Drew Poteat Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Responsible for managing a portfolio of 25-30 large corporate clients (both public and private) with global exposure of ~$25 Billion across a multitude of credit products. The Investment Banking Portfolio Management team underwrites Corporate and Investment Banking (CIB) transactions to new and existing clients and actively manages the existing portfolio in order to meet client needs while also ensuring appropriate risk/return strategies. The group underwrites lead and non-lead opportunities… Show more Responsible for managing a portfolio of 25-30 large corporate clients (both public and private) with global exposure of ~$25 Billion across a multitude of credit products. The Investment Banking Portfolio Management team underwrites Corporate and Investment Banking (CIB) transactions to new and existing clients and actively manages the existing portfolio in order to meet client needs while also ensuring appropriate risk/return strategies. The group underwrites lead and non-lead opportunities that span from investment grade to sponsor-owned, leveraged transactions and executes amendments, refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, annual client reviews, watchlist management, and amendments/waivers, as well as executing compliance, audit and regulatory guidelines and reviews. The group is also responsible for early identification of emerging credit problems and industry trends in order to initiate risk mitigation actions and ensure appropriate capital allocation.Consumer & Retail Group Show less

Charlotte, North Carolina, United States

The Special Assets Group manages the high risk/criticized or distressed loan portfolio for Bank of America. The Group is responsible for managing a portfolio of more complex, and typically larger stressed banking relationships / transactions and is directly involved in workout strategies, capital structuring, and negotiations for clients across all sectors.

Charlotte, North Carolina, United States

The Global Risk Development Summer Analyst Program is a summer internship that introduces qualified candidates to Bank of America and the Global Risk Management (GRM) group. GRM's function is to ensure the Company pursues a responsible growth strategy through strong risk management practices while deploying capital appropriately to support business activities and maximize shareholder value. GRM oversees the Company's governance and strategy for global risk management, including relationships… Show more The Global Risk Development Summer Analyst Program is a summer internship that introduces qualified candidates to Bank of America and the Global Risk Management (GRM) group. GRM's function is to ensure the Company pursues a responsible growth strategy through strong risk management practices while deploying capital appropriately to support business activities and maximize shareholder value. GRM oversees the Company's governance and strategy for global risk management, including relationships with key regulators and supervisory institutions worldwide. Summer analysts are provided with the opportunity to work on various tasks necessary for the management of the Company's 8 segments of risk - strategic, market, credit, compliance, liquidity, operations, reputational and climate risk. Show less

Bachelor'S Degree, Accounting And Finance

Bachelor'S Degree, Accounting And Finance