Preston Rollinson Email & Phone Number

Tampa, Florida, United States

• Lead due diligence processes on credit facilities ranging from $10MM to $200MM+ for major banks, lenders, and investment funds.
• Apply specialized knowledge across a diverse array of specialty finance industries, enhancing the quality of due diligence efforts.
• Conduct comprehensive analyses of monthly and quarterly financial statements of borrowers to assess covenant compliance and overall financial performance.
• Conduct high-level discussions with C-suite executives, focusing on company performance and future guidance.
• Continuously update subject matter expertise to stay ahead of industry developments and regulatory changes.

Tampa, Florida, United States

• Led and collaborated on comprehensive due diligence engagements for major banks, lenders, and investment funds, ensuring thorough evaluation and risk assessment.
• Provided strategic advisory to lenders on risk tolerance and mitigation strategies for credit facilities, enhancing their decision-making and/or monitoring processes.
• Conducted high-level discussions with C-suite executives, focusing on company performance and future guidance.
• Performed in-depth financial analysis for companies across diverse industries, delivering insights and recommendations.

Tampa, Florida, United States

Bachelor Of Science - Bs, Finance And Management Information Systems, 3.74

Activities and Societies: Member of Investment Club, Member of Financial Management Association, Brother of Sigma Phi Epsilon

Education record