John Ulrich Email & Phone Number

Greater Philadelphia

Greater Philadelphia Area

Advisor in the bank's BMT Asset Management group. Areas of expertise include:• Investment portfolio management• Asset allocation• Investment due diligence• Corporate finance

Greater New York City Area

• Founding Partner of boutique that structured and arranged financing for alternative energy projects, primarily utility scale installations of technologies such as solar, wind, and fuel cells. Firm focused on raising tax equity, a form of financing in which the investor's returns derive from cash flows from the project and tax benefits (tax credits and depreciation) associated with the project assets. The investment is similar to a fixed income security with both project finance and tax attributes.• Conducted investment due diligence on all aspects of subject energy projects including technology, revenue and expense projections, project sponsor capabilities, project contracts, and insurance. • Modeled and structured all financing elements, including investor cash flows, tax benefits, and accounting treatment.

Greater New York City Area

Asset Finance & Leasing Group• Originated and executed structured finance transactions that provided accounting and tax advantaged financing for client assets in the form of institutional lease agreements. This included client pitches, negotiation of financing terms and conditions, and execution of final documentation. Documentation included legal and economic terms of a typical secured bank loan as well as accounting and tax issues specific to lease transactions. • Coordinated bank’s risk and impact analysis of all aspects of financings, including credit, legal, tax, accounting, and regulatory.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Arts (B.A.), Political Science