NON-PROFIT EXECUTIVEAs a dedicated advocate for the transformative power of education, I am currently serving as the Chief Financial and Operations Officer of an all-girls boarding founded in 1909. In this role, I am entrusted with the responsibility of preserving and stewarding the fiscal health of the institution and maintaining its magnificent 150-acre, multi-building, 250,000 square foot campus for the benefit of future generations of leaders.My professional journey began as a CPA at a "big four" firm, followed by earning an MBA and transitioning into investment banking. Subsequently, I joined a Fortune 50 company, where I led the capital management and liquidity group within Corporate Treasury. My team successfully executed over $12 billion in capital market transactions. I later took on leadership roles, including heading the European and India Mergers and Acquisition team, where we executed transactions totaling over $18 billion. My extensive travel experiences included negotiating transactions in countries such as India, the UK, Hungary, Romania, Czech Republic, Turkey, Spain, and other European countries. During this time, I maintained ConciergeKey status with American Airlines, traveling over 150,000 miles annually.On a personal note, I take pride in being the father of a NESCAC Women’s lacrosse Goalie, and my weekend hobby involves perfecting the art of smoking (BBQ).
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Director Of FinanceAmani Public Charter School Nov 2017 - Jul 2023 -
ConsultantPromontory Financial Group, Llc Nov 2013 - Nov 2014Independent consultant working with financial institutions on a range of insurance and capital issues. Advised financial services client on recent changes to the Risk Based Capital formula related to commercial mortgages and the competitive impact on loan originations. Advised client on the impact of economic capital, regulatory capital and rating agency perspective on excess capital levels -
Vice President - Corporate DevelopmentMetlife Jun 2007 - 2012Senior executive responsible for originating, analyzing and executing strategic and financially attractive transactions for the European, Indian and asset management businesses. Evaluated 125+ acquisition candidates and executed 10 transactions totaling $20B. Partnered with regional CEO’s to define and refine strategy. Built and managed M&A pipeline. ● Led the due diligence for the $16.2B acquisition of ALICO from AIG and negotiated a complex performance-related Investment Protection… Show more Senior executive responsible for originating, analyzing and executing strategic and financially attractive transactions for the European, Indian and asset management businesses. Evaluated 125+ acquisition candidates and executed 10 transactions totaling $20B. Partnered with regional CEO’s to define and refine strategy. Built and managed M&A pipeline. ● Led the due diligence for the $16.2B acquisition of ALICO from AIG and negotiated a complex performance-related Investment Protection note and Transition Services Agreement Show less -
Vice President - Corporate TreasuryMetlife Feb 2002 - Jun 2007Senior executive charged with providing strategic and thought leadership for the corporate finance function with an emphasis on developing and implementing the appropriate capital structure and related capital markets solutions. Led a team of five corporate finance specialists in structuring and executing over $15B in capital markets transactions.● Successfully raised $7B in senior notes, preferred securities and convertible notes over a 30 day period for the 2005 $12B acquisition of… Show more Senior executive charged with providing strategic and thought leadership for the corporate finance function with an emphasis on developing and implementing the appropriate capital structure and related capital markets solutions. Led a team of five corporate finance specialists in structuring and executing over $15B in capital markets transactions.● Successfully raised $7B in senior notes, preferred securities and convertible notes over a 30 day period for the 2005 $12B acquisition of Travelers Life & Annuity from Citigroup.● Designed and implemented new annual capital budgeting and forecasting process for the holding company, including statutory capital forecasting. Improved planning and decision making. Show less -
Vice PresidentBanc Of America Securities 1995 - 2001Managed client relationships and marketed a broad array of capital market products and financial services including: public and private debt, syndicated finance, equity and equity related products, risk management and strategic advisory services. -
Avp - Internal AuditBankers Trust 1992 - 1993Performed operational, financial and compliance reviews and audits for the BT Securities subsidiary, with a special emphasis on advising senior management on operational and control issues associated with net capital calculation and rules
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Senior Auditor - Financial Services OfficeErnst & Young 1988 - 1992Supervised and participated in multiple client engagement teams for audits of financial statements. Also provided other assurance services, including SEC compliance of public offering statements, due diligence for M&A transactions and operational and risk management strategy reviews.
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Phil Salmon's current role is Chief Financial Officer │ M&A and Treasury │ Education.
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Phil Salmon, MBA
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