Jeffrey Given Email & Phone Number

Philadelphia, Pa

Lead all business analysis for Fidem Financial, an investment advisor and manager focused in the credit card industry, with decades of experience in the industry. My team and I conduct all financial analyses to determine the best possible structures and pricing on behalf of our investors, and we act as the lead negotiator to make sure we manage the transaction in an expert fashion from start to finish and that our investors realize top-of-market returns.Our investors enjoy significant… Show more Lead all business analysis for Fidem Financial, an investment advisor and manager focused in the credit card industry, with decades of experience in the industry. My team and I conduct all financial analyses to determine the best possible structures and pricing on behalf of our investors, and we act as the lead negotiator to make sure we manage the transaction in an expert fashion from start to finish and that our investors realize top-of-market returns.Our investors enjoy significant upside potential and robust transaction elements that serve to protect their investments; in addition, through our corporate partnerships with Stone Point and OnBoard Partners, we bring best-in-class capabilities across the financial services industry spectrum. We have taken a number of transactions to their full conclusions, providing greater than 70% returns in those deals, ratifying the strength of the business model. In addition, our pipeline of over $10 billion in transactions confirms the validity of, and excitement surrounding, our approach to the market, as well as the strength of our reputation within it. Show less

Columbus, Ohio

Managed a team of 10, with responsibility for all financial aspects of business development and retention efforts for ADS’ Card Services division, a $19 billion credit card issuer focused on partnership card programs, both private label (PLCC) and co-brand (MasterCard or Visa). Responsible for all M&A activity and industry competitive analysis.Structured successful relationships with partners that meet, and typically exceed, internal financial requirements and which should, over the… Show more Managed a team of 10, with responsibility for all financial aspects of business development and retention efforts for ADS’ Card Services division, a $19 billion credit card issuer focused on partnership card programs, both private label (PLCC) and co-brand (MasterCard or Visa). Responsible for all M&A activity and industry competitive analysis.Structured successful relationships with partners that meet, and typically exceed, internal financial requirements and which should, over the lives of these partnerships, produce $10 billion in assets for Card Services.Led and completed nine portfolio acquisitions and two divestitures, encompassing over $4 billion in credit card assets. Led all related portfolio price and legal agreements negotiations. Completed all portfolio price analyses.Responsible for production of competitive analysis of competitive US card issuers. Reports are focused on the financial performance and competitive profile of US card issuers also pursuing opportunities in the card partnership space.Regularly presented results of analysis, and recommendations for action, to members of our Executive Committee, the highest-ranking members of our organization. Show less

Columbus, Ohio

M&A and Financial Analysis• Lead M&A team: responsible for managing acquisitions and divestitures initiatives in Card Services.• Lead pricing efforts for new program initiatives.• Manage research effort into competitors and due diligence initiatives for potential program partners.

Greater New York City Area

M&A and Financial Analysis• Led $4 billion in successful acquisitions for Barclays’ US credit card business. Drove all financial analyses, built materials for internal roadshows, and conducted deal negotiations with counterparties alongside internal partners.• Completed two joint venture dissolutions in UK, crucial to strategic improvement of UK card business. Dissolutions saved Financial Control and Treasury departments millions in costs and allowed redeployment of vital… Show more M&A and Financial Analysis• Led $4 billion in successful acquisitions for Barclays’ US credit card business. Drove all financial analyses, built materials for internal roadshows, and conducted deal negotiations with counterparties alongside internal partners.• Completed two joint venture dissolutions in UK, crucial to strategic improvement of UK card business. Dissolutions saved Financial Control and Treasury departments millions in costs and allowed redeployment of vital resources.• Created and produced intricate and detailed competitive analyses on major issuers in US, UK, South Africa, and Europe, a new effort within Barclaycard. Reports presented significant volume of financial information as well as strategic recommendations based on competitive trends.• Conducted full strategic revision of Italian credit card business with minimal internal assistance. Created forecast for business and decision tree for strategic options; all recommendations adopted by Barclaycard executive committee.• Drove analysis of potential $40 billion acquisition in summer 2011, as well as numerous additional potential transactions which ultimately did not come to fruition; in each case, analysis was robust and well-regarded internally; capital constraints prevented transaction execution. Show less

Greater Boston Area

Financial Analysis and Engagement Management• Drove quantitative analysis of multiple amicable separations between top-3 issuer and its agent bank clients. Conducted the entirety of the deal-related analysis on portfolios totaling over $3 billion, preserving over $1.2 billion in value.• Developed financial and valuation models for major agent bank in determining strategic options. Options included enhanced compensation metrics, “on-balance sheet” outsourcing solution, and de novo… Show more Financial Analysis and Engagement Management• Drove quantitative analysis of multiple amicable separations between top-3 issuer and its agent bank clients. Conducted the entirety of the deal-related analysis on portfolios totaling over $3 billion, preserving over $1.2 billion in value.• Developed financial and valuation models for major agent bank in determining strategic options. Options included enhanced compensation metrics, “on-balance sheet” outsourcing solution, and de novo business construction. Demonstrated $75 million in NPV of compensation improvement through maximized structure.• Directed organizational group engagement strategies, designed to improve performance of their issuer relationships, maximize their program economics, and increase member/cardholder satisfaction and value propositions.• Led entire RFP process for largest retailer in Australia pursuing new credit card relationship. Wrote 100-page RFP, directed scenario analysis, financial modeling, approval process, and counterparty negotiations team.• Co-developed new compensation, conveyance rights, and governance approaches for issuer/major FI partnership. Show less

Baltimore, Maryland Area

Credit Card Project Management• Accomplished sale of $30 million dollar portfolio for mid-market credit card issuer, even though management did not believe sale could be closed. Led all aspects of definitive agreement negotiations; set pricing and servicing levels.• Directed program re-negotiation effort for major financial services provider. Led all program modeling and financial analysis, program agreement analysis, client/card issuer negotiations, and strategy development for new… Show more Credit Card Project Management• Accomplished sale of $30 million dollar portfolio for mid-market credit card issuer, even though management did not believe sale could be closed. Led all aspects of definitive agreement negotiations; set pricing and servicing levels.• Directed program re-negotiation effort for major financial services provider. Led all program modeling and financial analysis, program agreement analysis, client/card issuer negotiations, and strategy development for new program.• Conducted RFP processes for numerous credit card programs, including two major international financial services organizations. Drove definitive agreement negotiations, loyalty program development, and card marketing strategies.Financial Services Consulting/Business Development• Developed major payments strategy initiative for top-5 Canadian bank, which created a 20% improvement in profitability. Led all work tracks, including model development, revenue analysis, and activity-based costing study.• Increased issuing revenue by 10% through client prospecting and materials/proposal development. Show less

San Francisco Bay Area

Financial Services Consulting/Business Development• Redirected strategy for credit card portfolio of major car manufacturer; identified opportunities for millions in cost savings and recommended strategy changes expected to improve profitability by 350%.• Developed business coordination strategy for Federal Reserve, including new technology strategy/marketplace approach• Led e-commerce strategy development in card services and insurance for top-5 US bank. • Managed business… Show more Financial Services Consulting/Business Development• Redirected strategy for credit card portfolio of major car manufacturer; identified opportunities for millions in cost savings and recommended strategy changes expected to improve profitability by 350%.• Developed business coordination strategy for Federal Reserve, including new technology strategy/marketplace approach• Led e-commerce strategy development in card services and insurance for top-5 US bank. • Managed business development and research initiatives in credit card, insurance and financial services industries. Show less

San Francisco Bay Area

New Business Development/Product Management• Generated millions of dollars of guaranteed revenue for AllBusiness.com, a business-to-small-business portal. Revenue represented 10% of overall company revenue for ensuing nine-month period.• Responsible for all initiatives involving financial services and insurance.

Washington D.C. Metro Area

Product Management and Business Development• Launched “starter” card for underserved customer segment. Business represents hundreds of millions in outstandings and annual revenues. Developed and implemented risk protocols and upgrade, collections, and retention strategies.• Directed new business development group in co-brand and affinities, including completion and/or management of partnerships with Mercedes, WCW, Blockbuster, and DKNY.• Launched recruiting effort at Wharton… Show more Product Management and Business Development• Launched “starter” card for underserved customer segment. Business represents hundreds of millions in outstandings and annual revenues. Developed and implemented risk protocols and upgrade, collections, and retention strategies.• Directed new business development group in co-brand and affinities, including completion and/or management of partnerships with Mercedes, WCW, Blockbuster, and DKNY.• Launched recruiting effort at Wharton, which in two years made Wharton top school in overall MBA recruiting effort.Strategic and Financial Analysis• Refined customer account valuation model and corporate industry loss expectations. Improved definition of risk for sub-prime business and company in order to expand marketplace and take advantage of additional opportunities.• Led U.S. competitor and market research four-person teams for all sub-prime markets. Show less

Washington D.C. Metro Area

Citations and Publications• Cited in two Wall Street Journal editorials, Barron’s, and The Economist magazine after analyzing the Federal Reserve, employment trends, and budget implications of macroeconomic developments.Management and Leadership• Managed national budget and employment issues for Senator Mack (Chairman of the JEC). Directed related hearings.• Chaired staff team effort on Economic Insecurity Task Force for Senators Mack and Snowe. Integrated ideas and… Show more Citations and Publications• Cited in two Wall Street Journal editorials, Barron’s, and The Economist magazine after analyzing the Federal Reserve, employment trends, and budget implications of macroeconomic developments.Management and Leadership• Managed national budget and employment issues for Senator Mack (Chairman of the JEC). Directed related hearings.• Chaired staff team effort on Economic Insecurity Task Force for Senators Mack and Snowe. Integrated ideas and agendas of task force members (one-tenth of U.S. Senate); developed political strategy for 1996 elections.New Initiatives• Wrote weekly political analysis of the economy, financial markets, and recent economic data. Analysis distributed to Congressional offices. First such weekly staff-to-staff publication by an economist. Show less

Greater Chicago Area

New Business Development• Built business from inception as sales and business development manager; increased revenue tenfold from 1991-1995.• Began forecasting financing strategies, in one case saving public sector client over $20 million in interest expense.• Turned popular weekly analysis of economic events into new revenue stream.• Dramatically improved interest rate model; led Blue Chip Economic Indicators to cite firm as top forecaster for 1994 H1.

Mba, Finance/Strategic Management/Information Strategy

Activities and Societies: Co-Chairman - Class of 1998 Class Gift Campaign, Co-Chairman - Class of 1998 Graduation Celebration Recipient.

Ba, Economics

Activities and Societies: • Financed 30% of education through in-school and summer employment. • Elected President of Wannamaker I.