Eric Siebert Email & Phone Number

Greater Chicago Area

Senior Relationship Banker within the Corporate Banking Division of the Corporate & Institutional Services ("C&IS") Group. Responsible for calling both on existing accounts and on prospects within the New England territory. Markets the key products of the firm including: credit, asset management, custody, treasury services, and wealth management. Target market includes both private and public companies.

Greater Chicago Area

OTTO Consulting Services, Ltd., was formed by Eric Siebert as a vehicle for project work with family-owned businesses, corporations, and financial institutions. In these times of market turbulence brought on both by economic and by financial challenges, Otto Consulting Services looks to help clients navigate through the rapids to reach calmer waters.Representative engagements include:• Working with a Wisconsin-based trucking firm servicing the food industry. Reviewing current organizational structure of one of the primary operating subsidiaries to provide guidance regarding a potential new organizational structure. Implementing processes to enhance performance for subsidiary and for entire entity.

Greater Chicago Area

MANAGING DIRECTOR (2001–12)Managed 4 credit analysts & $12B+ portfolio of 65+ US public/private firms of various credit quality in manufacturing, consumer products, chemicals, transportation, technology, agribusiness, airlines, & aerospace/defense industries.• Reduced credit approval response time by developing methodical/detailed approach to analysis.• Instituted mentoring program that dealt with more in-depth cash flow/capital structure focus, which resulted in enhanced financial analysis helping to streamline process.• Generated additional revenue by strengthening peer/credit analysis on homebuilding sector during housing crisis that centered on key macro/micro credit concerns while sustaining no losses for Bank.• Initiated/implemented with RMs a detailed/consistent calling effort on key clients that resulted in several mandates for agented transactions.DIRECTOR/CORPORATE BANKING MANAGER (1995–2001)Continued to enhance existing client relationships while adding marketing within Branch & mentoring to junior Relationship Managers/junior Credit Analysts. VP/TEAM LEADER (1989-95)Managed 3 other RMs. Clients included:• Caterpillar: Products purchased included: agent on dealer liquidity facility for >10 years, structured transactions that lowered Firm’s cost of capital, leasing, foreign exchange, interest rate swaps (IRS), equity/commodity derivatives, US/Euro debt capital market instruments, cash management, structured finance, other agented credit facilities, & pension management.• Sara Lee: Elevated existing relationship to CFO level, where Bank became trusted financial partner for French Franc bond deals, structured transactions, & spin-offs.• Household Finance: Developed new business relationship that generated French Franc bond transactions, asset securitization deals, & IRS.• McDonald’s & Tier 1 suppliers: Worked extensively with RM on many products, including securitization & French Franc bond deals.

Chicago, Il And Nyc, Ny

VP/TEAM LEADER, WBG (1987–89)Managed 3 & ran Midwest portfolio. VP, WBG (1986–87)VP, MIDWEST NATIONAL BANKING (1982–86)• Started as Associate; promoted to AVP; & then to VP.• Developed/structured business plan: in 3 years doubled portfolio's income. CLIENTS:• SUPERVALU: Executed numerous deals as agent, including several revolvers, Industrial Revenue Bonds (IRBs), L/C, interest rate swaps (IRS) with IRBs/outstanding debts; & cash management. Named commercial paper dealer for SUPERVALU—a highly atypical bank role.• Others: General Mills, Pillsbury, ConAgra; International Multifoods, Hormel, Sara Lee, Orval Kent, G. Heileman Brewing, United Biscuit, Universal Foods, Joseph Brewing Co, Beatrice Foods, Kraft, Quaker Oats, & Morton Thiokol.• Valspar: Closed largest M&A transaction for Bank, advising on Mobil Oil's chemical coatings division purchase & providing financing + executing related swaps.• GELCO: Developed new business relationship, transacting business with all 3 of its entities. Executed numerous IRS, named revolver agent, & participated in commercial paper back-up facility.• Jostens: Originated/closed private placements, executed various IRS, & participated within corporate revolver.• HB Fuller: Generated new business relationship, providing IRBs, LC, corporate revolvers, etc.• Others: Honeywell, Ecolab, Bemis, National Car Rental, MEI, Northwest Airlines, Grayco, Nash Finch, Dayton Hudson, First National Bank of Nebraska, Bankers Life of Lincoln, Valmont Industries, Union Pacific, GATX, Chicago City Capital Group (Baxter Travenol division purchase), Wis-Pak, RHM Holdings, & Premark.BT FORMAL CREDIT TRAINING PROGRAM, NYC, NY (1981)METROPOLITAN GROUP MANAGEMENT TRAINEE, NYC, NY (1981)Worked with manufacturing firms.WEALTH MANAGEMENT GROUP MANAGEMENT TRAINEE, NYC, NY (1981)Completed loans analysis vs various collateral, including art/jewelry.Career start: own family’s upscale gold jewelry manufacturing firm.

Master Of Business Administration (Mba)

Bs, Classical Studies

Excel Certification

Program covers advanced usage of Excel: Financial Statement Modeling, Introduction to Valuations, and LBO modeling.