John Needham Email & Phone Number

Wilmington, Delaware

Business leader and manager of a team of high performance relationship managers and client administrators providing trust and agency services to issuers of corporate debt and trust preferred securities.

Wilmington, Delaware

• Seasoned corporate trust professional; develops client relationships, negotiates deal terms/ legal contracts, closes new/ retentive business and manages administration of a portfolio of global capital markets transactions.

• Former President and Vice President of Board of Directors.• Managed all aspects of the business of this not-for-profit organization, including organizing and leading meetings, setting a strategic vision, delegating tactical initiatives and driving for results.• Led planning and successful execution of Rebuilding Day events, serving as a Director since 2004.• Orchestrated merger/consolidation with other New York City based Rebuilding Together affiliates.• Organized and led the JPMorgan volunteer team for annual Rebuilding Day event dedicated to renovating homes and community centers of people in need in New York City from 1999 – 2003.

• Negotiates and closes deals valued up to several billion dollars each that encompass a wide range of debt capital market, structured finance, project finance and escrow structures, including closed largest emerging markets corporate international debt issuance in history in 2013 (Petrobras $11 billion issued).• Analyzes and negotiates terms of legal contracts that govern complex financial transactions with investment banks, legal teams and clients, with risk management being the priority.• Navigates multiple deals with varied timelines through a wide array of internal/external processes, involving various parties and culminating in the timely and successful closing of each deal. (Know Your Customer, deal negotiation, business acceptance, operational set-up, closing, etc.)• Interacts closely with wide range of international clients including supra-nationals, sovereigns, financial intermediaries and multinational corporations.• TMG Technology Team Leader – Leads team focused on technology innovation to support Transaction Management Group. Publishes quarterly technology newsletter.• Closed eleven transactions in last four years that won Latin Finance Deal of the Year Awards.

• Negotiated and closed trust and agency transactions with investment banks, legal counsel and clients, including the 2010 Restructuring Deal of the Year, as recognized by Latin Lawyer.• Oversaw daily cash flows and investment activity in client accounts that often exceeded $1billion.• Managed all aspects of ongoing administrations for more than 100 deals and collaborated with Sales Team to price deals and maximize client profitability.• Worked to eliminate and/or minimize potential risks to the bank by negotiating favorable terms in legal contracts for new transactions, proactive management of compliance items/cash flows for existing deals and escalation of any potential liabilities.• Forged strong and profitable relationships with Latin American sovereign and corporate clients.• Participated on Employee Engagement Committee soliciting feedback from coworkers and developing action plans for management team in order to improve employee satisfaction.

• Planned and managed projects that increased revenues, including implementing a corporate client fee increase that generated in excess of $1.5 million of incremental revenue for the US Corporate and Municipal businesses.• Performed extensive market research for strategic planning purposes, sales targeting and other projects.• Worked closely with business managers, sales and service delivery to evaluate and price new deals.• Oversaw the final stages of development, testing, implementation and periodic enhancements of Trust Accounting Reporting, a web-based reporting system aimed to improve client satisfaction.• Created and executed rollout and marketing plan for Trust Accounting Reporting system, including giving demonstrations to high profile clients and providing internal training for employees.• Managed the conversion of the Citizens Bank corporate trust business into JPMorgan’s systems and operating model resulting in $2.2 million in incremental revenue.

• Managed a team of account officers and corporate trust administrators.• Led team meetings; conducted employee interim reviews and annual performance appraisals.• Participated in client calls to expand business relationships and resolve any service issues.• Managed a full book of US corporate and municipal trust and agency accounts.

Relationship Manager - Corporate Trust Services - US Corporate and Municipal Debt• Managed client relationships for a portfolio of US corporate and municipal bond issuers with various debt financing structures.• Worked closely with salespeople to prepare fee proposals, close deals and develop client relationships.• Reviewed and negotiated terms of trust indentures, resolutions and agency documents with deal managers, attorneys and clients.• Directed daily cash and asset activity in trust accounts, monitored compliance items and debt service payments, prepared redemption notices, completed annual account reviews and solved problems.• Participated in special projects including the due diligence process for potential business acquisitions.

Relationship Manager - Corporate Trust - Municipal Debt

Trader - Capital Markets - VRDNs - 4(2) Paper

Bachelor Of Arts, English

Activities and Societies: Kappa Sigma, Crew Club

Hs Diploma