Robert W. Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

- Oversaw a portfolio of relationship management and financial analysis initiatives, overseeing custody deals and debt-backed security deals which drive >$5MM in annual recurring revenue, ensuring a 100% client retention YoY.- Conducted complex analyses with large datasets of greater than 10,000 loans per deal (Avg $500MM value), developing cash flow modeling and forecasting for distributions (Avg $15MM value), ensuring 100% correct distributions.- Assisted clients in growing their portfolios by up to 100% by demonstrating through financial analysis the value added, driving up to $250k in new revenue per client.- Spearheaded risk management initiatives to ensure indemnity insurance policies were in place to mitigate liability to the organization, including credit risk exposure, protecting the company from 10MM+ liability per deal.- Implemented a series of operational process improvements and cost optimizations, including a fee payment system which put the organization back in good standing with vendors on contracts valued at $500,000+/yr.- Monitored all policies and procedures surrounding pre and post-closing, conducting due diligence and ensuring 0 exceptions identified by internal and external auditors over the course of two years.

Boston, Massachusetts, United States

- Led financial analysis, written loan package initiatives, and financial operations of existing organizational policies, growing the portfolio from $4MM to more than $5MM/yr with payments and collections of more than $500,000/yr. - Performed financial analysis of tax-exempt payments and tax-exempt bonds for the financing of a hotel ($38MM development) and a public charter school ($16.6MM development) which ultimately drove 400+ local jobs.- Served on the City of Boston Coastal Water Resilience Project, performing a financial feasibility analysis on projected capital, maintenance, and benefit cost to mitigate the projected $1Billion in damages caused by climate change by 2030.- Deployed a series of automation and optimization initiatives across the organization, shifting from paper to cloud and deploying macros which improved efficiency by 15% and reduced errors to negligible levels.- Approved >$1MM/yr in loans which leveraged $5MM of debt financing with the local banking community – loans were utilized to drive 500 high-paying Boston jobs, with 75% funding minority and women-owned enterprises.

Hangzhou, Zhejiang, China

- Led classes in English and Business English for more than 120 students per semester, assisting them in preparation for IELTS, TOEFL, and GRE exams for international schools, increasing the average student performance by >10%.- Designed customized curriculum aligned to best practices and professionalism in business setting, utilized by the school to support more than 250 business students per semester in preparation for multinational business work.

Hangzhou, Zhejiang, China

- Taught business communications skills and concepts, including presentations, negotiations, and decision-making to International Trade candidates. Utilized business knowledge to aid students seeking international posts, teaching them about taxation and other concepts not part of Chinese culture.

Boston, Massachusetts, United States

- Oversaw a team of 3 responsible for a $10 billion dollar portfolio, spearheading analysis, and structuring initiatives for corporate investments, structuring 1-2 deals per month worth >$500MM, personally leading 20% of the portfolio.- Built detailed modeling in excel and utilized SQL to extract information from databases, building out a suite of tools utilized by the team to ensure quality control for clients served.

Boston, Massachusetts, United States

- Structured 30 deals valued at $5 billion dollars, supporting a team of 12 responsible for 300 asset-backed deals valued at $50 billion, training all new staff and acting as first-among-peers in day-to-day operations.- Identified a $1MM increase in revenues and improved client satisfaction by identifying pain points in distribution models and recommending process improvements which increased organizational efficiency.

Boston, Massachusetts, United States

- Used a sophisticated securities model and payment application to calculate principal and interest distributions to security holders. Ensured timeliness and accuracy of debt service payment on payment date. Effectively communicated payment information to appropriate areas. Researched and resolved any discrepancies associated with payables.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Science - Bs, Business Management & Finance

Activities and Societies: National Dean’s List, Dean’s List