion in revenue across a variety of industries, including, but not limited to, consumer products, retail, healthcare, and manufacturingCollaborate with senior management to structure multi-million dollar transactions including, but not limited to, mergers and acquisitions, real estate and capital expenditure purchases, and extensions of working capital instrumentsDevelop and maintain… Show more Originate, monitor, and grow a portfolio of middle market companies with $50 million – $1 billion in revenue across a variety of industries, including, but not limited to, consumer products, retail, healthcare, and manufacturingCollaborate with senior management to structure multi-million dollar transactions including, but not limited to, mergers and acquisitions, real estate and capital expenditure purchases, and extensions of working capital instrumentsDevelop and maintain financial projection models to forecast clients’ potential growth, loan repayment capacity, future cash flow generation, and working capital needsAnalyze clients’ financial statements, budgets, and various performance indicators on a monthly and quarterly basis and provide actionable insights for senior leadership to manage the Bank’s credit risk Show less

San Francisco Bay Area

Participated in a full-time, residential training program at the headquarters location to enhance deal evaluation, debt structuring, underwriting, and business development skillsGained exposure to the breadth of the Bank’s lines of business through case study analysis where associates performed quantitative risk assessment, financial statement analysis, financial modeling, and industry and business risk evaluation

Greater Philadelphia Area

Prepared underwriting memorandums and performed portfolio maintenance tasks for nearly 80 clients with total credit exposure of approximately $1 billionClients included middle market and large corporate companies with a global focus, including U.S. multinationals, foreign corporates, and U.S. subsidiaries of foreign corporates

Greater Philadelphia Area

Supported a team of more than 20 commercial banking relationship managers in the Pennsylvania/Delaware region in achieving their client acquisition and cross-sell goals among mid-sized companies (revenue of $20MM-$2 B)Conducted in-depth market research to create externally-facing discussion materials that allowed relationship managers to take a view on specific dynamics, trends, opportunities, challenges, and risks impacting decision makers across a variety of industries… Show more Supported a team of more than 20 commercial banking relationship managers in the Pennsylvania/Delaware region in achieving their client acquisition and cross-sell goals among mid-sized companies (revenue of $20MM-$2 B)Conducted in-depth market research to create externally-facing discussion materials that allowed relationship managers to take a view on specific dynamics, trends, opportunities, challenges, and risks impacting decision makers across a variety of industries Performed financial modeling analyses, including peer performance benchmarking, debt capacity, working capital, and weighted average cost of capital that allow company decision makers to assess their relative financial performance, optimal capital structure, and capacity for growth via acquisition or asset purchase Show less

Greater Philadelphia Area

Conducted industry research to produce externally-facing discussion materials, which enabled commercial banking relationship managers to engage in high-value dialogue with customers and prospects Performed in-depth company screenings to identify competitors of customers and prospects for peer benchmarking analyses Gained an understanding of financial modeling analyses, including peer performance benchmarking, working capital, debt capacity, and weighted average cost of capital

Greater Philadelphia Area

Led twice-daily tours for prospective families, and supported a team of admissions counselors by managing the daily operations of the office

Bachelor'S Degree, Finance, Magna Cum Laude

Activities and Societies: Blue Key Tour Guide Society, Villanova School of Business Ambassadors, Gamma Phi Business Honor Society, RUIBAL.

High School Diploma