Kathleen Burns Email and Phone Number

Transformation & Process Improvement Leader

- Responsible for leading Downtown Dallas, North Dallas and Ft. Worth office Middle Market Relationship Mangers and Business Development officers. Expanded “Commercial Banking Leader” role responsibilities (see 2019 role). Company revenue size coverage: $50 million to $500 million.

- Responsible for leading Downtown Dallas and North Dallas office Middle Market Relationship Mangers and Business Development officers. Continued “Commercial Banking Leader” role responsibilities with formal Market Executive title. Company revenue size coverage: $50 million to $500 million.

- Responsible for leading Downtown Dallas and North Dallas office Middle Market Relationship Mangers and Business Development officers. Leader chosen to integrate two offices into “One Dallas” team including: sales, credit and customer service functions. Company revenue size coverage: $50 million to $2 billion. - Drive new relationship acquisition, establish strategic approach and support credit execution on Middle Market opportunities with respective teams. Collaborate with key product partners to offer full Wells Fargo platform including: ABL, Equipment Finance, Treasury Management, FX, Interest Rates. - Responsible for 11 direct reports in 2021 during transformational change experienced in the business including reporting to Central Region Executive from February 2021 to November 2021 during Division Executive search.

Lead a team of Relationship Managers for the Business Finance Dallas WFCF office. Covering portfolio of ABL customers in various industries including Energy.2018 Co-Chair Wells Fargo Capital Finance Community Support Campaign - Dallas Office

Senior Underwriter for Agented ABL transactions. Size ranging from $10 million to $500 million. Lead structuring, negotiation and documentation of Agented and Syndicated Asset-Based Credit Facilities for acquisitions, private equity buyouts, recapitalizations, growth capital, refinances, and working capital needs.-GE Capital acquisition underwriter, 2nd largest acquisition in Wells Fargo history- Leader for high visibility BSA/AML and High Risk projects that included Divisional and Wholesale Bank impact. -40 under 40 award winner - Commercial Finance Association (CFA) 2017-Co-leader of the Women's Network for Wells Fargo Capital Finance - Santa Monica chapter-Wells Fargo Capital Finance Diversity and Inclusion Council Member

Structured Foreign Exchange, Interest Rate, Treasury Management and Commodity products with ABL portfolio teams to expand cross-sell. 140% pipeline y/y pipeline growth.  Negotiated ISDA documents Managed one Cross-Sell Relationship Manager and provided direction to one part-time Analyst and various Summer Interns.

Developed pitch books and attended client meetings with Senior Relationship Manager discussing capital structure, financial results and strategic plans of clients. Collaborated with multiple product partners including investment banking, foreign exchange, treasury management, and interest rate hedging.Assisted in the underwriting of new or complex unsecured syndicated revolving credit facilities of Investment Grade Companies with revenues exceeding $1B. Completed financial modeling using Excel and MRA to test management and downside case projections.Researched and profiled prospects and completed abbreviated credit memos for Loan Supervision in order to identify credit appetite. Presented prospects to Loan Supervision via conference call or small group discussions.

Supported Senior Relationship Manager with 14 borrowing customers in the NY, MA, CT, VT, NH and ME territory. Customer industries included manufacturers and wholesalers, retail, advertising and media, and business services.Prepared and submitted full credit reports for new and existing borrowers to include identification and assessment of key risks, industry analysis and financial performance analysis. Successfully completed Wells Fargo Financial Analyst Program