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.

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.

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.
• 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….
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.
• 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.

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
• 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.
• 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 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.

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
• 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.
• 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 of.

Ba, Economics

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