Francis Mitchell Email & Phone Number

Washington , Dc, Us

Us

Lead finance function as part of new management team; included liquidity, investments, ALM, ALCO, FP&A and budgeting. Integral part of developing and cultivating relationships with regulators, as well as other external strategic partners for the Bank. Successfully stabilized liquidity and financial controls/reporting to ensure the bank ample time to safely evaluate and execute various resolutions to the terminal issues that faced the organization.

Charlotte, North Carolina, Us

Worked as a strategic partner with many of Truist's top depository clients (primarily $2Bln - $50Bln) to support long term balance sheet goals. Responsible for working with executive teams and boards to develop strategic plans with a focus on profitability, efficient use of capital, and the adoption and application of prudent risk management tools / methodologies.Registered Rep: Currently hold SIE, Series 7, Series 63 licenses

Bar Harbor, Maine, Us

Successfully developed and executed a three-year plan to improve earnings and profitability, as well as strengthen risk and liquidity management. This included projects such as: M&A activity, branch profitability / re-alignment, re-evaluation of all bank product/service offerings, debt issuance/extinguishment, investor relations and bank analyst strategies, as well as an overhaul of non-interest income and expense drivers.Managed and developed Bank's investment portfolio, consisting of structured finance such as CLOs & ABS, corporate debt, Agency RMBS and municipal debt. Lead or co-lead ALCO/ALM, M&A, CECL, and Competitor Analysis.

Stamford, Ct, Us

Managed majority of the Bank’s investment portfolio (Agency RMBS, Non-Agency RMBS, CLOs, Corporate Bonds) as well as highly involved in ALM and the development of the Bank’s MRMC (Model Risk Management Committee). Successfully pitched and implemented new strategies / analytical approaches around managing the balance sheet at the executive level. Highlights include:Developed a $500mm+ IG CLO portfolio, which was considered “best in class” by our OCC regulator. I also developed a specified pool and CMO strategy which added to over 20bps in out-performance (on a matched duration portfolio vs. regional peer bank portfolios) resulting in over $8 MM+ (on average per year) in additional income from 2012 to 2018, with minimal impact to IRR.MRMC highlights include working closely with regulators, and internally developing models for DFAST and CECL surrounding the investment portfolio, but also assisting other business lines with model development. Highly involved with ALM and working on improving model performance using back testing.

Toronto, Ontario, Ca

Co-managed 80+ Bln USD portfolio consisting of Consumer ABS, Corporates, Sovs, Agency and Non Agency RMBS, Agency Debt and Money Mkt Debt. Grew the portfolio from 20 Bln USD to 80 Bln USD in three years, including the creation and implementation of new asset classes for the portfolio. I developed the Bank’s Consumer ABS portfolio, which grew to $10Bln at the time of my departure.

Valley Forge, Pa, Us

Fixed income trader on the Bond Index Desk (eight funds, $70Bln USD in AUM at the time). I was the lead credit trader for basic materials sector. Other responsibilities included the trading of seasoned MBS pools, Treasuries, and TBA MBS, as well as project work. Integral part of the implementation of Index based ETFs launched and traded off of our desk with regards to creating basket selection, creation, and trading.Other responsibilities included analyzing portfolio risk metrics, cash flow trades, and working on implementing systems that streamlined processes and information flow between business units, trading desks and the credit analyst team.

Masters Of Financial Engineering (Msfe)

International Mba

Bs, C&E (Dual Concentration In Accounting & Finance)