Robert Cilinghir Email and Phone Number

Perform company valuations using techniques such as discounted cash flow, leveraged buyout analysis, risk-tree analysisBuild financial models to analyze leveraged buyouts, pricing, industry, credit, cash flow and market analysisCreate management control, due diligence and business analysis reports for senior managementSupport senior bankers with financial research, clients’ proposals and presentations Review debt portfolios for target clients, refunding analysis, credit proposalsProvide recommendations to senior management regarding profit generating opportunities and profitability improvement strategiesManage the monthly expense and senior management financial reporting which includes identifying business drivers, outliers, and market commentaryAssist senior bankers with deal execution, amendments, and restructuring processes

Ensured client’s documentation and credit analysis adhered to JPMorgan compliance standardsManaged portfolios of $90 million and maintain relationships to optimize portfolios’ performanceIdentified and set appointments with potential clients and develop financial plans to address each client’s outlined goalsClosed and executed sales transactions and maintained those existing relationshipsDeveloped marketing materials for regional businesses to increase the firm’s position in the 401k plan sectorIdentified cross-sell opportunities and conducted needs assessment with current and potential clientsConstructed portfolios for clients that consisted of bonds, mutual funds, stocks and insurance products and provided market analysisCreated wealth management seminars focused on cash reserve management strategies, protection planning, and investment options