Greg Stevens Email & Phone Number

Calgary, Alberta, Canada

Western Canada

In my capacity as Senior RM, I specialize in working solely with Automotive Dealerships, including Recreational and Powersports vehicles.Working with individual dealerships, and medium to large Groups, the portfolio of authorized credit exceeds $1 Billion, $500 million on a utilization basis.Average authorized credit exceeds $35 Million, with the largest credit structure exceeding $500 Million in authorized hold.Specific experience with:Acquisition financing utilizing Enterprise Value and cash flow leverage covenants;ABL for flooring of vehicle inventory;Lease Line financing;LOC, L/C, Term and MTG Loans, etc.In this role, I service a large geographic area, work with large complex organizations, and coordinate a large team of people within TD Bank's Operations, Credit and Administrative groups.

Central Okanagan, British Columbia, Canada

In this capacity I supported large business clients in the Okanagan BC region. In this role, most of my time was spent assessing commercial credit requirements, and creating appropriate credit structures for my clients. In this role I worked with multiple different businesses in various industries including Hospitality, Transportation, Industrial & Trade Contracting, Highway & Road Maintenance, Business and Health Professionals, Retirement Homes (including development), Knowledge Based, NPO, MUSH, MIC, Manufacturing, Food and Beverage, and more.Average authorized credit between $5 Million - $10 Million with the largest deals up to $25Million. Business sizes ranged from less than $3 Million in Revenue to above $300 Million.Total Portfolio of Authorized Credit was just under $130 Million.

North Okanagan, Shuswap, Revelstoke

Supporting Medium and Large Businesses' financial needs in the Northern Thompson/Okanagan region of BC.

Kelowna, British Columbia - Supporting Prince George

As Analyst I supported clients in Prince George, underwriting credit, completing due diligence, and ensured risk controls were maintained.

Vancouver, Canada Area

Vancouver, Canada Area

While working as an Associate and then Account Manager at the Vancouver TD Tower Commercial Banking Center I had the privilege of working with some of Vancouver's most successful businesses, in industries such as Real Estate, Health Care, Manufacturing, Legal, Auto Dealer, IT, Transportation, Agriculture, Hospitality and others.

West Vancouver

Successfully accumulated and carefully managed $35 Million in Assets Under Management (AUM), utilizing unique proprietary trading models. Guided HNW clients' investment and wealth management solutions through use of exclusively created Investment Policy Statements and Financial plans.

Banking and credit management, cash flow analysis, investment advice, customer service.

Postgraduate Diploma In Accounting (Dipacc), Accounting

Investment Management / Credit Risk Assessment

Moody's Commercial Lending (CLCA) - 2015 Certified International Wealth Manager (CIWM) - 2014 Chartered Investment Manager (CIM®) - 2009.

B.A., Classics/Economics