Patrick Freund Email & Phone Number

Chicago, Illinois, United States

Toronto, ON, CA

VP on the ABS Banking team for BMOCM, focusing primarily on auto, equipment, and consumer asset classes from deal origination to lead ABS underwriting.

Toronto, ON, CA

• Operate as a fixed-income investment banking associate on the asset-backed securities ("ABS") banking team at BMOCM. Present, model and evaluate new debt opportunities as well as manage client relationships
• Grow & maintain business for the firm within group strategy; specializing in 5 key verticals: auto loan, auto lease, auto floorplan, equipment, and consumer lending market segments

Toronto, ON, CA

Analyst on the ABS Origination team for BMOCM. Work on both warehouse lending and term ABS opportunities from a Co-Manager to Structuring Lead capacity. Series 79, 63, SIE.

Toronto, ON, CA

• Corporate Banking Analyst for the US Fund Manager Team. Perform credit analysis, modeling, loan underwriting, and assist on deal origination for the largest fund managers in the world as clients.
• Assist on managing a portfolio comprised of global fund managers in their trading relationships with BMO Capital Markets with products including Foreign Exchange, Repurchase Agreements/Reverse Repurchase Agreements.
• Monitor client exposure across all bank product relationships to ensure it is within firm appetite, perform financial analysis on clients, complete comprehensive credit commentary across full suite of products, write.
• Communicate with the sales team, relationship managers, legal team, and credit officers to ensure client needs are being met in both deal origination and management.
• Received extensive financial analysis training including, but not limited to, financial statement analysis, M&A transactions, and pitching potential deals to credit executives. Passed two written exams to complete.
• Elected to the National Board of BMO WISE (Women In A Supportive Environment) to head up membership activation, essentially recruiting new members and helping to distribute the WISE message to employees across the.

Chicago, Illinois, US

Served under BMO Financial Group's Undergraduate Development Program from an operations capacity in assisting corporate and commercial banking. Monitored financial ratios and external debt ratings.

New York, New York, US

Assisted the head of the derivatives desk in option strategies and model execution. Other responsibilities included assisting the sales traders, learning option and other equity trading strategies, and studying investor psychology.

Rosemont, IL, US

Worked in the IT Enterprise Project Management Office supporting IT projects for the company and clients. Used visual basic macro programming to produce deliverables around performance metrics.

Itasca, Illinois, US

Supported key disciplines of sales and credit underwriting by running credit checks on prospective customers. Managed and executed the integration of 1100 new customers into the CRM for sales team and lead generation calling efforts.

Oxford, Ohio, US

I am very proud of my time served at the First Miami Student Credit Union through my career at Miami University. It served as a great introduction to retail banking from the customer and community-first mindset of a credit union. FMSCU is the sole credit union in the United States that is completely student run.

Oxford, OH, US

Offered and accepted the role of student ambassador at Miami University for the John E. Dolibois European Center after spending a semester there in Luxembourg. Served as a public speaker to prospective applicants and helped to grow the program from a sales and marketing role.

Master Of Business Administration - Mba, Concentrations In Finance And Economics

Bachelor Of Science (B.S.), Finance