Mark Appleton, Cfa Email & Phone Number

Calgary, AB, CA

Calgary, Alberta

Responsible for all components of credit risk management of ATB Financial, inclusive of the corporate, business, retail, and wealth portfolios. Responsible for the second line of defense of all credit functions. Oversee the development of all credit policies, practices, and processes, ensuring they are competitive, current, effective, and customer centric.

Toronto, Ontario

Sourced, executed, and managed junior capital transactions, including structured cash flow term loans, subordinated debt, mezzanine finance, and associated minority equity investments for Canadian and US companies in a wide range of industries. Supported businesses through transformational events, including growth capital, acquisitions, financial sponsor.

Toronto, Ontario

Led transactional support teams in the realization of the lending objectives of Business Financial Services (Small Business and Commercial). Through the Small Business Credit Coaches and the Commercial Financial Advisory Services teams, assisted in the structuring and delivery of business credit. In support of sales leaders in the regions, supported.

Toronto, Ontario

Led the strategic and creative transformation of credit policies and processes to cause a dramatic increase in the efficiency and effectiveness of all stakeholders in business lending, in turn enhancing the competitive advantage, improving both the client experience and the employee experience, and creating shareholder value.

Toronto, Ontario

Led the development and implementation of credit policy and process in support of all Commercial and Small Business clients.

Toronto, Ontario

Managed a 14-member sales and underwriting team that delivered Commercial Mortgages to clients across Ontario. Successfully contributed to product and policy changes to enhance the competitiveness of the product offering, and successfully led the change-management process (including behavioural change-management). Actively counselled team members on.

Toronto, Ontario

Responsible for the adjudication of large national credit exposures. Specializations included automotive finance, not-for-profit organizations, law firms, accounting firms, and health care professionals. Subject Matter Expert for areas of specialization, including responsibilities for advice/counsel to other Risk Managers and Account Managers, and.

Toronto, Ontario

Responsible for the adjudication of mid-size credit exposures for small, medium, and large-sized business clients. Influenced credit structure, terms, and conditions, verified quality and depth of due diligence, and pro-actively assessed opportunities to expand, enhance, and entrench client relationships

Toronto, Ontario

Analyzed, structured, negotiated, and monitored credit arrangements for a large loan portfolio of mid-market commercial and emerging corporate accounts (both public and private companies).

Toronto, Ontario

Managed and developed relationships with mid-market commercial accounts. Structured and negotiated creative and competitive solutions to meet credit needs of new and existing clients.

Toronto, Ontario

Analyzed, structured, negotiated, and monitored credit arrangements for a portfolio of mid-market commercial accounts.

Chartered Financial Analyst

Honours Bachelor Of Business Administration, Finance

Conduct And Practices Handbook

Canadian Securities Course