Sam Cox Email and Phone Number
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Associate at BMO US with a specific focus on analyzing and supporting middle-market acquisition financing. Skilled in Financial Analysis, Financial Modeling, Communication, Leadership, and Time Management. Received my Bachelor of Business Administration degree in Finance as well as Economics from The University of Iowa Tippie College of Business.
Bmo Commercial Bank
View- Website:
- commercial.bmo.com
- Employees:
- 1712
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Associate - Commercial Middle MarketBmo Commercial BankChicago, Il, Us -
Associate - Middle MarketBmo U.S. Aug 2024 - PresentChicagoDiversified Industries Group -
Commercial Loan Officer - Leveraged LendingFirst American Bank Feb 2024 - Aug 2024Focused on underwriting, supporting, and monitoring asset based and cash flow leverage lending transactions for mid market, privately held companies across various commercial industries. -
Senior Commercial Loan Analyst - Leveraged LendingFirst American Bank Dec 2022 - Feb 2024Chicago, Illinois, United States -
Commercial Loan Analyst - Leveraged LendingFirst American Bank Jan 2022 - Dec 2022Elk Grove Village, Illinois, United States -
Commercial Leadership TraineeFirst American Bank Jul 2021 - Jan 2022Elk Grove Village, Illinois, United StatesSix month credit training rotational program gaining exposure to all different departments and facets of credit management, underwriting, and commercial lending. -
Management Consulting InternImpulse Biomedical Jul 2020 - Aug 2020Cape Town, Western Cape, South AfricaInternship portion:• Worked as part of a remote consulting internship team that produced recommendations for Impulse Biomedical in the form of research and identification of a go-to-market strategy for their novel asthma treatment product• Conducted research on the medical device markets in South Africa, the United States, and India and created final recommendations for a step-by-step timeline for the product’s market entry• Gained experience on how to work virtually during the… Show more Internship portion:• Worked as part of a remote consulting internship team that produced recommendations for Impulse Biomedical in the form of research and identification of a go-to-market strategy for their novel asthma treatment product• Conducted research on the medical device markets in South Africa, the United States, and India and created final recommendations for a step-by-step timeline for the product’s market entry• Gained experience on how to work virtually during the remote internship; I had to be flexible as I was working across 3 different time zones and with varying schedules of my managers and direct group membersManagement consulting educational experience portion:• Learned and Applied a robust problem-solving approach (i.e., McKinsey 7-steps) to different business problems (e.g., declining profitability, key features for a new product, optimal investment option)• Built structured Excel models for different client problems (e.g., evaluate the highest return on investment project among three options)• Developed and delivered multiple storylines (i.e., logical flow from question to answer to next steps) PowerPoint presentations Show less -
Finance Department InternBankers Trust May 2019 - Aug 2019Des Moines, Iowa• Updated banks financial information for customers checking accounts that assisted the department in forecasting future budgets• Formulated an excel program that allowed the Marketing department to analyze the effectiveness of a recent marketing strategy by identifying the retention rate of over 20,000 CD accounts/customers • Presented the findings of the intern summer project focused on improving committees within the company to 45+ executive, committee, and bank… Show more • Updated banks financial information for customers checking accounts that assisted the department in forecasting future budgets• Formulated an excel program that allowed the Marketing department to analyze the effectiveness of a recent marketing strategy by identifying the retention rate of over 20,000 CD accounts/customers • Presented the findings of the intern summer project focused on improving committees within the company to 45+ executive, committee, and bank employees/members• Involved in interviewing CEO and 3 other executives about their career and advice they’d give a developing, young professional Show less
Sam Cox Skills
Sam Cox Education Details
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Finance & Economics
Frequently Asked Questions about Sam Cox
What company does Sam Cox work for?
Sam Cox works for Bmo Commercial Bank
What is Sam Cox's role at the current company?
Sam Cox's current role is Associate - Commercial Middle Market.
What is Sam Cox's email address?
Sam Cox's email address is sc****@****ust.com
What schools did Sam Cox attend?
Sam Cox attended The University Of Iowa Tippie College Of Business, Valley High School.
What skills is Sam Cox known for?
Sam Cox has skills like Leadership, Auditing, Teamwork, Forecasting, Marketing, Public Speaking, Customer Service, Bank Reconciliation, Fundraising, Strategy.
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