Peter Coffman Email & Phone Number

New York, NY, US

New York, New York, United States

Greater New York City Area

Greater New York City Area

• Analyst in TD's Corporate Banking Group responsible for underwriting and structuring large and mid-corporate syndicated loans in both the investment-grade and leveraged loan markets across a range of industries.
• Develop and sensitize financial models forecasting cash flows, credit statistics and repayment and refinancing risk of prospective borrowers.
• Author detailed credit opinions which help justify internal risk ratings and exposure limitations.
• Work with originators and other TD product groups to develop marketing materials for new business.
• Assist with regulatory and strategy projects for the Corporate Banking group.

Greater New York City Area

• Assisted a Fortune 100 financial services firm through the design-phase of an enhanced Target Operating Model for its institutional client on-boarding process (Sales to Servicing) for its top 1,000 clients.
• Collaborated with a diverse team of financial, operational, and technology oriented consultants to design the process steps, roles, governance, metrics, and execution structure for a $100m business transformation.
• Created PowerPoint presentations and in-depth RACI models using Excel to communicate project roadmaps and the evolving responsibilities of over 50 positions to senior management.
• Developed a presentation on EY’s current position regarding the landscape of “Recovery and Resolution Planning” which was showcased to senior management at EY.

245 Park Ave, New York NY

• Formulated insurance illustrations and reviews for various permanent, long-term care, disability, and term insurance products.
• Generated investment reviews and policy statements for advisory and brokerage accounts using applications such as Morningstar, Envestnet, and the Northwestern Mutual Consolidated Investment Report.
• Analyzed and monitored client matrixes which enabled the firm to better allocate its time with clients and strategically segment its clients

875 3rd Ave Fl 23, New York NY

• Assisted the office of Chris Faicco
• Compiled and organized insurance reviews and assisted in the underwriting of life insurance policies.
• Drafted mass mailings and maintained client relations via Outlook, LinkedIn, and The Network Connection.
• Assisted with prospecting by preparing client feed-lists.

Greater New York City Area

• Linked potential businesses with mentors and a global network of start-ups, which allowed the Founder Institute to help entrepreneurs create meaningful and enduring technology companies.
• Analyzed and assessed startup companies naming and branding, product development, marketing research, costs and profits, and legal/intellectual property concerns.

Bachelor Of Science (B.S.), Major In Finance, Minor In Accounting, Concentration In Alternative Investments, Summa Cum Laude

Activities and Societies: Alternative Investment Club, Finance Society, Entrepreneurship Society, Beta Alpha Psi, VITA (Volunteer Income.

Education record