Evan Travis Email & Phone Number

Durham, Nc

Durham, Nc

Leadership & Portfolio Management• Finance and monitor early stage healthcare companies and investors, enabling firms to innovate care delivery, generate alternate payment models and risk sharing initiatives, and reduce costs. • Transitioned into a business development role while managing portfolio of existing customers.Financial Analysis • Evaluate, review, and underwrite feasibility and forecasting models for prospective loan clients.• Supervise credit risk within loan portfolio; structure new credits, oversee troubled loans, and effectively manage credit quality to remain within tolerances. • Utilize risk analysis to execute deals and facilitate credit recommendations. Business Development• Provide banking services and lending to innovative high-growth, venture-backed companies within healthcare and life sciences sectors ranging from pre-revenue to late-stage development. • Engage in new business development initiatives; identify and secure cross-selling and up-selling opportunities to existing clients, generating client referrals to other departments within the bank.Strategic Planning & Process Improvement• Analyze and identify areas of improvement; recommend changes to leadership, and institute process enhancements. • Retain and evolve expert-level industry knowledge through extensive research on new trends. • Navigate troubled deals, enabling the bank to realize a full financial recovery and maintain positive relationships with investors. • Collaborate with executive vice presidents, bankers, and regional managers to establish regional growth, sales strategies, and goals. Communications & Client Relations• Facilitate credit-related trainings, mentoring sessions, and delegate portfolio responsibilities to bankers, client managers, and analysts. • Communicate with top-tier clients on a regular basis; deliver and ensure excellent customer service to exceed client retention goals.

Durham, Nc

Leadership & Personnel Development• Oversaw a regional portfolio of client relationships as VP, Life Sciences East; exceeded all profitability, compliance, and credit quality metrics and goals. • Organized informal training sessions for junior analysts; processed underwriting packages and facilitated open discussions to share best practices and potential areas for improvement.Relationship Building & Collaboration• Forge contacts and generate a network within the entrepreneurial community, communicating with venture capitalists, referral sources, and prospective clients.• Delegated and transitioned day-to-day client responsibilities and tasks to the client manager, enabling bankers to be available for customers’ needs.

Raleigh-Durham, North Carolina Area

Relationship Building & Customer Service• Built and maintained relationships within the healthcare and life sciences ecosystem, forming key partnerships with clients, investors, and other service providers. • Identified top tier clients, maintaining an ongoing calling effort to deliver excellent service and exceed client retention goals for the managed portfolio. • Coordinated with bankers, regional managers and risk managers to manage credit risk, including structuring and approving new credits, and overseeing troubled loans.

Leadership• Promoted to Venture Banking Officer a year early. Commended for high quality work and dedication.

Durham, Nc

Analysis and Monitoring• Managed and facilitated financial analysis, compliance, and underwriting services of senior debt facilities within a portfolio of early, expansion, and late stage technology and life science companies.• Monitored and reported on monthly portfolio performance; analyzed financial statements, covenant structure, as well as other relevant aspects, including market traction and industry influence.

Bachelor Of Arts (B.A.), Economics

Master Of Business Administration (Mba), Finance, General

Activities and Societies: Entrepreneurship and Innovation Graduate Assistant, UTRF Technology Transfer Office