Paul Galloway, Cfa Email & Phone Number

Treasury Services | Advise | Assist | Research | Inform

Peachtree City, Georgia

Since Strategic Treasurer was created in 2004, we’ve helped hundreds of corporate clients face real world treasury issues. Our team of senior consultants are in fact experienced corporate practitioners who have “hopped the desk” to the consulting side. Strategic Treasurer consultants are known not only for their expertise in the treasury space, but also.

West Des Moines, Iowa

• American Equity Investment Life Holding Company was formed in 1995. American-owned and operated company headquartered in the heart of the Midwest, American Equity is a leader in the fixed indexed annuities marketplace..
• Led centralization of American Equity’s Treasury function through and RFP process for the selection of a treasury management system and treasury aggregator connecting to commercial banks and custodian
• Managed RFP and selection of banking partner for $1 billion securities lending program
• Opened master repurchase agreements with two additional banking partners for two American Equity legal entities to help with liquidity management
• Played significant role in securing membership to the Federal Home Loan Bank of Des Moines allowing for over $1 billion in potential bank advances in support of liquidity management
• Acted as key member in closing $3.8 billion reinsurance transaction with Brookfield Asset Management

3320 Westown Parkway, West Des Moines, Iowa

• We are a growing craft brewery currently located in St. Charles, Iowa. We will be moving to a new location south of Valley West Mall in West Des Moines, Iowa at 3320 Westown Parkway. We are building out the new.
• Owner/Operator responsible for all business aspects including brewing our craft beers, sales, relationship management, business development, research and development, financial and risk management, marketing, and.

West Des Moines, Iowa

JAG Consulting is a corporate finance and investment consulting advisory firm that helps companies develop financial tools for investment decision making to ensure positive cash flow and reduce financial risk through more effective management of assets to improve bottom line margins and reduce costs. JAG Consulting provides advisory services for capital.

West Des Moines, Iowa

• The Context Network® is an agribusiness consulting firm focused on helping their clients increase productivity, efficiency and sustainability Existing Consulting Engagement: Completed quarterly company analyses of.
• Recommended updates to the Context client reporting template to bring greater clarity to trends and analysis comments

700 Locust Street, Ste. 223

Bridgepoint Investment Banking professionals have advised on more than $158 billion of transaction and advisory services for their clients over their careers. Bridgepoint Advisory Services provides M&A, debt and equity transaction services and related strategic expertise including:> Complex Financial Modeling & Pro Forma Development> Debt Capacity.

Clive, Iowa

• Founded in 2007 TMG Financial services provides funding vehicles and credit card programs to credit union partners with about $200 million in assets and over 130,000 credit cards Existing Consulting Engagement: Helped.
• Led research and analysis of funding opportunity with strategic partner
• Assisted CFO in development of securitization process, analysis of approaches and presentation to senior management

West Des Moines, Iowa

• River Glen is a venture capital firm established as an Iowa Innovation fund specializing in seed and early stage startup company investments in the areas of agricultural, financial and medical technologies
• Completed a three-month contract to source prospects to raise capital for the firm’s fund. Led development of investment process from screening to investment exit.
• Led research and analysis of potential investment opportunity of up to $25 million to create new vertically integrated business within Iowa.
• Networked and met with over 60 potential investors for the River Glen Venture Partners I fund.

Johnston, Iowa

• Developed valuation template for trait technology programs/projects, including process for procurement of assumptions by coordinating with program leaders and regional market leaders
• Established portfolio screening process for programs/projects in early stage discovery and development
• Completed performance reviews on 19 trait technology programs (a total of 76 projects) and 10 germplasm programs (a total of 94 projects)
• Analyzed 16 trait technology programs (a total of 69 projects) for investment decision making by senior management based on risk adjusted values/returns relative to the investment made and company strategy
• Developed approach to value enabling technologies that drive internal business efficiencies that improve bottom line margins through reduced organizational costs
• Created process, as part of a team, for innovation formulation for DuPont strategic initiatives that extends across business units

Des Moines, Iowa Area

• Rotational position focused on audits of Principal Global Investors (“PGI”) operations and boutiques as well as Principal International (“PI”) asset management businesses
• Completed audit of Edge Asset Management, a PGI investment boutique that manages over $20 billion in assets under management (“AUM”) using Equity, Fixed Income, and Asset Allocation investment strategies
• Led team that completed an audit of the product design process for PGI and Principal Real Estate Investors
• Participated as audit team member for the audit of PI’s joint venture with CIMB Bank in Malaysia
• Acted as lead auditor for audit of PGI’s asset management operations in Singapore

Des Moines, Iowa Area

• Valued and assisted in the sale of a New York based pension business for $14 million, of which $2 million was in the form of an earn-out, we received the full amount of the earn-out
• Analyzed numerous approaches to raising capital during the financial crisis (2008 - 2009) and in May 2009, as part of a team, assisted in the issuance of $1.15 billion of equity capital and $750 million of debt
• Helped in the valuation, due diligence, and structuring for the 23-year extension of our distribution agreement for our Brazilian operations
• Worked with a variety of business unit leaders (PGI, PI, Health, SBD, Principal Funds) in the evaluation and analysis of potential acquisition targets
• Assisted in developing presentations for formal approval (i.e., CSWG and CFC) of potential mergers, acquisitions, and divestitures ("MA& D") as well as bid letters/indications of interest
• Performed multiple lease versus buy analyses, including the sale of an older corporate aircraft and purchase of a new corporate aircraft

Des Moines, Iowa Area

• Assisted in asset and liability management of $27 billion Core Bank portfolio through risk analysis and funding gap management
• Helped develop detailed process to purchase assets and redeem capital stock in order to reallocate the Bank's balance sheet to meet targeted leverage ratio
• Created model to manage the Bank's reserve capital policy within regulatory constraints
• Developed expense allocation model used to allocate expenses for all loans made to Bank members
• Started the development of a model that will assist the Bank in determining when it is most appropriate to issue callable debt versus bullet debt

Des Moines, Iowa Area

• Analyzed economic appropriateness for a $1.2 billion coal plant and for a $385 million wind farm, one of the worlds largest land based wind farms
• Assisted in management of $2 billion in qualified and non-qualified retirement plans
• Helped manage $25 million portfolio of floating rate notes and $10 million foundation
• Developed and responsible for creditworthiness practices and monitoring of creditworthiness for 100 transmission customers generating over $25 million in revenues annually
• Valued reasonableness of financing for numerous generating assets ranging from $35 thousand to over $150 million
• Created process for the addition of portfolio analytics to monthly monitoring reports for senior management

Des Moines, Iowa Area

• Maintained composite of 160 portfolios for 4 investment managers
• Completed quarterly performance measurement for 30 investment managed accounts
• Executed, settled, transferred stocks, bonds, and mutual funds
• Acted as technical support for department
• Transitioned over 40 trust relationships from merger acquisition of competitor
• Served as asset servicing specialist for Wells Capital Management, Institutional Asset Management, and Institutional Investments Group

Des Moines, Iowa Area

• Performed securities processing and cash management for $1 billion in assets
• Solved trade problems between Wells Fargo, brokers, and investment advisors
• Contacted state universities, insurance companies, and financial institutions
• Maintained all legal, correspondence, and asset files for 80 trust accounts
• Helped maintain customer relations through quarterly, semi-annual, and annual meetings

Des Moines, Iowa Area

• Assisted corporate trust and personal trust departments
• Maintained over 500 estate planning files and will vault
• Helped in development of marketing base for personal trust department
• Maintained over 300 corporate trust account files

Des Moines, Iowa Area

• Supervised and trained teller staff of 11 employees
• Sold bank products and conducted weekly sales meetings
• Assisted customers in meeting financial needs

Cfa Charter, Finance And Investments

Activities and Societies: CFA Institute & CFA Society of Iowa

Mba, Finance

Bachelor Of Science (B.S.), Family And Consumer Sciences/Human Sciences